Trading Psychology

• Formatting the data, summarizing, and creating a presentable format.
• Manipulating Text and Numerical Data
• Using Pivot Tables to Sumerize Data

• Converting data into tabular format
• Identify high profit sales using conditional formatting
• Excel Best Practices

• Inputs/Assumptions Worksheet
• Preparing the 3 Financial Statements

• Preparing Depreciation & Amortization Schedule
• Preparing Debt Schedule
• Other Working Notes

• Understand the Business Model and Operating Model
• Modeling the Historical Statement
• Modeling Assumptions for Future Action

• Modeling Revenue Build-up – projecting the future revenues
• Modeling Cost Build-up – projecting the future cost
• Modeling the Asset Schedule
• Modeling the Depreciation Schedule – Book and Income Tax Depreciation
• Working Capital and Term Loan Modelling – Debt Infusion
• Equity Modelling – Equity Infusion

• WACC and Cost of Equity Analysis
• Performing Valuation using DCF

• Performing Sensitivity/Scenario Analysis
• Comparing the Valuation Summary using Different Parameters

• Introducing Investment Banking

• How Investment Bankers Sell Companies

• Role of Investment Banking in Mergers and Acquisition

• How Investment Banking Is Used in Leveraged Buyouts

• Finding Data - Document and reports.

• Making Sense of Financial Statements

• Perfecting the Financial Ratios for Investment Banking

• Sizing up the Industry.

• Understanding Stocks and Focusing on Past Transactions.

• Applying Investment Banking to Fixed Income

• Doing a Discounted Free Cash Flow Analysis

• Structuring a Leveraged Buyout.

• Determining The Strength Of A Company’s Return On Equity

• Return on Equity

• Knowing the rules