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  1. Courses
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  3. Value Investing Strategies

Value Investing Strategies

This foundational course introduces and illustrates the components of total investors’ returns, and how to apply balanced value investing strategies to optimize total risk and returns for investors in equity.

Doug Williamson
Doug Williamson
Finance | core | 1 hour 30 minutes |   Published: Oct 2023
In partnership with: Coursera

    Discussions

Overview

1KSTUDENTS*
96%RECOMMEND*

This course includes:

  • 1.5 hours of on-demand video  
  • Certificate of completion  
  • Direct access/chat with the instructor 
  • 100% self-paced online 

This foundational course introduces and illustrates the components of total investors’ returns, and how to apply balanced value investing strategies to optimize total risk and returns for investors in equity.  It explains and illustrates intrinsic valuation techniques including earnings and EBITA (or EBITDA) multiples valuation, the dividend valuation model (DVM) and discounted cash flow (DCF).  It also discusses and illustrates net assets valuation, market to book ratios (MBR), portfolio construction and qualitative and behavioral success factors including client relationship management.

Skills You Will Gain

Account Management
Accounting
Capital Market
Corporate Finance
Equity market
Finance
Investment
Investment Management
Shares
Stock market

Learning Outcomes (At the end of this program you will be able to)

  • Describe and illustrate the components of total shareholder return (TSR) and their interrelationships. 
  • Explain and apply a range of methods for assessing the intrinsic value of the equity or the whole business of a firm.
  • Explain value investment strategies based on identifying potentially under-valued firms.
  • Discuss the limits and challenges with value investing strategies and the hurdles that investors should be prepared for when implementing them.

Prerequisites

Basic understanding of investments, stocks and stock markets.

Who Should Attend

This program is designed for anyone interested in understanding how to apply value investing techniques to investment selection, including private investors, people already working within a financial institution in the front, middle or back-office areas, or seeking entry to one of these roles.

Curriculum

Instructors

Frequently Asked Questions

How much do the courses at Starweaver cost?

We offer flexible payment options to make learning accessible for everyone. With our Pay-As-You-Go plan, you can pay for each course individually. Alternatively, our Subscription-Based plan provides you with unlimited access to all courses for a monthly or yearly fee.

Do you offer any certifications upon completion of a course at Starweaver?

Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.

Does Starweaver offer any free courses or trials?

No, we don't offer any free courses, but we do offer 5-day trial only on our subscriptions-based plans.

Are Starweaver's courses designed for beginners or advanced students?

Our course is designed with three levels to cater to your learning needs - Core, Intermediate, and Advanced. You can choose the level that best suits your knowledge and skillset to enhance your learning experience.

What payment options are available for Starweaver courses?

We accept various payment methods such as major credit cards, PayPal, wire transfer, and company purchase orders. For more information related to payments contact customer support.

Do you offer refunds?

Yes, we do offer a 100% refund guarantee for our courses within a specified time frame. If you are not satisfied with the course, contact our customer support team to request a refund with your order details. Some restrictions may apply.

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
Doug Williamson

Doug Williamson

Doug Williamson is an experienced Course Director at the University of Cambridge, specializing in financial education. With over five years of experience in this role, he has successfully led a range of eLearning programs, including the highly acclaimed Foundations of Finance course on edX, which has attracted over 80,000 satisfied learners worldwide. Doug’s expertise lies in making complex financial concepts accessible, a skill frequently praised by industry professionals and learners alike.

In addition to his work at Cambridge, Doug has a strong background in one-on-one and small group tutoring, mentoring learners both privately and through respected institutions such as the Association of Corporate Treasurers. His dedication to clear, effective teaching has made him a trusted figure in the financial education space.

Doug is also an active mentor and trainer for Toastmasters International, where he delivers programs focused on public speaking, communication, and leadership development. This role reflects his broader commitment to personal and professional growth, helping individuals build confidence and apply their skills with lasting impact.

His consultancy work with organizations like Starweaver and the Association of Corporate Treasurers further highlights his influence in the finance sector. Doug brings a wealth of experience in executive finance mentoring and coaching across diverse industries, including banking, energy, and professional services. Whether mentoring senior executives or delivering core sessions at Cambridge Judge Business School, his practical, results-driven approach is tailored to meet the unique needs of his audience.

Through his unwavering dedication to excellence, innovation, and learner empowerment, Doug Williamson continues to inspire and elevate the field of financial education on a global scale.

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1Module 0 - Components of total shareholder return (TSR)
2Module 1 - Profitability Value Drivers
3Module 2 - Dividend Valuation Model (DVM) For Equity
4Module 3 - Discounted cash flow (DCF) for whole business (equity plus debt)
5Module 4 - Net assets valuation for equity
6Module 5 - Portfolio construction and client relations

Segment 10 - Forecast Dividends

Segment 11 - Required Return on Equity - CAPM

Segment 12 - Risk Destroys Value

Segment 13 - Growth Creates Value

Segment 01 - Introduction to the course and the instructor

Segment 02 - Dividend yield

Segment 03 - Capital growth

Segment 04 - Total return

Segment 05 - Tax on income and gains

Segment 06 - Reported earnings

Segment 07 - Price to Earnings (PE) ratios for equity

Segment 08 - Reported EBITA

Segment 09 - EBITA ratios for the whole business (equity plus debt)

Segment 14 - Weighted average cost of capital (WACC) 

Segment 15 - Present value analysis 

Segment 16 - Annuities 

Segment 17 - Perpetuities 

Segment 22 - Diversification

Segment 23 - Margin of safety 

Segment 24 - Due diligence and experience

Segment 25 - Patience and contrarianism 

Segment 26 - Conclusion & Takeaways

Segment 18 - Book net worth 

Segment 19 - Tangible net worth (TNW)

Segment 20 - Market to book ratios (MBR)

Segment 21 - Discount to book value