Assignment Discussion: Stock Selection and Justification

Today's session has been cancelled due to unforeseen circumstances.  We appreciate your understanding and apologize for any inconvenience caused.

Foundations of Fundamental and Industry Analysis (Recording)

Discussion

Exploring Investment Styles: Growth, Value, Themes, and Market Trends (Recording)

Session

How to Pick a Stock: Styles, Trends, and Market Tailwinds (Recording)

 Analysing Financials, Market position and Growth of Industries and Companies (Recording)

Understanding Businesses: Key Drivers Through Annual Reports & Investor Presentations

Financials 1: P&L Statement Analysis and Data Cleaning in Excel (Recording)

Financials 2: Balance Sheet & Cash Flow Analysis in Excel

Financials 3: Key Ratios and Integrated Financial Statement Analysis in Excel (Recording)

Review and Discussion of Assignments

Session Cancelled

Financial Modeling: Template Creation & P&L Projections (Recording)

Forecasting the Balance Sheet

Valuation 1: Methods, Risk-Free Rate, and Cost of Equity Calculation (Recording)

Understanding Banking & NBFC Business Models

Portfolio Management

Session on 5th June

Live Session

Guest Lecture II

Guest Lecture III

Kunal, the co-founder of Upsurge.club, has a background in equity research and merchant banking, where he played a pivotal role in helping numerous companies raise millions of dollars. Notably, the companies he selected achieved remarkable returns of 8x-10x for the asset management company.

Investing

Evaluate companies on the basis of financial statements, annual reports, industry analysis, and corporate governance

Master the art of fundamental analysis

Create financial models on MS Excel to forecast revenue, profit, and cash flow statements, and determine a stock's fair value

Build detailed financial models  

Spot potential multi-baggers different investment styles, screeners, and industry trends

Identify multi-bagger stocks

Monitor results, management commentary, and market updates to stay informed and manage your portfolio  

Track your investments and build a strong portfolio

<ul><li>Fundamental vs technical analysis and their practical applications</li><li>Investment styles like growth, value, situational investing, and copy investing</li><li>Stock idea generation using screeners, market themes, and industry tailwinds&nbsp; </li><li>Industry analysis using Porter’s 5 forces and identifying major growth drivers&nbsp; </li><li>Reading annual reports and investor presentations as key sources of company insights&nbsp; </li><li>Analyzing profit and loss statements, balance sheets, and cash flow statements in detail&nbsp; </li><li>Key financial ratios depending on industry and company&nbsp; </li><li>Financial modeling to forecast P&amp;L, balance sheet, and cash flow statements on MS Excel&nbsp; </li><li>Valuation methods for companies in different industries, including DCF, relative valuation, and NAV-based valuation&nbsp; </li><li>Tracking company performance through quarterly results, con calls, and shareholding patterns&nbsp; </li><li>Determination of impact of global and domestic economic trends on company and stock performance&nbsp; </li><li>Guest lectures covering investment styles by experienced investors&nbsp; </li></ul>

In this course, we have discussed the origin of Coffee Can Investing Strategy, followed up by understanding the parameters to create the Coffee Can Portfolio. Once we understand the parameters, we will practically create the Coffee Can Portfolio in the Indian Markets using platforms like screener.in, that might have the potential to the beat the benchmark & Mutual Fund Returns easily. 

Introduction to Coffee Can Strategy

Introduction

Building a Coffee Can Portfolio

Welcome to the Coffee Can Investing Strategy course on Upsurge.club, where we will learn how to build an investible portfolio that can beat the benchmark in the long run using Coffee Can Investing Strategy by Robert G. Kirby In lesson 1, Introduction to Coffee Can Strategy, we begin by exploring the origins of the Coffee Can Investing Strategy and learn how to filter stocks for our desired portfolio. In lesson 2, Building Coffee Can Portfolio, we will uncover the key rules for building a Coffee Can Portfolio. Then, we will put this knowledge into action by creating a Coffee Can Portfolio for the Indian Markets using tools like screener.in. Our goal through this course is to outperform benchmark indices and mutual funds effortlessly. Course Highlights: - Understand the Coffee Can Investing Strategy - Learn how to filter the stocks by making necessary adjustments - Create an investing portfolio that beats the benchmark Who is this course for: - Individuals looking to build an investible portfolio that outperforms the benchmark - Any individual wanting to learn a new investing strategy

Coffee Can Investing Strategy

Apply the Coffee Can Strategy to create and adjust a benchmark-beating investment portfolio.

Learn How to Start Investing

Stock Market Investing Course

In this course, we have covered all the basic nuances of how stock markets work, followed by thoroughly understanding the various terminologies and concepts in the markets. Not just this, we have also discussed various stock market anlysis platforms, and have discussed how you can screen a stock briskly by looking at multiple screeners. 

So in case if you're completely new to stock markets, this course will be a good beginning for you. 

Why Stock Markets?

Why Invest?

Important Concepts of Stock Markets

How to invest?

Conclusion

Investing for Beginners

Welcome to our course on Stock Market Investing for Beginners on Upsurge.club where we have explored the world of stock investing and have bursted myths around the stock market. It also covers important stock market ivesting terminologies and explains how to choose the right investment vehicle and further explains how to analyze a company. It concludes with how to use a broker's platform and <a href="http://screener.in/">screener.in</a> In lesson 1, Why Stock Investing?, you will learn the significance of stock market investing and discover the power of compounding. We will also burst myths around stock investing. In lesson 2, Important Concepts of Stock Markets, you will learn key stock market terminologies including market capitalization, and market participants. You will also learn to differentiate between primary and secondary markets and comprehend their roles. In lesson 3, How to Invest in Stock Market?, you will explore stock investing vehicles such as Mutual Funds and ETFs. You will also learn to analyze companies using publicly available data and a valuable tool, screener.in. In lesson 4, Conclusion, we have given a recap of everything learned so far so that you can consolidate your understanding of the stock market investing to confidently take the next steps in your investing journey. Course Highlights: - Understanding the significance of stock investing - Learn important stock market terminologies - Explore different ways of investing in the stock market - Using screener.in for company analysis Who is this course for: - Individuals who want to learn how to invest in stock markets. - Beginners who want to learn stock investing principles and concepts. - Those who are eager to learn the art of stock inveting. - Anyone ready to embark on a fulfilling journey into the world of stock investing.

Stock Market Investing for Beginners

Understand important stock market investing concepts and start your investing journey.

Learn How to Value Stock Markets

Stock Market Valuations Course

Understanding Stock Market Valuations

Economic Factors & Equity Markets

Foreign Flows & Indian Markets

How to beat the Benchmark?

Stock Market Valuations

Master essential valuation metrics like PE, PB, Dividend Yield, and CAPE ratio to assess stock market value. You will also learn a simple yet powerful investment strategy to outperform the Nifty Benchmark. To further understand stock market cycles, get ready to master relationships of macroeconomic parameters and stock markets and understand their impact on stock market valuations. Gain the skills to make informed and successful investment decisions.

Stock Market Valuation for Investing

Evaluate market valuation using effective techniques & learn to outperform the benchmark.

Equity Analysis and Valuation Mentorship Program

STOCK_MARKET

Learn the art of fundamental analysis, build financial models, and find multi-
bagger stocks.