Advanced Value Investing

“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

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.

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.