Investment Masterclass
An intensive course full of practical tools to expand your knowledge and become a better investor
Essential principles for successful investing
Dates
June 11 - 18, 2024
Modules
6 Live sessions
REGISTER UNTIL
June 10, 2024
*Investment Masterclass is fully booked. Register your interest in the future cohort
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.
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
Entrepreneurs
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.
Professionals
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
5 PDF files with 150 slides plus access to video recordings for up to a year
Gift (Investment Checklist or a Book)
Course certificate upon completion
Course Syllabus
June 11, 2024 – June 18, 2024
11 June 2024
3-5 pm London (UK)
3-5 pm London (UK)
11 June 2024
3-5 pm London (UK)
3-5 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?
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
13 June 2024
3-5 pm London (UK)
3-5 pm London (UK)
13 June 2024
3-5 pm London (UK)
3-5 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
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
18 June 2024
3-5 pm London (UK)
3-5 pm London (UK)
18 June 2024
3-5 pm London (UK)
3-5 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?
Module 6. Ask Me Anything and stock pitches
This session will last 60 minutes, where you will have an opportunity to pitch your own stock idea and get feedback, as well as ask the instructor any questions
Four facts about the first cohort
- 100%graded the course modules as good or excellent
- 100%would recommend this course to their friends
- 100%admitted that the course has significantly influenced their investment process
- 50%had more than 5 years of investment experience
Note: percentages are based on the number of students who filled in the survey (over 60%)
What other participants say about this course
- Stephen Bierman
Ex-Bloomberg, Energy, Private Investor
MontenegroThanks, Ildar. Good one!
A very good resource for decision-making. Solid principles. Logical. - Grigory Sapunov
Co-founder and CTO at Intento
UKGreat masterclass, Ildar! Thanks for sharing your experience with us! - James Joash Okema
Strategy and Management Consultant at DECIMUS ADVISORY
UgandaThank you so much Ildar for taking the time to curate such a great learning experience! It was truly a pleasure to be part of such a dynamic and enriching experience. Your insights were truly eye-opening and invaluable. You generously shared your expertise and experience, and for that I am forever grateful. - Artem Kvas
Senior Vice President at Mubadala | UAE Investments
UAEThank you Ildar - great material and most importantly something that comes on the back of many years of practical experience out there in the markets!
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
All sessions are pre-recorded and available for all enrolled students via the link that will be emailed to you after a live session.
You will have access to the recordings and all materials for up to a year.
All sessions can be watched at the student's pace. The approximate time commitment for this course is 4 hours a week. This consists of four modules each week, with each module lasting ~1 hour. To make the most of this course, 4-5 extra hours a week are recommended for additional reading and stock research.
If you can't make it or decide the course isn't for you, just let us know before the 2nd session, and we will refund your fee, no questions asked.
This course is designed to cater to those who have a basic understanding of financials (familiar with key accounting terms like P&L, EBITDA, and cash flows) and want to advance their knowledge and make the first steps in investing. Those participants who have recently started investing will also benefit from the practical tools and tips shared in this course.
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