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Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting

Chris Haroun | 1.8 Million Students | #1 Best Selling Business & Finance Prof.의 무료 동영상 튜토리얼
Finance, Business, AI, Excel and Public Speaking Courses
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81개의 강의
1,772,912명의 수강생
Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting

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The Complete Financial Analyst Training & Investing Course

Succeed as a Financial Analyst &Investor by Award Winning MBA Prof who worked @Goldman, in Hedge Funds & Venture Capital

주문형 동영상의 23:12:55 • 업데이트 날짜: 5월 2025

22+ hour complete financial analyst course!
#1 Best Selling Investing Course on Udemy!
How to pick stocks.
Become an expert in Excel for financial analysts (no prior Excel knowledge is required).
How to manage a portfolio.
How an IPO works.
How to build financial models.
How to get hired and promoted as a financial analyst.
How risk management works.
How to use technical analysis.
How to value companies.
Use and create Excel based templates developed by Chris to help you create financial statements from scratch (meaning income statements, balance sheets, cash flow statements and more).
Use and create Excel based templates developed by Chris to help you value companies using several different valuation methodologies, including P/E, P/R and Discounted Cash Flow (DCF).
Use and create Excel based templates developed by Chris to help you manage a portfolio.
How Monetary Policy works.
How Fiscal Policy works.
How interest rates are changed and why this is crucial to understand for successful financial analysts.
How to pitch long and short ideas to portfolio managers.
How to find great venture capital investment ideas.
How to come up with mutual fund investment ideas (longs - meaning buys) using an easy to understand top down and bottoms up research process.
How to come up with hedge fund investment ideas (longs and shorts) using an easy to understand top down and bottoms up research process.
Identify crucial catalysts (timed events) in order to know when the optimal time is to buy or short a stock.
Understand how investment banks (the 'Sell Side') can help you be more successful in a hedge fund or mutual fund career.
Analyze and understand an income statement (even if you have no experience with income statements).
Analyze and understand a balance sheet (even if you have no experience with balance sheets).
Analyze and understand a cash flow statement (even if you have no experience with cash flow statements).
Understand and use modeling best practices so you can create financial models.
Know where to get data in order to build a financial model (in depth understanding of identifying and using/navigating the best free websites and sources to build your financial model)!
Create a financial model (projecting the future) for an income statement.
Other valuation methodologies, including EV/Sales, EV/EBITDA, P/B, EV/FCF, etc.
Create a financial model (projecting the future) for a balance sheet.
Create a financial model (projecting the future) for a cash flow statement.
Understand valuation best practices so you can create target prices based on your financial models.
How to use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices.
How to use P/E in order to pick target prices.
How to use P/R in order to pick target prices.
Come up with a target price based on an average of several different valuation methodologies.
Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking, Venture Capital, Private Equity, Private Wealth Management etc.).
Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst, including the pros and cons.
Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst, including the pros and cons.
Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst, including the pros and cons.
Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst, including the pros and cons.
Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst, including the pros and cons.
Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst, including the pros and cons.
Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst, including the pros and cons.
Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst, including the pros and cons.
Sell Side Trader: Understand from a high level perspective what a Sell Side Trader’s firm is as well as what the role/job is of a Sell Side Trader Financial Analyst, including the pros and cons.
Large Non Finance Company: Understand from a high level perspective what a Large Non Finance Company firm is as well as what the role/job is of a Large Non Finance Company Financial Analyst, including the pros and cons.
Equity Capital Markets: Understand from a high level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of a Equity Capital Markets Financial Analyst, including the pros and cons.
Hedge Fund: Understand from a high level perspective what a Hedge Fund is as well as what the role/job is of a Hedge Fund Financial Analyst, including the pros and cons.
Equity Sales: Understand from a high level perspective what an Equity Sales’ firm is as well as what the role/job is of an Equity Sales Financial Analyst, including the pros and cons.
Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’s firm is as well as what the role/job is of a Tech / Artificial Intelligence Financial Analyst, including the pros and cons.
Learn what finance role you are most passionate about pursuing.
한국어 [자동]
다섯 번째 훈련입니다 네 우리는 주식 시장이 뭔지 설교하기보다 행동으로 배우는 게 중요하다는 걸 알아두세요 그런 식이었죠 데이터를 분석하고 주식 시장에 대해 배워볼 겁니다 네 가능하면 다음 몇 가지 수업은 전부 끝내 주세요 주식 시장과 포트폴리오 관리요 이 연습을 통해 포트폴리오 대시보드를 어떻게 탐색하고 사용자 지정할지 더 자세히 이해하는 것이 중요합니다 알았죠? 제가 제공한 정보죠 앞으로 많이 얘기할 겁니다 네 네 포트폴리오 대시에 조건부 형식이 많이 나와 있죠 12번 질문입니다 네 포트폴리오 대시보드에서 분석할 게 아주 많아요 하지만 제가 말씀드리고 싶은 건 엑셀로 이 연습을 따라 어떻게 하면 성공할 수 있는지 분석하게 될 정보의 배경에 있는 사업 개념과 논리에 대한 제 설명을 들으시는 것뿐입니다 네 이번 시간에는 SNP 500에 대해 얘기해 볼 텐데요 SNP 500은 미국 내 주식 500개의 지수를 뜻합니다 , 미국 시장이나 경제를 대표하는 주식이죠 좋아요 네 다른 나라들은 고유한 지수가 있어요 캐나다에서는 tsx 독일에서는 DAX 프랑스에서는 CAC 40 혹은 CAC Quante라고 불리죠 다른 나라에도 지표가 있어요 네 높은 수준의 소득과 snp 500에 속한 평균 기업의 소득을 살펴볼 텐데요 가격소득이란 무엇일까요? 데이터를 분석하고 급증한 걸 찾아서 특정 해에 급증한 이유를 알아낼 겁니다 이 모든 걸 다 하는 게 중요해요 맞습니다 다시 말씀드리지만 오늘 포트폴리오 대시보드를 만들거나 사용자 지정할 때 향후 강의나 향후 강의에서 여러분이 주식 시장 개념을 더 잘 이해하게 된다면 다시 말씀드리지만 직접 하면서 배워 나가도록 하겠습니다 ? 그럼 이 훈련에서 뭘 배우게 될지 얘기해보죠 좋아요, 12개의 질문이 있어요 12개의 질문 꽤 긴 강의인데 이번 강의에서는 주식 시장 개념을 많이 소개할 거예요 그리고 snp 500의 데이터를 분석할 겁니다 그리고 snp 500에서 평가된 기업들을 분석할 거예요 네 차트도 몇 개 만들 거예요 세포 포맷과 조건부 포맷을 가르쳐 드릴게요 아주 재미있어요 이렇게 생겼어요 마음에 드실 거예요 문제를 먼저 읽어 보시고 스스로 답을 생각해 보세요 힌트 힌트가 필요하시면 이 셀을 읽어주시고 더 많은 힌트가 필요하시면 답을 모르시는 거예요 네, 네 여기를 클릭해서 답에 대한 영상 해설을 볼 수도 있고 다른 방법은 이 훈련을 전부 마치고 제가 모든 질문에 대한 답을 알려드릴 다음 강의로 넘어가도 됩니다 네 다음 몇 섹션에서 이 엑셀 연습에서 다루게 될 것이 많습니다 포트폴리오 대시보드를 보시면 더 이해가 되실 겁니다 직접 사용자 지정을 할 수 있습니다 네 다시 말씀드리지만 포트폴리오 대시보드는 포트폴리오다. x l 에스 엑셀에 있고 다운로드용으로 저장되어 있습니다 이 과정 첫 번째 섹션에서요 네 다시 말씀드리지만 이런 것들은 이 코스의 다음 몇 섹션을 마치면 더 이해가 될 겁니다 네 이 포트폴리오 대시보드에 접근 가능한 데이터가 아주 많아요 여러분이 맞춤화해주면 좋겠어요 감사합니다