Impact of Valuations and Greenwashing on Stock Returns

​Welcome to Session 5/10 in Helix's Global Financial Education Course

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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

3. ​​Assessing the Revenue to Cash Flow, Moat, Business Model, and Debt in Listed Stocks

4. ​Impact of the Macro Environment & Industry Structure on Stock 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 impact of the macro environment and industry structure on the stock returns.

​​​By the end of session 5, you would be able to explain the stock returns, for your own portfolio, using:

​
Market Beta

​​​Momentum

​​​Size

​​​Value (Valuation)

​​​Investment
Eco-Efficiency (Greenwashing)