Assessing the Revenue to Cash Flow, Moat, Business Model, and Debt in Listed Stocks, using AI

​Welcome to Session 3/10 in Helix's Global Financial Education Course

​
Tools Needed:

1. ​Trading View

2. ​Notebook LM

3. ​Google Gemini

​Pre-requisite Learning:

1. ​Factors affecting stock returns

2. ​Backtesting & forward testing of returns

​If you require access to the recordings for these pre-requisites, please email [email protected] to request an invoice for the same. Once the invoice is paid, we will provide you with the link to the respective recording.

​In this session, we will be assessing the conversion of revenue to cash, with requesite understanding of the business model, the use of debt, and the competitive advantage (moat) of the business.

​By the end of the session, you would be able to explain the stock returns, for your own portfolio, using:
Market Beta

​Momentum

​Size

​Value

​Investment