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£149/month
Cancel anytime – 30-day trial
- 99% Positive reviews (52)
- 50 lessons
- 6 courses
- 12 downloads
- by Stephen Clapham
WHO IS THIS COURSE FOR?
Those who work as professional investors and want to sharpen their skills.
Those that have an interest in investing and perhaps want to one day invest professionally or become an equity analyst.
Those that want to improve their investment skills for personal reasons and become more adept in spotting investment opportunities for their portfolios.
Investors who want to develop an investment philosophy and refine their research and portfolio management process.
WHAT’S IN THIS COURSE?
Hundreds of video lectures and articles to read
37 hand-picked exercises and multiple quizzes
Step-by-step walkthroughs showing you how to apply what you learn
Webinars with myself and your fellow students
Interactive community where you can ask questions and interact with other students
Learn at your own pace and enjoy lifetime access to your course materials
What investors think of this course
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What you’ll get in this course
UNDERSTANDING ACCOUNTS
You will understand the 3 key financial statements and how to analyse them.
HOW TO PICK STOCKS
You will have a framework for picking stocks, how to identify winners and how to reject losers.
HOW TO VALUE STOCKS
You will understand how to value different businesses using a range of practical valuation tools.
PORTFOLIO CONSTRUCTION
You will understand how to assemble stock ideas into a focused but diversified portfolio.
PORTFOLIO MAINTENANCE
You will be able to monitor your portfolio in a time efficient and effective manner.
PUTTING IT ALL TOGETHER
You will become a competent and confident investor. You will lose less money and sleep better.
What will you learn in the Analyst Academy?
Part 1 – What is a Value Investor
- Tenets of Benjamin Graham
- Value Investing
- Growth Investing
- Great Investors
Part 2 – Introduction to Accounting
- Introduction to the 3 Primary Financial Statements
- Accounting Jargon Explained
Part 3 – How to Analyse Accounts
- A Walk Through One Company’s Accounts
- Ratio Analysis
- A Successful Investment – Routes to Price Appreciation
- How to Find Ideas
- How to Test the Investment Hypothesis
- Assessing a Company’s Quality – Compounders and Moats
- Analysing the Industry Sector
- Analysing the Company
- Evaluating the Strategy
- Assessing Management
- Company Financials
- Valuation
- Valuation Theory
- Enterprise Value
- Stockmarket Multiples
- Other Valuation Techniques
- More Sophisticated Valuation Approaches
- Technical Analysis
- Final Decision
- Portfolio Construction
- Risk Management
- Portfolio Maintenance
- Macro – Economics and more
- Disruption
- Behavioural Finance
- ESG
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A course by Steve Clapham
Steve is the founder of Behind the Balance Sheet. Following a 25+ year career as an investment analyst, Steve decided to put that experience to good use and train the next generation (or sometimes the current generation) of investment analysts, private investors, and portfolio managers.
Steve’s experience includes working on the ‘sell side’ for a number of investment banks, and the ‘buy side’ as a partner at two multi-billion dollar hedge funds. Steve’s book, The Smart Money Method, How to Invest Like a Hedge Fund Pro is an Amazon #1 Investing bestseller.
