Investment Masterclass
Be equipped with practical tools, expand your knowledge, become a better investor, and take your career to the next level
Essential principles for successful investing
June 2024
register until
May 31, 2024
6 Live sessions
Register your interest to secure the best price today

Why take this course

I studied accounting at university and became a CFA Charterholder in 2006. Throughout my career, I have worked in the Big 4 accounting firm, followed by investment banking, buy-side and equity research career.

In this course, I will share the key principles and practical tools for successful investing based on my personal experience and years of study and practice. They don’t teach this at universities. You will learn the most important lessons I wish someone had told me when I just started.

Who is this course for

You are busy running your business but want to put your savings to work and are conscious of advisor fees. You want to see your business through the eyes of investors.
You are familiar with markets and various investment strategies but are not sure what method works best and why.
Active investors
You are overwhelmed with investment ideas (AI, China, Biotech, EVs) and want to focus on what really matters.

What you'll get out of this course

  • Understand the drivers behind investment returns
  • Sources for new investment ideas
  • Use a 5-minute test to check the attractiveness of the company
  • Learn advanced analytical tools
  • Position sizing and core principles of portfolio management (concentration vs diversification)
  • Decide when to sell or add to a position
  • Typical investment mistakes and how to avoid them
  • Make the first steps to building your own stock portfolio

This course includes

  • 5 live presentations with Q&A and one interactive session (Ask me anything)
  • Private chat group for interactions between students and the instructor
  • Assessment of your investment knowledge before and after the course
  • Opportunity to present your investment idea and receive feedback at the end of the course
  • Recommended reading list and reference materials
  • Lifetime access to course materials
  • Gift (Investment Checklist or a Book)
  • Course certificate upon completion

Course Syllabus

April 11, 2024 – April 30, 2024
11 April 2024
4-5 pm London (UK)
11 April 2024
4-5 pm London (UK)
Module 1. Why invest in stocks
  • What is behind historical stock returns, and what returns could you expect from investing in equities?
  • A better strategy than just buying a low P/E stock or a fast-growing company
  • Should you buy an ETF or an individual stock?
16 April 2024
4-5 pm London (UK)
16 April 2024
4-5 pm London (UK)
Module 2. Five-step process to analyse a new investment
  • Review of Hidden Value Gems proprietary method of analysis
  • Case Studies
  • The most important question to ask when analysing a company
18 April 2024
4-5 pm London (UK)
18 April 2024
4-5 pm London (UK)
Module 3. Critical financial ratios to separate winners from losers
  • You can spot a great business using just one financial ratio
  • Exceptions to the rule
  • Breakdown of the ratio and supplement indicators
23 April 2024
4-5 pm London (UK)
23 April 2024
4-5 pm London (UK)
Module 4. Sources for your investment ideas
  • The usual places (business press, quarterly letters, screens, forums & clubs)
  • "Kicking the tires"
  • Hidden places to look for new ideas
25 April 2024
6-7 pm London (UK)
25 April 2024
6-7 pm London (UK)
Module 5. Risk and Portfolio Management
  • Typical mistakes and how to avoid them
  • Margin of Safety, Volatility and how to minimise Risk
  • Diversification vs Concentrated bets
  • 100% invested or keeping a small cash pile?
  • What is the optimal position size for an investment?
30 April 2024
4-5.30 pm London (UK)
30 April 2024
4-5.30 pm London (UK)
Module 6. Ask Me Anything and stock pitches
This session will last 90 minutes, where you will have an opportunity to pitch your own stock idea and get feedback, as well as ask the instructor any questions

Meet your instructor

Ildar Davletshin, CFA
Founder of Hidden Value Gems
Published 1,000+ research reports and analyst notes
Covered 100+ public companies
Helped corporates to raise over $1.5 billion through IPOs and private placements
Provided financial advice to investors with a wide range of portfolio strategies (Value, Growth, Long/Short, Natural resources, EM, Market neutral)
Prior roles include Valuation analyst at Ernst & Young, M&A banker at Dresdner Kleinwort, Lead investment analyst at Centaurus Capital (multi-billion event-driven hedge fund), Senior equity research analyst at Renaissance Capital and WOOD & Co
Frequently Asked Questions

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