Year 3 · Applied Finance · Real-Company Case Studies
Real-Company Case Studies
Apply accounting, valuation, modeling, markets, credit and strategic analysis to real public-company business models through structured case studies.
LEARNING OBJECTIVES
What you should be able to explain after this lesson
01
Translate a real company’s business model into financial drivers.
02
Identify which metrics matter most for different industries.
03
Connect financial statements to strategic and competitive analysis.
04
Build a valuation framework appropriate to each company type.
05
Separate company quality from stock valuation.
06
Develop a concise investment thesis with catalysts, risks and invalidation points.
07
Use case studies to prepare for finance interviews and investment discussions.
CONCEPT MAPFrom business model to investment conclusion
Start with how the company makes money before opening the spreadsheet
CORE FACTS · SAME IN EVERY MODE
A good company analysis begins with customers, products, pricing, competition and unit economics.
Financial statements should confirm or challenge the business story.
Industry structure determines which operating metrics deserve the most attention.
A case study should end with a decision framework, not a collection of facts.
BeginnerTeaching style changes, knowledge does not.
Before asking whether a stock is cheap or expensive, first understand what the company sells, who buys it and why customers choose it.
PROFESSIONAL VOCABULARYUnit economics / unit economics Moat / moat Key driver / key driver
Economics generated by one customer, unit, store or transaction.
Durable competitive advantage protecting returns and market position.
Variable with a major influence on financial performance or valuation.