In this four-part video series, Keith McLachlan from Integral Asset Management takes us through the essential aspects of the investment process:
- Identifying the profit drivers and risks in a company and the fundamentals
- Doing a valuation of a company to check if it’s offering value
- Constructing a portfolio
In the final video, Keith applies these assessments with a case study of Metrofile. His overriding intention is to translate abstract theory into practical tools and processes.
In the first video of this series Keith McLachlan from Integral Asset Management explains how the fundamentals of a company can help you understand what drives its profit and where the risks may lurk.
In this second of a four-part series, Keith McLachlan from Integral Asset Management will take us through the valuation process. There are a few formulas involved, but we’ll limit the discussion to those that are most important (we’re not going into a deep dive on the formula and how it works). Our focus is on the process and tools used in analysing the valuation of a business including key things to look for and major risks to consider.