Data Science 4 Buffett Value Investing

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Yao Zhao

3:47:53

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1. Welcome!

1. Welcome Message.html

2. Introduction.mp4

05:00

3.1 Course Outline.docx

3. Course Outline.mp4

01:42

4. Disclaimer.mp4

00:04

2. Value Investing Principles of Buffett

1. Section 2 Introduction.html

2. Data Science Perspective of Market Behavior and Buffett Value Investing.mp4

09:45

3.1 3.SP500 Models.xlsx

3. Statistics Modeling of SP500 Index by Excel.mp4

02:33

4.1 Google Sheet for the technical analysis of SP500 index.html

4. Statistics Modeling of SP500 Index by Google-Sheets.mp4

01:14

3. Terminology, Financial Database and Analysis Tools

1. Section 3 Overview.html

2.1 2.Basic-Terminology.docx

2.2 Amazon and Walmart examples at pages 31-32.html

2. Terminology for Financials & Stock Investing.mp4

05:44

3.1 2.Industry Classification and Examples.docx

3.2 Apple example at page 33.html

3. Industry Classification.mp4

07:10

4.1 Free educational database.html

4. Financial Database and Analysis Tools Tutorial.mp4

17:49

5.1 Amazon example at page 31.html

5. Retrieving Financial and Valuation Data for Amazon.mp4

03:27

6. Retrieving the financial and valuation data for a company of your choice.html

4. Assessment Test (Quiz) 1

1. Overview of Assessment Test 1.html

2. Assessment Test 1.html

5. Industry and Country Analysis and Selection

1. Industry and Country Analysis Overview.html

2. Which Countries to Invest.mp4

06:28

3.1 Analysis template is at page 34.html

3.2 CAGR - Country.xlsx

3. Generating Country Analysis.mp4

05:12

4. Which Industries to Invest or Avoid.mp4

10:06

5.1 Analysis template is at page 43.html

5.2 CAGR - Industry.xlsx

5. Generating Industry Analysis.mp4

01:53

6. Identify Sun-Rise vs. Sun-Set Industries by Competition Intensity.mp4

01:28

7.1 Analysis template is at page 69.html

7. Generating Competition Intensity.mp4

00:51

8. Analyze the countries and industries of your choice for investment purpose.html

6. Individual Stock Analysis Overview

1. Individual Stock Analysis Overview.html

2. Why Individual Stocks.mp4

03:14

3.1 Analysis templates at pages 4-5.html

3. Generating Data Visualization for Individual Stocks.mp4

02:34

4. Three Exploding Stocks.mp4

03:07

5.1 Analysis template is at page 12.html

5. Estimate Fair Price (Intrinsic Value) by the Price Regression Model.mp4

10:16

6.1 Analysis template is at page 12.html

6. Generating the Price Regression Models.mp4

01:38

7. Assessment Test (Quiz) 2

1. Overview of Assessment Test 2.html

2. Assessment Test 2.html

8. Individual Stock Analysis in Retailing Industry

1. Overview of Individual Stock Analysis in Retailing.html

2.1 CAGR - Case-Studies.xlsx

2. Retailing Industry Stock Market Overview.mp4

02:58

3.1 Analysis template is at page 20.html

3. Generating Retailing Industry Stock Market Analysis.mp4

06:39

4. Amazon, TJX and Nordstrom Fair Price Analysis.mp4

03:16

5.1 Analysis template is at page 26.html

5.2 Fair-price-calculation - retailing.xlsx

5. Generating the Price Regression Models for Amazon, Nordstrom and TJX.mp4

04:28

6. Under-Value Analysis of Amazon and Nordstrom.mp4

06:50

7.1 Analysis template is at page 29.html

7. Generating the Under-Value Analysis for Amazon.mp4

02:43

9. Individual Stock Analysis in Semiconductors Industry

1. Overview of Individual Stock Analysis in Semiconductors.html

2.1 CAGR - Case-Studies.xlsx

2. Semiconductors Industry Stock Market Overview.mp4

02:41

3.1 Analysis template is at page 42.html

3. Generating Semiconductors Industry Stock Market Analysis.mp4

05:44

4. Intel, AMD and Texas Instruments Fair Price Analysis.mp4

03:10

5.1 Analysis template is at page 49.html

5.2 Fair-price-calculation - semiconductors.xlsx

5. Generating the Price Regression Models for Intel, AMD and TXN.mp4

03:43

6. Under-Value Analysis of Intel Competitive Intelligence & Comparative Valuation.mp4

06:07

7. Over-Value Analysis of Texas Instruments.mp4

00:54

8.1 Analysis template is at page 52.html

8. Generating the Under-Value Analysis for Intel.mp4

02:32

10. Individual Stock Analysis in Pharmaceuticals and Biotechnology Industries

1. Overview of Individual Stock Analysis in Pharmaceuticals and Biotechnology.html

2.1 CAGR - Case-Studies.xlsx

2. Pharmaceuticals and Biotechnology Industries Stock Market Overview.mp4

03:42

3.1 Analysis template is at page 69.html

3. Generating Pharma and Biotech Industries Stock Market Analysis.mp4

07:49

4. Pfizer, Johnson & Johnson and Merck Fair Price Analysis.mp4

02:55

5.1 3.Fair-price-calculation - pharma.xlsx

5.2 Analysis template is at page 77.html

5. Generating the Price Regression Models for Pfizer, JnJ and Merck.mp4

03:55

6. Over-Value Analysis of Merck & Co.mp4

02:02

7.1 Analysis template is at page 80.html

7. Generating the Over-Value Analysis for Merck & Co.mp4

01:00

11. Individual Stock Analysis in Automobile Industry

1. Overview of Individual Stock Analysis in Automobile.html

2.1 CAGR - Case-Studies.xlsx

2. Automobile Industry Stock Market Overview.mp4

03:19

3.1 Analysis template is at page 84.html

3. Generating Automobile Industry Stock Market Analysis.mp4

05:36

4. GM and Ford Fair Price Analysis.mp4

03:19

5.1 3.Fair-price-calculation - Auto.xlsx

5.2 Analysis template is at page 91.html

5. Generating the Price Regression Models for GM and Ford.mp4

03:35

6. Tesla Price Analysis by Comparative Valuation Market Speculation.mp4

03:13

7.1 Analysis template is at page 94.html

7. Generating the Comparative Valuation between Ford and Tesla.mp4

01:11

12. Individual Stock Analysis in Capital Goods Industry

1. Overview of Individual Stock Analysis in Capital Goods.html

2.1 CAGR - Case-Studies.xlsx

2. Capital Goods Industry Stock Market Overview.mp4

02:23

3.1 Analysis template is at page 98.html

