Porter’s Five Forces by Michael E Porter This is not an investment book at its core; it’s actually a management strategy that comes from a book published in the 1980s by Michael E Porter titled Competitive Strategy: Techniques for Analyzing Industries and Competitors. It was never intended for investors, but the insights it gives on ...
Book Review: The Great Crash 1929
The Great Crash 1929 by J.K. Galbraith Published by Penguin Books Published in 1954. Prof. Galbraith’s assessment of the disastrous collapse of the US stock markets is an engrossing read for a number of reasons. Firstly because of the momentous impact on the world economy, which took decades to recover; secondly because of the insights ...
Video: Other relative valuation models
More relative valuation models you should know Having touched on the major relative valuation models in previous webinars, we now briefly delve into the numerous other approaches and theories out there in the wide world of finance. In this webinar explain the following concepts: PEG Price-to-sales Dividend yield Price-to-cashflow and a number of industry specific ...
Valuations: EV/EBITDA Model (case study FBR)
Enterprise Value/Earnings Before Interest, Taxes, Depreciation and Amortization. Not just a scary acronym, but a powerful valuation tool! Explanation and theory of the EV/EBITDA model - this webcast is the case study (find the theory video here) and we'll be using Famous Brands (FBR). How to list an Actively Managed Certificate (AMC) on the JSEHow ...
Valuations: EV/EBITDA Model Theory
Enterprise Value/Earnings Before Interest, Taxes, Depreciation and Amortisation. Not just a scary acronym, but a powerful valuation tool! Explanation and theory of the EV/EBITDA model - this video is followed up with a practical example on FBR here. How to list an Actively Managed Certificate (AMC) on the JSEHow to list an Actively Managed Certificate ...
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Valuations: Price-to-Book Model (practical SBK)
Valuations: Price-to-Book Model This video with Keith McLachlan does a practical look at using the Price-to-Book method. The example being used will be Standard Bank (JSE code: SBK). You’ll find the theory video on price-to-book here. Upcoming webinars
Valuations: Price-to-Book Model
Valuations: Price-to-Book Model In this video Keith McLachlan looks at the theory, approaches and risks of a price-to-book ratio for equity valuations. Price to book is a very useful tool for determining a stocks relative valuation and we have a practical example of the price-to-book theory here. Upcoming webinars
Video: Price earnings model
Valuations: PE Model Case Study – Following on from the previous Price Earning (PE) Model webinar, we apply the theory explained and lessons learnt to a practical, real-world example and arrive at an investable conclusion based only on the Price Earnings Model. The example being used will be Pick n Pay (PIK). The theory for ...
Video: Price Earnings (PE) Model
Valuations: Price Earnings Model The theory, the approaches and the risks to valuing a stock using the Price Earnings ratio. Find the case study of this model here. How to list an Actively Managed Certificate (AMC) on the JSEHow to list an Actively Managed Certificate (AMC) on the JSE29 October 2024Checklist in preparation for deathChecklist ...
Video: Overview of valuation models
A broad overview introducing the major valuation models of equity. A video setting the scene for a more detailed look at some of the valuation models a fundamental analyst has at their disposal. Below are the various methods discussed in the above video; Overview of valuation models Discounted cash flow Price earnings model Price-to-book model ...