Equity Securities Analysis - Evaluation Of Firm From The Perspective Of A Potential Investor

 If an organization is considering to invest in equity securities, it is useful to conduct a refresher training course on key aspects of Equity Securities Analysis – the evaluation of firm from the perspective of a potential investor. Here is an overview of one-day training session that could be delivered to your organization:

 

Overview

-          Defining investor objectives and investment horizons and ensuring they are aligned with corporate goals

-          Investment vehicles including money market funds, bond funds, equity funds, balanced funds and real estate funds

-          Focusing on Income funds and Growth funds – which one is right for your organization and why?

-          Are markets efficient?

o   Historical perspective: https://www.jstor.org/stable/2325486

o   Evaluation of market behaviour over the past 20 years.

 

Developing Expectations

-          Projecting profitability and industry conditions, competitors and competitive advantage

-          Identifying growth opportunities, as well as the firm’s risk profile

-          Assessing the company’s leverage (which ratios to use and why) and assessing the company’s asset base

-          Observing the stock price and assessing the cost of capital versus future performance

-          Discussion of the importance of the following factors : market capitalization, average number of shares traded per day, audit firm, analysts from major brokerages following the firm, institutional investors

 

Case Study – Harvard University:

Market Reaction to Mandatory Nonfinancial Disclosure

https://hbswk.hbs.edu/item/market-reaction-to-mandatory-nonfinancial-disclosure

 

Case Study – Harvard University:

Private Equity and Industry Performance

https://hbswk.hbs.edu/item/private-equity-and-industry-performance

 

This course outline has been suggested by AllaVolodina who teaches in universityand corporate settings. AllaVolodina(York University) has developed a variety of course outlines to enable companies to pick the one that will fit their training needs.  Check out AllaVolodina blog: allavolodina.com.

Popular posts from this blog

Using Fundamental Efficiency Improvements in Resource Utilization

Image
  Efficiency improvements are essential for businesses to thrive in today's competitive and fast-paced environment. This workshop provides a comprehensive framework to help organizations identify inefficiencies, streamline processes, and enhance resource utilization. By focusing on key drivers and adopting a systematic approach, it is possible to gain actionable insights to optimize operations and support long-term success. Conducting Process Diagnostics and Identifying Areas for Improvement Identifying key processes and resource drivers, distinguishing between essential and non-essential activities. Pinpointing backlogs and inefficiencies, and implementing tailored resource prioritization frameworks to address specific organizational needs. Forecasting resource requirements using advanced planning frameworks, such as dynamic scheduling, activity-based planning, capacity planning, and just-in-time planning. Evaluating current techno...
Read more

Alla Volodina – An Expert in Education

  Alla Volodina, an expert in education, with years of experience in teaching subjects like finance and accounts at some of the premiere universities of the country has decide to put to good use her experience in teaching and thus has started a website where she discusses the challenges faced by teachers as well as students and also gives out simple and effective tips to overcome these challenges. her website has several blogs which discuss her thoughts and experiences under three topics namely motivation, study skills and teaching and have discussions on a variety of topics for the benefit of teachers and students such as how to transition study habits when entering university so as to score well; how to keep teachers motivated so that they can better facilitate the learning procedure of students; importance of incorporating finance in schools and others too. In one of her blogs Alla Volodina discusses the benefits of handwriting and emphasizes it as a building block to learning. ...
Read more

Balancing Cost Management and Customer Value (Part 2)

Image
  Understanding and optimizing supply chain management, balancing innovation with sustainability, and effectively managing costs are crucial for businesses aiming to thrive in today's competitive and resource-constrained global market. This workshop is designed to give participants the tools necessary to achieve the balance between cost management and customer value.   Optimizing Supply Chain Management for Cost Savings and Performance   Analyzing components of the supply chain, examining each segment for efficiency and cost-effectiveness (including sourcing and strategic sourcing) Conducting analysis of value drivers in project supply chain management (including customer, cost, flexibility, time and quality) Optimizing value in projects and identifying suitable performance metrics for effective measurement and management Applying budgets in organizational context and examining potential areas for improvement through diversity in b...
Read more