3. Generating Capital Goods Industry Stock Market Analysis.mp4

05:16

4. Boeing, GE and Deere Fair Price Analysis.mp4

03:17

5.1 3.Fair-price-calculation - Capital Goods.xlsx

5.2 Analysis template is at page 104.html

5. Generating the Price Regression Models for Boeing, GE and Deere.mp4

03:46

6. Under-Value Analysis of Boeing Competitive Intelligence & Comparative Valuation.mp4

06:27

7. Over-Value Analysis of Deere.mp4

00:51

8.1 Analysis template is at page 107.html

8. Generating the Under-Value Analysis for Boeing.mp4

04:58

13. Summary and Caution

1. Section 13 Overview.html

2. Summary and Caution.mp4

04:36

14. Mini-Project

1. Mini-project Overview.mp4

01:43

2. Mini-Project Data Science + Individual Stock Analysis.html

Description

Become an intelligent investor armed with a practical data-science version of Warren Buffett stock investing principles

What You'll Learn?

A practical and data-science version of Warren Buffett's value investing principles
Data science models and visualization skills for the fair price or intrinsic value of stocks
Over and under-value analysis by fundamental analysis, competitive intelligence and comparative valuation
Industry and country analysis to determine the industry & country combinations to invest or avoid
Value investing principles of Warren Buffett and the three exploding stocks
Real life case studies on companies from diverse industries so you know how to handle different situations

Who is this for?

Personal or professional investors, stock analysts, mutual fund and wealth management professionals

Investors who are interested in either individual stocks or industries (in either the United States or other countries).

What You Need to Know?

No prior experience, coding or technical skills are required.

You need a computer or tablet with Internet access.

A curious mind sensitive to data.

More details

Description
Learn how to apply data science to value investing with this course.
Market capitalization is often strongly correlated with company financials. Thus, predicting stock prices becomes predicting the financials which can be much easier. This is the essence of value investing. Leveraging data science, you'll learn the practical version of Warren BuffettÂ value investing, including
Value investing principles of Warren Buffett and the three exploding stocks.
Well tested data science models and visualization skills to determine the fair price or intrinsic value of stocks.
Practical and actionable guidelines for over and under-value analysis using fundamental analysis, competitive intelligence and comparative valuation.
Industry and country analysis to determine the industry & country combinations to invest or avoid.
Real life case studies on companies from diverse industries, such as, retailing, semiconductors, pharmaceuticals and biotechnology, automobile, and capital goods, so you know how to handle different situations.
And much more.
Why data science for value investing?
Value investing is a proven investment philosophy with many phenomenally successful examples, such as Warren Buffett, Ben Graham and Peter Lynch. Data science, like a crystal ball, can map the random price movements to predictable laws, and thus offer practical guidelines for investors to repeat the success.
Teaching methods
The course puts you at control of vast data and easy-to-use analysis tools, so you will learn by doing through,
Real life case studies and templates of diverse companies, industries and countries.
A powerful database with 30,000+ companies and 100 countries of financials and valuation data.
Visualization tools and data science models make the investment analysis easy and fun.
Sharing your work with peer investors, and learning investment insights from them.
About the instructor
The course is developed and taught by an award-winning instructor, Dr. Yao Zhao, who is the Rutgers Business School Deanâ€™s Research Professor, and has won numerous awards including National Science Foundation Career Award, Deanâ€™s Meritorious Teaching Award, and 1st prize INFORMS Case and Teaching Materials Competition. He has taught hundreds of thousands of students world-wide, online and offline; undergrad, graduate, and executive.
Who is this course for?
The course is designed for the following audiences:
Personal and professional investors, stock analysts, mutual fund and wealth management professionals.
Investors who are interested in either individual stocks or industries (in either the United States or other countries).
Course requirement
No prior experience, coding or technical skills are required:
If you are a beginner, you can build up your learnings step-by-step starting from the basics.
If you are an expert or interested in specific industries or stocks, take a look at the course outline and jump into modules that suit your needs.
Who this course is for:
Personal or professional investors, stock analysts, mutual fund and wealth management professionals
Investors who are interested in either individual stocks or industries (in either the United States or other countries).

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I am a professor at Rutgers Business School. I hold a Ph.D. degree in Industrial Engineering and Management Sciences from Northwestern University. I am the recipient of the National Science Foundation Career Award in 2008 and Dean’s Research Professorship 2019-2025. I teach core operations and analytics courses at all levels at Rutgers Business School, both online and offline, and won numerous teaching awards, including 1st prize of INFORM case writing competition in 2014, Dean’s Meritorious Teaching Award 2016, and Finalist DSI Instructional Innovation Award 2019. I have offered several popular MOOC courses to at least tens of thousands of students world-wide.

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