Ai-Powered Company Analysis And Stock Research For Investing

Financial Analysis,Finance Fundamentals,Company Valuation,DCF, Qualitative Analysis, Value Investing, Financial Modeling

What you'll learn

How to use LLM and AI tools to do fundamental analysis of the company

How to use right set of prompts and questions to get the best out of llms when researching about the company

How to do comparative analysis between competitors faster with the help of AI

How to find Intrinsic Value of the company

How to use AI tools to find warning signs and red flags in any company

How to use AI to do qualitative analysis of the company

Discounted Cash Flow Valuation Method

Relative Valuation Method

Requirements

No Prior Experience Required

Description

In a world overflowing with financial data, the ability to extract meaningful insights quickly and accurately can set exceptional investors apart. This course empowers you with cutting-edge Large Language Models (LLMs) like ChatGPT to revolutionize how you research companies, analyze stocks, and make high-conviction investment decisions.You’ll learn to move beyond traditional spreadsheets and manual research, and instead leverage the intelligence of LLMs to automate qualitative analysis, generate investment theses, and conduct deep company due diligence with unparalleled efficiency.The course covers AI-powered SWOT analysis, earnings call summarization and insight extraction, industry mapping, competitive landscape assessment, and valuation modeling using prompt engineering. You’ll also discover how to screen for high-growth companies, identify red flags in financials, monitor key developments in real time, and synthesize research across multiple information sources with clarity and speed.Whether you're a self-directed investor, equity research analyst, CFA candidate, or finance enthusiast, this course helps you build a structured, AI-augmented workflow for making smarter, faster, and more confident investment decisions. By combining AI capabilities with fundamental investing principles, you’ll gain a lasting edge in identifying long-term compounders, understanding management quality, uncovering hidden signals, recognizing market inflection points, and strengthening your overall investment process for sustainable, risk-adjusted returns.

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Why AI for Stock Research And Investing?

Lecture 3 Disclaimer on Use Of AI for Finance

Lecture 4 Tools Used

Section 2: Investment Basics

Lecture 5 What is Investing

Lecture 6 Different Asset Class

Lecture 7 Different Type Of Industries

Lecture 8 Life Cycle Of A Company

Lecture 9 Efficient Market Hypothesis

Lecture 10 Different Investing Approaches

Section 3: Qualitative Analysis Using AI

Lecture 11 How to proceed further with AI Analysis

Lecture 12 Management Evaluation Using AI- Theory

Lecture 13 Management Evaluation Using AI- Practical Example Using Apple And Tesla Stocks

Lecture 14 Industry Analysis Using AI

Lecture 15 Understanding the Business Model Using AI - Part 1

Lecture 16 Understanding the Business Model Using AI - Part 2

Lecture 17 Understanding the Supply Chain and Value Chain For Company Using AI

Lecture 18 Porter 5 Forces Analysis Using AI

Lecture 19 Boston Consulting Group (BCG) Matrix Analysis Using AI

Lecture 20 SWOT Analysis Using AI

Lecture 21 Company Concall AI generated notes vs Concall Audio Recording

Section 4: Financial Statement Analysis Using AI

Lecture 22 Financial Statement Analysis - Intro

Lecture 23 Understanding the Income Statement Line Items

Lecture 24 Analyzing the Income Statement using Appropriate Tool

Lecture 25 Share Buyback Vs Dividend

Lecture 26 Understanding Balance Sheet

Lecture 27 Analyzing the Balance Sheet using Appropriate Tool

Lecture 28 Understaning Cash Flow Statement

Lecture 29 Analyzing the Cash Flow Statement using Appropriate Tool

Lecture 30 Analysing Financial Statements of Financial Company-Understanding the Difference

Lecture 31 Income &Cash Flow Statement Analysis Of companies belonging to different sectors

Lecture 32 Quality Of Earning Analysis Using AI

Lecture 33 Warning Signs Of Misstated Balance Sheet Items Analysis Using AI

Lecture 34 Quality of Cashflow statement Analysis Using AI

Lecture 35 Example Of a Company which manipulated its financial statements

Section 5: Intrinsic Value Calculation Using Discounted Cash Flow Method

Lecture 36 Intrinsic Value - Intro

Lecture 37 Time Value Of Money

Lecture 38 What is Discount Rate?

Lecture 39 What is meant by Cost Of Capital? How to calculate it? Understanding WACC

Lecture 40 What is Beta Of a Stock?

Lecture 41 Capital Asset Pricing Model (CAPM) to calculate Cost of Equity

Lecture 42 Different Valuation Methods To Find Intrinsic Value Of The Stock

Lecture 43 Criteria For Choosing An Appropriate Approach for Valuing a Company

Lecture 44 DCF Method To Find the Intrinsic Value of The Stock- Dividend Discount Model

Lecture 45 DCF Method To Find the Intrinsic Value of The Stock- FCF Model

Lecture 46 Sensitivity Analysis

Section 6: Intrinsic Value Calculation Using Relative Valuation Method

Lecture 47 Relative Value Method To Find the Intrinsic Value Of The Stock

Lecture 48 What is P/E ratio and When and for which type of companies we should use it

Lecture 49 Trailing PE Ratio Vs Forward PE Ratio

Lecture 50 P/E ratio calculation for Cyclical companies- things to remember to avoid loss

Lecture 51 What is P/S ratio and When to use P/S ratio?

Lecture 52 What is P/B ratio and When To use P/B ratio?

Lecture 53 What is ROE and ROCE? and how to use it?

Lecture 54 PEG Ratio

Lecture 55 Earnings Yield

Lecture 56 How to use Relative Valuation for High Growth Companies-Examples

Lecture 57 How to use Relative Valuation for Mature,Cash Flow Generating Companies-Examples

Lecture 58 How to use Relative Valuation for Cyclical Companies-Examples

Lecture 59 How to use Relative Valuation(such as ROA & NIM) for Lending Companies-Examples

Lecture 60 Relative Valuation Analysis for Apple

Section 7: Conclusion

Lecture 61 Conclusion And Thank You!

Anyone who is curious about learning how to use AI tools to do in depth analysis of the company,Anyone who wants to leverage llm models and tools to analyse stock and find intrinsic value of the company