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Basic Valuation
Introduction to Andrew and the Basic Valuation Course
Introduction to Andrew and the Basic Valuation Course (2:13)
Chapter 1: Easy-to-understand accounting
L01 Introduction & welcome to chapter 1 (2:38)
L02 The most important financial statement (10:49)
L03 How shareholders set up a business (9:32)
L04 Free cash flow to equity (6:26)
L05 Four main types of long-term assets (7:10)
L06 The importance of inventory (5:52)
L07 Depreciation and accrued accounts (9:12)
L08 Principles and four main accrual accounts (14:33)
L09 Gross profit and retained earnings (6:10)
L10 Settling accounts receivables and payables (7:45)
L11 Wrap up (1:20)
Chapter 2: Profit and loss forecasting
L01 Introduction & welcome (0:58)
L02 Speed vs accuracy (5:40)
L03 Valuation starts with revenue (24:01)
L04 ValueModel Setup and Troubleshooting (4:50)
L05 A - ValueModel - Forecast revenue (9:57)
L06 Common-size analysis – Net margin (11:19)
L07 Forecasting gross profit (9:08)
L08 Common-size analysis – Gross margin (10:31)
L09 Porter on competitive advantage (5:13)
L10 B - ValueModel - Forecast gross profit (9:36)
L11 Common-size analysis – EBIT margin (16:13)
L12 C - ValueModel - Forecast EBIT (6:32)
L13 MSCI and sector analysis (12:43)
L14 Wrap up & next steps
New Lecture
Chapter 3: Balance sheet forecasting
L01 Introduction and welcome to chapter 3 (2:01)
L02 Current assets (12:48)
L03 D - ValueModel - Forecast current assets (10:08)
L04 Common-size analysis – Current assets and forecasting cash (16:20)
L05 Long-term assets - LT Investments (9:02)
L06 Long-term assets - Gross fixed assets (7:59)
L07 Capex and how to forecast it (10:21)
L08 ValueModel treatment of fixed assets (6:57)
L09 E - ValueModel - Forecast gross fixed assets (9:20)
L10 Accumulated depreciation and how to forecast it (10:10)
L11 Long-term assets - Net fixed assets (3:39)
L12 F - ValueModel - Forecast NFA and other assets (8:45)
L13 Common-size analysis – Liabilities (9:25)
L14 Forecasting liabilities (4:51)
L15 G - ValueModel - Forecast liabilities (8:31)
L16 H - ValueModel - Forecast equity (6:46)
L17 Wrap up & next steps (1:59)
Chapter 4: Avoiding common valuation mistakes
L01 Introduction & welcome (1:19)
L02 9 Valuation Mistakes and How to Avoid Them (18:50)
L03 I - ValueModel - Detect common errors (11:20)
L04 Wrap up & next steps (1:11)
Chapter 5: Company Research
L01 Deeper research about FAST (12:42)
Chapter 6: Absolute valuation
L02 The foundation of valuation - DCF (14:17)
L03 Value FAST using constant growth model (5:43)
L04 Free cash flow to the firm (18:45)
L05 Free cash flow to equity (6:26)
L06 J - ValueModel - Review free cash flow output (5:50)
L07 Cost of equity (18:02)
L08 K - ValueModel - Estimate cost of equity (6:24)
L09 Weighted average cost of capital (10:15)
L10 L - ValueModel - Estimate weighted average cost of capital (8:14)
L11 Fade and terminal periods (14:03)
L12 M - ValueModel - Fade and terminal period assumptions (7:43)
L13 N - ValueModel - Review discount valuation output (8:42)
L14 Tell the world when you've finished Module 1
Chapter 7: Relative valuation and sensitivity
L02 Relative valuation (12:11)
L03 Relationship between DCF and multiples (6:56)
L04 Relative valuation for FAST (6:31)
L05 Sensitivity analysis (15:36)
L06 Wrap up and next steps (2:36)
L07 How to continue your journey (12:04)
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L03 I - ValueModel - Detect common errors
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