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Speaker: Brian Nelson, CFA, Valuentum
Topic: Value Trap: The Theory of Universal Valuation
About the Speaker: Brian Nelson, CFA
Brian Nelson is the president of equity research and exchange-traded fund (EFT) analysis at Valuentum Securities. He is the architect behind Valuentum's research methodology and processes, developing the company's VBI Buying Index.
Before founding Valuentum in early 2011, Nelson worked as a director in the equity and credit research department at Morningstar. Prior to joining Morningstar, Nelson worked for a small-cap fund covering a variety of sectors for an aggressive growth investment management firm in Chicago.
You will learn:
1. The pitfalls of valuation multiple analysis and the risks of extrapolating some empirical quantitative conclusions
2. A critical framework to view and interpret stock price movements and stock valuation
3. The universal nature of enterprise valuation to all things finance from competitive advantage analysis to dividend growth investing and beyond