Equity Valuation and Portfolio Analysis: Financial Modeling Guide

Making sound investment decisions requires a deep understanding of what a business is actually worth. This text-based course guides you through the core principles of equity research, financial modeling, and portfolio management. By reading and working through the structured explanations, you will gain the skills to analyze financial statements, estimate intrinsic company value, and build a diversified portfolio that aligns with modern investment strategies. What you'll learn: - Understand the foundational concepts of equity research and financial statement analysis. - Apply absolute valuation techniques including Discounted Cash Flow modeling. - Compare companies using relative valuation metrics like P/E, EV/EBITDA, and price-to-book ratios. - Analyze portfolio risk and return using Modern Portfolio Theory principles. - Integrate modern ESG factors into your equity research and valuation models. - Construct and rebalance a diversified investment portfolio based on strategic asset allocation. You will start with key terminology and financial accounting basics before progressing to step-by-step modeling scenarios and portfolio construction techniques. This course is designed for aspiring financial analysts, retail investors, and beginners with no prior experience in finance or valuation. Start reading today to build a solid foundation in professional equity analysis.