Winter Presentation,Final(2)

Stock Analyst Program 2009 Farid Guindo Kaushik Sudharsanam March 02, 2009

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Stock Analyst Program 2008

[object Object],[object Object],Portfolio Overview Performance Summary Asset Mix Stock Analyst Program 2008

Equity Analysis Techniques Top Down Analysis Bottom Up Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Stock Analyst Program 2008

Research Report Composition ,[object Object],[object Object],Stock Analyst Program 2008

Evaluation Criteria (1) ,[object Object],[object Object],Research Report Evaluation Stock Analyst Program 2008

Macro-Economic Analysis (1) ,[object Object],[object Object],Cycle Significance and Composition The Indicators ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Stock Analyst Program 2008

Macro-Economic Analysis cont’d. ,[object Object],Alternative Measures (1) ,[object Object],[object Object],Stock Analyst Program 2008

[object Object],Economic Calendar Stock Analyst Program 2008

[object Object],[object Object],Overview Stock Analyst Program 2008

Valuation Methodology ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Discounted Cash Flow (DCF) Precedent Transactions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Comparable Transactions Stock Analyst Program 2008

DCF- Methodology ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Discounted Cash Flow Method Stock Analyst Program 2008

DCF- Methodology ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Discounted Cash Flow Method Stock Analyst Program 2008

Precedent Transactions, Basic Steps ,[object Object],[object Object],[object Object],[object Object],Precedent Transactions Method Stock Analyst Program 2008

Relative Valuation, Basic Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],Relative Method Stock Analyst Program 2008

Summary ,[object Object],[object Object],[object Object],Value Investing Growth Investing Contrarian Investing GARP Investing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Stock Analyst Program 2008

Value Investing: A Closer look ,[object Object],1. Sourced to John Reese, Todd Glassman; “Market Gurus.” Time Horizon Risk Level Effort Stock Analyst Program 2008

Ratios and Techniques; Value Investing Benjamin Graham Warren Buffet 1. Sourced to John Reese, Todd Glassman; “Market Gurus.” Stock Analyst Program 2008

Buffett’s Due Diligence First Stage Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1. Sourced to John Reese, Todd Glassman; “Market Gurus.” Stock Analyst Program 2008

Second Stage Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Buffett’s Due Diligence cont’d 1. Sourced to John Reese, Todd Glassman; “Market Gurus.” Stock Analyst Program 2008

Second Stage Analysis Buffett’s Due Diligence cont’d ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1. Sourced to John Reese, Todd Glassman; “Market Gurus.” Stock Analyst Program 2008

Growth Investing Time Horizon Risk Level Effort ,[object Object],[object Object],1. Sourced to John Reese, Todd Glassman; “Market Gurus.” Stock Analyst Program 2008

Growth Investing cont’d William O’Neal ,[object Object],1. Sourced to John Reese, Todd Glassman; “Market Gurus.” Stock Analyst Program 2008

Value versus Growth 1. Sourced to Bloomberg Financial. Both Value and Growth index are from BARRA. Relative Price Performance ,[object Object],Stock Analyst Program 2008

Value versus Growth Time Horizon Risk Level Effort ,[object Object],[object Object],[object Object],1. Sourced to John Reese, Todd Glassman; “Market Gurus.” Stock Analyst Program 2008

Against Conventional Wisdom Time Horizon Risk Level Effort ,[object Object],1. Sourced to John Reese, Todd Glassman; “Market Gurus.” Stock Analyst Program 2008

Against Conventional Wisdom cont’d David Dreman 1. Sourced to John Reese, Todd Glassman; “Market Gurus.” Stock Analyst Program 2008

Important Ratios Activity Ratios Liquidity Ratios 1. Sourced to CFA institute, Financial Statement Analysis. Stock Analyst Program 2008

Important Ratios Solvency Ratios Profitability Ratios 1. Sourced to CFA institute, Financial Statement Analysis. Stock Analyst Program 2008

Important Ratios Performance Ratios Coverage Ratios 1. Sourced to CFA institute, Financial Statement Analysis. Stock Analyst Program 2008

Resources Stock Analyst Program 2008

Winter Presentation,Final(2)

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