Основной путь
A1Reading filings as an adversary
A2The balance sheet in depth
A3Revenue, expenses and profit
A4Cash flow and cash quality
A5Ratios and DuPont
A6Recasting for analysis
V1How value is created
V2Competitive advantage
A11Forecasting and model architecture
V3Discount rates
V4DCF mechanics
V5The full teardown
V6Multiples
V8Expectations investing
S6Quality and compounders
S4Deep value
Углублённый путь
A7The shenanigans catalogue
A8Fraud and the forensic mindset
A9Quality of earnings scorecard
A10Credit analysis and distress
V7Residual income and economic profit
V9Valuing under uncertainty
V10Real options
V11Hard cases I: young and intangible
V12Hard cases II: decline, distress, cycles
V13Hard cases III: global and complex
V14M&A, LBOs and capital allocation
S5Contrarian
S7Special situations
S8Short selling
