Course Objective:
Enable intermediate to advanced learners to confidently analyze companies, decode economic cycles, evaluate management, apply valuation techniques, and make data-backed long-term investment decisions.


Course Format:
10 Classes (60–90 mins each) | Format: Video + PDF Notes + Real Examples + Quizzes


Modules & Lesson Plan

Module 1: Business Analysis Beyond Basics
Class 1: Understanding Business Models & Competitive Advantage
Types of business models (B2B, B2C, SaaS, FMCG, etc.)
Evaluating scalability, cyclicality, and capital intensity
Economic Moat: Brands, Network Effects, Cost Advantage
Case Studies:

Class 2: Management Quality & Corporate Governance
Promoter holding, pledge, remuneration
Red flags in annual reports
Past actions > Words: How to evaluate management intent
Fraud detection framework

Module 2: Financial Deep Dive
Class 3: Advanced Financial Statement Analysis
Hidden insights in Notes to Accounts
Working capital management & asset quality
Cash Flow > Profit: Importance of free cash flow
Real analysis of a listed company
Class 4: Ratio Analysis in Context
DuPont Analysis
Advanced profitability, efficiency & solvency ratios
Interpreting ratios sector-wise (FMCG vs. Auto vs. Infra)
ROIC vs. ROE vs. ROA

Module 3: Valuation Mastery
Class 5: Intrinsic Valuation – DCF & Beyond
DCF step-by-step with practical example
Growth assumptions, terminal value & discount rate
Limitations and sensitivity analysis
Excel-based DCF model walkthrough
Class 6: Relative Valuation Techniques
PE, EV/EBITDA, PB Ratio – when to use what
Sector-specific benchmarks
PEG ratio, SOTP (Sum of Parts Valuation)
Case Study: Reliance Industries or Adani Ports

Module 4: Macroeconomics & Sector Analysis
Class 7: Understanding Macro Indicators
GDP, Inflation, Interest Rates, IIP, PMI
RBI Policy and its impact on sectors
Sectoral rotation based on macro trends
Correlation with stock performance
Class 8: Sectoral & Industry Analysis
Porter's 5 Forces Framework
Regulatory & global impact on sectors
Sector lifecycle: early, mature, declining
Real-time sector comparison dashboard

Module 5: Putting It All Together
Class 9: Stock Research Case Study & Checklist
Applying all modules to one company
Creating an Investment Thesis
Red Flag Checklist
Buy/Sell/Hold decision logic
Class 10: Portfolio Building & Tracking
Asset allocation principles
Concentration vs. diversification
Tracking, review & rebalance strategies
Investing psychology & behavioral finance


You’ll Get:
10 Advanced Live/Recorded Sessions
Downloadable PDF Worksheets + Valuation Models
Annual Report Reading Tracker
Investment Thesis Template
Certificate + Lifetime Material Access


Perfect For:
Traders transitioning into long-term investing
Working professionals managing personal wealth
Equity research analysts & CFA/CA students
Anyone serious about building wealth via fundamentals