Be An Informed & Confident Investor
What you will learn
By the end of this course, students should be able to:
Analyze a financial statement without fear
Clearly identify strengths & weaknesses of the company
Make an informed decision about the financial health of the company using Financial Ratios & the DuPont Model
Understand both, the power & limitations of financial analysis
Description
This course is for all those who wish to unravel the mysteries of financial statements.
No prior knowledge of finance is required. You must have a hunger for knowledge & a keen interest in becoming an informed & confident investor.
You will understand the power of financial analysis, as well as its limitations.
In Section I, we begin with an Overview of Financial Statements. This is followed by a discussion on Financial Ratios & a Quiz.
Section II covers the DuPont Model, a powerful tool for analysis & strategic decision-making. It also highlights the concept of Sustainable GrowthΒ Rate.
A Final Quiz rounds it up. There is an Assignment at the end to increase your confidence.
Section III contains extra material & some of my published articles. I shall add to this as & when there is something new to share with you.
I am grateful to all my publishers for their trust, & for their generosity in sharing knowledge.
By the end of this course you should be able to make sense of financial statements – without fear.You will learn to identify areas which require further examination.
Using this information you should be ready to independently assess the financial health of companies; & be discerning in your choice of investments. It is your hard-earned money; you must treat it with respect.
A note of caution: Ratios are tools, not medicines.
Three ideas to wrap-up:
*** Be confident, but cautious
*** Always keep learning (especially from your mistakes)
*** Practice, practice, practice
Thank You.
Manohar V. Dansingani
(Cover photo: Roshan M. Dansingani, FIII)
Content
Overview & Financial Ratios
The DuPont Model
Extra Material & Articles