Those who joined the private forum in which on-line strategy-design seminar materials have been posted have, by now, received e-mails advising them that the last topic (Momentum) is now live along with an update linked list of all content.
For those who were not part of it, since this is a virtual thing, it’s never too late to join and for those who’ve let things slide (wink, wink), it’s never too late to get back to it.
To make life easy for all, whether or not you joined the private group, below is a copy of the list of content with links to PDFs. The list is also available here as a pdf download.
https://drive.google.com/open?id=0BxuIkysU9OYuUVUwOEQ0MUQwM2s
The Full Topic List:
Topic 1 – The Dynamics of Stock Pricing
Why Stock Prices Are What They Are
https://drive.google.com/open?id=0BxuIkysU9OYuMFZpNzZWTTZkdHM
From Dividends To EPS
https://drive.google.com/open?id=0BxuIkysU9OYuWVV1dHp3bmNScVU
Out Of The Ivory Tower
https://drive.google.com/open?id=0BxuIkysU9OYuZUpTQy1hMzdXenc
Value And Beyond
https://drive.google.com/open?id=0BxuIkysU9OYuZ1NnX2FteHgxeTA
Topic 2 – A Noise/Value Strategy
2A – Laying The Groundwork For A Noise-Value Strategy
https://drive.google.com/open?id=0BxuIkysU9OYuZ1NnX2FteHgxeTA
2B – Details Of A Noise-Value Strategy
https://drive.google.com/open?id=0BxuIkysU9OYuOFdUaEFhSFdRNVU
2C – Testing The Noise-Value Strategy
https://drive.google.com/open?id=0BxuIkysU9OYuSVA4QnhTREJXdGs
Topic 3 – Value
3A - Designing A PE-Based Strategy
https://drive.google.com/open?id=0BxuIkysU9OYuSVA4QnhTREJXdGs
3B – Designing A Sales-Based Valuation Strategy
https://drive.google.com/open?id=0BxuIkysU9OYuSVA4QnhTREJXdGs
3C – Value Based On Cash Flow
https://drive.google.com/open?id=0BxuIkysU9OYuRW9NNWNSNGRhMm8
3D – Using Price/Book
https://drive.google.com/open?id=0BxuIkysU9OYuRW9NNWNSNGRhMm8
3E – Special Topics In Valuation
https://drive.google.com/open?id=0BxuIkysU9OYuZVNqZnU1bTQyMWc
Topic 4 – Quality
A – Overview Of Quality
https://drive.google.com/open?id=0BxuIkysU9OYuU0JXdnRhLUtXTG8
B – The DuPont Framework
https://drive.google.com/open?id=0BxuIkysU9OYuaWFsZmtJWW1hLVE
C – The Components Of Quality
https://drive.google.com/open?id=0BxuIkysU9OYuUHUzU2padzg3MTQ
D- Using Quality Factors In Your Strategies
https://drive.google.com/open?id=0BxuIkysU9OYudnNfNHExeFVKRUk
E – Earnings Quality
https://drive.google.com/open?id=0BxuIkysU9OYuYVhUSFhZTUJFQUE
Topic 5 – Working with Analyst-Related Data
Topic 5
https://drive.google.com/open?id=0BxuIkysU9OYuUlpNbGJyeGFkV0E
Topic 6 – Momentum
Topic 6
https://drive.google.com/open?id=0BxuIkysU9OYubU5mNkdJdzZGSDg
Supplemental Material
Effective Testing/Simulating
https://drive.google.com/open?id=0BxuIkysU9OYudjZQLXFBaV9fSFE
Weighted Average Cost of Capital (WACC) – Part 1
https://drive.google.com/open?id=0BxuIkysU9OYua3ZGOTNoMDZVTzA
Weighted Average Cost of Capital (WACC) – Part 2
https://drive.google.com/open?id=0BxuIkysU9OYuejRwVlUzZlpCRzQ
Weighted Average Cost of Capital (WACC) – Part 3
https://drive.google.com/open?id=0BxuIkysU9OYuNjNjRWdneHRKeU0
Weighted Average Cost of Capital (WACC) – Part 4
https://drive.google.com/open?id=0BxuIkysU9OYuS2QxX0ptRlZrdWc
P123 Strategy Design Online Class.pdf (44.7 KB)