Value Investing Foundations: Full Curriculum Overview

Value Investing Foundations: Full Curriculum Overview

Welcome to your roadmap for mastering value investing. This sitemap provides a comprehensive overview of all the learning modules available within the Value Investing Foundations. Navigate through our structured clusters and topics to build your expertise step by step.

Our Core Curriculum:

Below you'll find the complete breakdown of our seven learning clusters, each designed to equip you with specific knowledge and skills essential for successful value investing.

Cluster 1: Foundations of Value Investing

This cluster lays the groundwork, introducing the core philosophy, historical context, and key figures who shaped value investing.

• Topic 1.1: What is Value Investing?

• Topic 1.2: The History of Value Investing

• Topic 1.3: Titans of Value: Learning from the Masters

• Topic 1.4: The Indispensable Concept of Intrinsic Value

• Topic 1.5: Margin of Safety: Your Ultimate Protection

• Topic 1.6: Mr. Market and Market Volatility

Cluster 2: Understanding Business & Financial Statements

This cluster focuses on developing the analytical skills needed to assess a company's underlying business and financial health.

• Topic 2.1: Thinking Like a Business Owner, Not a Stock Trader

• Topic 2.2: Introduction to Financial Statements

• Topic 2.3: Deep Dive: The Balance Sheet

• Topic 2.4: Deep Dive: The Income Statement

• Topic 2.5: Deep Dive: The Cash Flow Statement

• Topic 2.6: Financial Ratio Analysis for Value Investors

• Topic 2.7: Identifying Economic Moats (Competitive Advantages)

• Topic 2.8: Assessing Management Quality and Alignment

Cluster 3: Valuation Techniques

This cluster delves into the various methods used by value investors to estimate a company's intrinsic value.

• Topic 3.1: Introduction to Valuation: Art and Science

• Topic 3.2: Relative Valuation Models

• Topic 3.3: Absolute Valuation: Discounted Cash Flow (DCF) Analysis - Part 1 (Theory & Projections)

• Topic 3.4: Absolute Valuation: Discounted Cash Flow (DCF) Analysis - Part 2 (Discount Rate & Terminal Value)

• Topic 3.5: Asset-Based Valuation (Net Asset Value - NAV)

• Topic 3.6: Earnings Power Value (EPV)

• Topic 3.7: Dividend Discount Models (DDM)

• Topic 3.8: Sum-of-the-Parts (SOTP) Valuation

• Topic 3.9: Triangulating Value: Using Multiple Methods

• Topic 3.10: Final Words on Valuation

Cluster 4: Risk Assessment & Management in Value Investing

This cluster addresses how to identify, assess, and mitigate risks inherent in value investing.

• Topic 4.1: Defining Risk in Value Investing (Beyond Volatility)

• Topic 4.2: Identifying Business Risks

• Topic 4.3: Assessing Financial Risk

• Topic 4.4: The Danger of Value Traps

• Topic 4.5: The Role of Diversification

• Topic 4.6: When to Sell a Value Stock

Cluster 5: Behavioral Finance & The Investor's Mindset

This cluster explores the psychological aspects of investing and how to cultivate the right mindset for success in value investing.

• Topic 5.1: Introduction to Behavioral Finance

• Topic 5.2: Common Behavioral Biases in Investing

• Topic 5.3: Strategies to Overcome Behavioral Biases

• Topic 5.4: Cultivating Patience and Long-Term Discipline

• Topic 5.5: The Importance of Independent Thinking and Contrarianism

• Topic 5.6: Continuous Learning and Intellectual Humility

Cluster 6: Advanced Topics & Building a Value Portfolio

This cluster covers more nuanced aspects of value investing and portfolio construction.

• Topic 6.1: Special Situations Investing

• Topic 6.2: Investing in Different Market Conditions

• Topic 6.3: International Value Investing

• Topic 6.4: Value Investing in Small-Cap vs. Large-Cap Stocks

• Topic 6.5: Building and Managing a Value Portfolio

• Topic 6.6: The Future of Value Investing

Cluster 7: Practical Application & Case Studies

This cluster focuses on applying the learned concepts through real-world examples and developing practical skills.

• Topic 7.1: How to Find Undervalued Stocks: Screening Techniques

• Topic 7.2: Reading and Interpreting Annual Reports (10-Ks) and Quarterly Reports (10-Qs)

• Topic 7.3: Case Study: Analyzing a Classic Value Stock

• Topic 7.4: Case Study: Analyzing a Modern Value Opportunity

• Topic 7.5: Case Study: Avoiding a Value Trap

• Topic 7.6: Building Your Own Value Investing Checklist

• Topic 7.7: Resources for Value Investors

The information is provided for educational purposes only and does not constitute financial advice or recommendation and should not be considered as such. Do your own research.