Equity Investment
About This Course
An equity investment is money that is invested in a company by purchasing shares of that company in the stock market. Equity investors purchase shares of a company with the expectation that they’ll rise in value in the form of capital gains, and/or generate capital dividends. This course explores the major methods of assessing stocks such as value, growth, and GARP investing. The course goes on to explain the key differences between the traditional growth investing and investing in technology. This course also explores the dilemmas equities investors face in terms of diversifications, macro considerations, and dealing with losses and exit decisions.
Learning Outcomes
- Understand how value investors assess stocks
- Understand the importance of economic moat and margin of safety in value investing
- Understand how growth investors assess stocks
- Know how to estimate reasonable growth rates for growth investing
- Know the difference between growth investing and GARP
- Resolving the dilemma of choosing between value and growth investing
- Know how to invest in technology
- Resolving the hard reality of equity investing:
- To diversify or not?
- Is it important to consider macro-influences?
- How to deal with losses? Cut loss or buy more as better value now?
- When to exit?
Module 1: Value Investing
- What is Value Investing?
- Intrinsic Value and Graham’s Value Investing Approach
- Graham’s Maxim
- Economic Moat
- Margin of Safety
Module 2: Growth Investing
- What is Growth Investing?
- A Company’s Potential for Growth
- Growth at a Reasonable Price (GARP)
- Estimating Growth Rates
- Best Growth Stocks are Very Hard to Hold
Module 3: Value vs. Growth
- Which is Better?
- Chasing Performance
- Blended Approach
Module 4: Investing in Technology
- What Metrics Matter Most?
Module 5: Related Topics on Equity Investing
- On Diversification
- On Macro Considerations
- On Losses
- On Exits
Assessment
The Financial Training Scheme (“FTS”)
The Financial Training Scheme (“FTS”) is a training incentive scheme supported by the Financial Sector Development Fund (FSDF). The scheme supports financial sector-specific training programmes that raise the competency of the financial sector.
All our programmes are approved for listing on the Financial Training Scheme (FTS) Programme Directory and are eligible for FTS claims, subject to all eligibility criteria being met. For latest development on the Funding Support for IBF FTS, please visit the Financial Training Scheme site.
Early Bird Discount
Enjoy 10% early bird discount when you register one (1) month before the course commencement date.
Course Features
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CPD
1 Hour