Fundamental Analysis and Technical Analysis

1. SEGMENT ONE ( 2 hours )

- Introduction of Fusion Analysis as a Comprehensive Investment Strategy for Stock Markets right now.
- First Step: TECHNICAL ANALYSIS - understanding its Pros & Cons
- Difference between Technical and Fundamental Analysis
- Philosophy of Technical Analysis: Dow Theory and Elliott Wave
- Trendlines
- Support and Resistances
- Types of Charts
- Japanese Candlestick Patterns – Some important patterns

2. SEGMENT TWO ( 2 hours )
- Classical Western Chart Patterns
- Double Top & Double Bottom
- Head & Shoulder Top & Bottom
- Triangles (Symmetrical, Ascending, Descending & Broadening)
- Wedges, Flags & Pennants
- Gap Theory – All types of gaps

3. SEGMENT THREE ( 2 hours )
- Basic Indicators & Oscillators
- Categorization of Technical Indicators
- Trend Indicators – Moving Average
- Sequence and Types of Moving Averages
- Momentum – Relative Strength Index
- Moving Average Convergence Divergence
- Volume – Money Flow Index
- Volatility – Bollinger Bands
- Fibonacci Retracements and Golden Ratio

4. SEGMENT FOUR ( 2 hours )
- Second Step: BEHAVIOURAL FINANCE and psychological considerations
- Understanding Behavioral Finance & Its Application in investing (vs. Traditional financial models which presumed investors are always Rational)
- Investing Styles – Value vs. Growth
- Market Psychology and Sentiments
- Efficient Market Hypothesis
- Heuristics and biases – Various types (Approx. 10+ like Availability Heuristic, Loss Aversion, Belief Perseverance, Confirmation Bias, Framing, Representativeness, Overconfidence)
- Herd Mentality
- Expected Utility vs Prospect Theory
- Market Bubbles & Crashes
- Importance of checklist and ways to overcome biases in investing

5. SEGMENT FIVE ( 2 hours )
- Third Step: FUNDAMENTAL ANALYSIS – Qualitative and Quantitative Analysis
- Evaluating Sector & Industry Structure – Top down vs. Bottom Up
- Understanding Competitive Advantage and how it affects companies
- Evaluating Management and understanding Corporate Governance
- Understanding Financials – Income Statement
- Understanding Financials – Balance Sheet & Cash Flow Analysis
- Evaluating a company and importance of News and Events
- Major Economic Indicators to look at
- How to read through an Annual Report

6.SEGMENT SIX ( 2 hours )
- Ratio Analysis, i.e. profitability ratios, activity ratios, liquidity ratios, solvency ratios and valuation ratios (All major ratios approx. 30+)
 

7. SEGMENT SEVEN ( 2 hours )
- Some Fundamental Valuation Methods (DCF, FCF, DDM, EV/EBITDA, Liquidation Value approaches – Only Basics)
- Understanding Stock Selection
- Using screeners & filters - Scanning the efficient stocks using Screener.in etc.

8. Blending Technical, Behavioural and Fundamental theories and inputs together to formulate effective investment strategies that really work – Fusion ( 1 hour )

 

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