Value Investing with Vinley AI

Financial investors often lack the tools, time, or financial literacy to analyze equity investments across global markets. Existing platforms are too complex, siloed, or expensive. Vinley is an AI-native investment application that democratizes access to high-quality, digestible stock market analysis across 60 stock exchanges. Vinley integrates valuation models, risk flags, fraud detection tools, and portfolio management insights.

This course will teach you how to use Vinley. It will NOT teach value investing in depth. If you are interested to learn value investing in depth, please take The Art of Value Investing course first. Vinley follows the process explained in The Art of Value Investing course.

In this course, we will see how to use Vinley effectively and I will walk you through a typical investment process from the fundamentals, intrinsic valuation, moat analysis up to Forensic Accounting.

Vinley AI is capable of performing amongst other the following types of analysis:

1. perform a full investment analysis following the principles of the course content The Art of Value Investing by accessing the largest 38.000 public companies, 10.000 ETFs & 60 largest stock exchanges across the world

2. get instant calculation & sensitivity analysis on the intrinsic value of companies using relative & absolute valuation methods like IV Dividend Discount Model (DDM), IV Discounted Cash Flow (DCF) and IV Discounted Future Earnings (DFE) methods. Vinley can also perform relative valuation methods like Price to Book, Adjusted Price to Book, Price to Earnings, Price to Cash Flow and more. The methods of Peter Lynch & Joel Greenblatt are also available in Vinley

3. provide insights about brand valuation and strength for the Top 100 brands in the world

4. provide insights about customer sentiment (NPS) & employee sentiment (eNPS) for approximately 2.000 companies in its investment universe

5. assess from a value investing perspective financial ratios including profitability ratios (ROA, ROIC, ROCE, RONTA), solvency and bankruptcy likeliness ratios (debt to equity, debt to capital, Altman-Z score) and liquidity ratios (quick, current, working capital) for the companies in its investment universe

6. determine the appropriate cost of capital for any company or industry

7. investors forget very often to check the reliability of financials using for example the Beneish M-score, the Sloan ratio and Benford's law. Vinley can easily provide an assessment of the reliability of financials of a company through forensic accounting analysis.

8. Vinley AI also provides direct access to the US Federal Reserve FRED macroeconomic indicators database giving access to users to a myriad of macroeconomic datapoints like the University of Michigan Consumer Sentiment, Unemployment Rate, various delinquency rates, the Weekly Economic Index (WEI) just to name a few. Users can request any datapoint by this integration with the US Federal Reserve FRED database

and much much more

Mastering the effective use of Vinley AI can significantly enhance your investment process. It seamlessly integrates proven methodologies from courses such as The Art of Value Investing, The Art of Company Valuation, and The Art of Reading Financial Statements – Textual Analysis, providing you with a comprehensive toolkit for informed decision-making.

We hope you find the course engaging and experience significant productivity gains by leveraging Vinley AI

Candi on behalf of the Vinley AI team