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 Growth 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.


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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)

English
language

Content

Overview & Financial Ratios

Introduction
Financial Statements Primer – Part I
Financial Statements Primer – Part II
Beware The Guile of Numbers
Financial Ratios – Part I
Financial Ratios – Part II
Part I – Quiz

The DuPont Model

The DuPont Model
The DuPont Model – ROE
The DuPont Model – Does It Work?
The 5-Step DuPont Model
The DuPont Model & Sustainable Growth Rate
Conclusion & Caution
Final Quiz

Extra Material & Articles

Extra Material & Articles