Stock Market Investing Fundamentals

Investment Classes in NYC

Learn what moves stock prices and how stocks are valued by investors. In this course, you will learn the essentials of valuation (such as P/E ratios and DCF analysis), financial statements, and fundamentals of stock investing. We will analyze recent earnings releases and valuation multiples of companies such as Google and Apple to provide a framework for fundamental investment research.

The class strives to provide participants with a sound understanding of how financial markets work, rather than providing get-rich-quick trading schemes. The principles taught in this course are stressed by value investors such as Warren Buffett and Benjamin Graham. 

What You'll Learn

  • Fundamentals of stocks, bonds, options, and real estate
  • How are stocks valued by market participants
  • How to find financial reports, earnings estimates, and other data
  • Investing principles to build sustainable profits over a long period
  • What caused and what can we learn from the Dot-com Bubble and the Financial Crisis
  • icon for small classesSmall classes
  • icon for small classesComputer provided
  • icon for small classesBook included
  • icon for small classesFree retake

Register for a Class 

$149 3 Hours PC provided 185 Madison Avenue, NYC In-person classroom training

Corporate training available

Email us for information

Nov 4 Monday, 6–9pm

 

Full Course Syllabus

Download PDF Outline

Stock Investing

  • Stock fundamentals
  • Stock indices
  • Liquidity
  • Dividend yields
  • Exchange traded funds

Stock Valuation

  • Market capitalization
  • Enterprise value
  • P/E Ratios
  • Shortfalls of P/E ratios
  • EV/EBITDA multiples
  • Intro to DCF modeling
  • CAPM and cost of capital

Stock Movements

  • Earnings releases
  • Analyst earnings estimates
  • Economic data
  • Interest rates and the Federal Reserve
  • Earnings transcripts and company presentations

Bond Investing

  • Types of bonds
  • Bond prices, yields, and spreads
  • Credit ratings and risk
  • Bankruptcy

Intro to Real Estate Investing

  • Types of real estate assets
  • Real Estate Investment Trusts (REITS)
  • Capitalization rates
  • Mortgages and loan-to-value (LTV) ratios
  • How does leverage impact returns?

Stock Options

  • Call options
  • Put options
  • Option strategies and hedging
  • Black-Scholes Model

Financial Crisis

  • Mortgage-backed securities
  • Credit default swaps
  • How did the housing marketing collapse spread to the major banks and other financial institutions?
  • Who is to blame for the financial crisis? (regulators, investment banks, homeowners, mortgage lenders, rating agencies)