Equity Investments
Master equity analysis and valuation techniques applicable to token economics and DeFi protocol valuation. This section bridges traditional equity valuation methods with decentralized finance, covering everything from market structure to market efficiency to fundamental analysis and valuation models.
Topics
- Market Organization and Structure — Financial system functions, order types, leverage, and margin
- Security Market Indexes — Index construction, weighting methods, rebalancing
- Market Efficiency — EMH forms, anomalies, behavioral finance
- Overview of Equity Securities — Common and preferred shares, ADRs, ROE
- Company Analysis: Past and Present — Business models, revenue drivers, profitability
- Industry and Competitive Analysis — Porter’s Five Forces, HHI, PESTLE
- Company Analysis: Forecasting — Revenue and expense forecasting, scenario analysis
- Equity Valuation: Concepts and Basic Tools — DDM, multiples, asset-based models
Cross-Section Links
This module connects to several other finance study areas:
- Financial Statement Analysis provides the accounting inputs for company analysis and valuation models
- Portfolio Management uses market indexes as benchmarks and applies efficiency concepts to active vs. passive strategy selection
- Derivatives extend the leverage and position concepts from market structure
- Corporate Issuers covers capital structure decisions that feed into forecasting and valuation