Thursday, 12 January 2017

VALUE INVESTMENT – SOUND, SMART & SOLID INVESTING APPROACH



VALUE INVESTMENT – SOUND, SMART & SOLID INVESTING APPROACH

Synopsis: 

The profession of a value investor can be highly rewarding, for those that possess the necessary skills, discipline, and objective approach. Value investors are able to generate outsized returns on a consistent basis through investment strategies that tend to outperform over a longer-term investment horizon.

Value investing basically involves buying underpriced securities, and selling those that are overpriced – with a great emphasis on the margin of safety. Bill Graham pioneered this approach, while the likes of Warren Buffet gave it the centre-stage exposure that it deserved.

Investing is multi-disciplinary - bring together among others, the elements of finance, strategy, marketing, operations, and financial reporting. This programme aims to provide participants with key investment tools and they can practice with, using real time financial statements.

Deliverables:

This programme seeks to provide you with the ability to:

1.  Identify sound companies with strong fundamentals, suitable for value investing;
2.  Differentiate between growth stock and value stock;
3.  Comprehend which stocks constitute as value stock in term of its characteristics; business and mission.
4.  Understand why this stock can outperform the market and deliver excellent result;   
5.  Address the critical concerns especially in relation to the investors’ perspective.
6.  Understand the economic, business, and financial analysis unique to value investing;
7.  Analyze a range of public-company business for investment purposes;
8.  Value public companies and securities through a range of financial analysis tools; and
9.  Learn about, conduct, and effectively communicate to investors the original investment research focused on publicly listed companies.

TAGET AUDIENCE

Those wanting to start a stable career in investing
Current investors wanting to learn value investing techniques
Those wanting to make money in the stock market, while minimizing risks

OUTLINE
Day I
Icebreaker
MODULE: 1
Understand what makes value investing
·       Icebreaker
·       What makes value investing
·       Formulae
·       Why Qualitative insight is crucial
·       Clear understanding of core competencies & their importance
·       Long term shareholders

MODULE: 2

Holistic Approach  
·       Causes and consequences
·       Financial and Non-financial perspectives
·       The leading and lagging indicators, its relationships & implications
·       Seeing the invisible
·       Multi-dimension to shape its future especially in today’s fast changing world (6 Ps)
·       Hands On experience
  
MODULE: 3
Free Cash Flow

-       Why cash flow is important than profit
-       Cash Conversion Cycle
-       Real application & exercise
-       Understand their stories
-       Its value, vision & mission
-       Identify Core Challenges?

MODULE: 4
Qualitative aspects of the Company
·         Game
·         Brain of the company
·         Why you need three key ingredients of Integrity, Intelligence and Energy that can direct, drive and deliver its excellent results,
·         How value, beliefs and culture play crucial roles and how it has been applied in Walmart.
       Video – empty your mind & its qualities
MODULE: 5

Response well with external changes

·       SWOT
·       Focus on Inner and response well to external changes
·       Like water
·       Core competency and not capability
·       Transformational video
Simple business and its model


Sum up / Q & A / Discussion
Sum Up/ Q & A

Key take-back messages

END OF DAY 1