Advanced Value Investing

Submitted by admin on
Program Salesforce ID
a0G030000018rk7EAA
Page Content
Faculty Insight
Body

“More than ever, a good value investor is a specialized value investor, someone who understands a particular industry, market trends, or class of events very well. This program will equip you to become that value investor.”
– The Faculty Director Tano Santos

Single Column
True
Section ID
faculty-insight
Overview
Body
Single Column
False
Section ID
overview
Impact
Body

Advanced Value Investing builds on the popular Value Investing program at Columbia Business School Executive Education. The Advanced Value Investing program offers:

  • A crash course in the valuation framework, an investment approach that is flexible and tactical
  • A deep dive into the framework of investing in compounders — companies that can reinvest capital at returns of invested capital well above the costs of capital and that have large total addressable markets so that they can grow with the market and “compound” for long periods of time
  • A better understanding of risk beyond standard diversification arguments
  • A look at the disruption and changing trends in the market, including macrotrends and regulatory threats

The increasing importance of slow-moving consumer trends to the portfolio diversification

Upon completion of this program, you will earn three credits towards a Certificate with select alumni and tuition benefits. Learn more.

Single Column
True
Section ID
impact
Program Structure
Body

This program currently takes place in a live online format. View the program schedule.

The program takes place over the course of five days and covers the following topics, which are supported by relevant case studies:

Day 1

  • Introduction: What is Modern Value and Why Now?
  • Review of the Basic Valuation Framework

Day 2

  • The Logic of Growth and Compounding

Day 3

  • Risk Management: Frameworks
  • Technological Disruptions

Day 4

  • Risk Management: Regulatory Disruptions
  • Trends: The Case of the Tourism Industry

Day 5

  • On the Issue of Management: Shareholder Engagement
  • The Total Investor

For a complete program schedule download the agenda.

Single Column
True
Section ID
program-structure
Participant Profile
Geographic Spread
Years of Management Experience
Job Function
Industry
Section ID
participant-profile
Hear from Past Participants
Quotes
Name
Herman Liu
Role
Manager at Sung Kee Hong Ltd
Quote Content
Professor Santos is extremely helpful and knowledgeable in value investing. I have a much deeper understanding of how value investing is applied in modern times after this course.
Name
Chris Carlson
Quote Content
I can't recommend this course enough. Real-world context with great academic foundation.
Name
Frederik Bossens
Quote Content
I've been reading about value investing for decades. But after taking the online version of the Value Investing program, my thinking about value investing improved dramatically. Then I worked with the basic framework for three years. Then I took this advanced course and again, I noted a great improvement and advancement in my thinking, making me more capable of doing valuation even in the most modern industries such as online payment, online booking, etc. I recommend this course to every serious value investor.
Name
Juan Anton
Quote Content
Very useful program. Tano Santos is awesome. I strongly recommend it.
Name
Martin Darrer
Role
Project Manager
Quote Content
In found this course informative, though-provoking, and filled with great discussion on the topic of Value Investing. The content and interaction was excellent. I wouldn’t hesitate to recommend this program to a fellow colleague.
Name
Daizy Diab
Role
Director
Quote Content
Best program I have ever taken.
Section ID
testimonials