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ChatGPT for Investing in Stocks (Free for MBA Students)
Introduction, How to Take this Course & Access the Course Template Downloads
Welcome and How to Take this Course (7:43)
Financial Model Inputs Analysis Using ChatGPT
Introduction to Investment Research Using AI (Research Document Instructions) (22:29)
Introduction to Investment Research Using AI (Excel Document Instructions) (3:21)
Start of Quantitative Analysis and Total Addressable Market (TAM) Analysis (5:49)
Market Growth Analysis Using ChatGPT Bard and Bing Chat (5:47)
Market Share Analysis Using ChatGPT (3:44)
Geographic Exposure Analysis Using ChatGPT and Bard. (4:48)
Vertical Exposure Analysis Using ChatGPT (3:16)
Products and Services Analysis Using ChatGPT (3:49)
Foreign Exchange Exposure Analysis Using ChatGPT Bard and Bing Chat (5:42)
Average Selling Price (ASP) and Volume Analysis Using ChatGPT (3:00)
Cost of Production Analysis Using ChatGPT (2:25)
Inventory Analysis Using ChatGPT (2:25)
Lifetime Value of a Customer Analysis Using ChatGPT (5:44)
Cost of Acquisition (CAC) Analysis Using ChatGPT and Google Bard (2:27)
Customer Concentration Analysis Using ChatGPT (2:33)
Shareholder Concentration Analysis Using ChatGPT (9:18)
Number of Employees Locations Analysis Using ChatGPT Bard and Bing Chat (2:42)
Insider Transactions Analyssis Using ChatGPT (4:00)
Global GDP Impact on Revenue Analysis Using ChatGPT (2:23)
MAU and DAU Analysis Using ChatGPT Bard and Bing Chat (2:43)
Social Media Subscriber Analysis Using ChatGPT Bard and Bing (3:36)
Optional Quiz for Section 2
Historical Financial Analysis using ChatGPT
Introduction to Financial Analysis Using ChatGPT (1:25)
Stock Details Analysis Using ChatGPT Google Bard and Microsoft Bing Chat (7:29)
Guidance Analysis Using ChatGPT Bard and Bing Chat (Please Double Check AIs Results) (6:50)
Revenue and EPS Expectations Analysis Using ChatGPT Bard and Bing Chat (10:30)
Historical Revenue Growth Analysis Using ChatGPT (7:01)
Competitions Revenue Growth Analysis Using ChatGPT (3:52)
Historical EPS Growth Analysis Using ChatGPT (3:19)
Competitions Historical EPS Growth Analysis Using Google Bard (1:12)
Historical Gross Margin Analysis Using ChatGPT (4:23)
Competitions Historical Gross Margin Analysis Using ChatGPT (1:28)
Historical Operating Margin Analysis Using ChatGPT (3:42)
Competitions Historical Operating Margin Analysis Using ChatGPT (1:08)
Optional Quiz for Section 3
Valuation of the Company and Competitors
Price to Earnings (P/E) and Price to Revenue (P/R) Explained (13:42)
Historical P/E and PEG Ratio Analysis Using Google Bard (1:55)
Competitions Historical P/E and PEG Valuation Analysis Using ChatGPT and Bard (2:13)
Price to Revenue Analysis Using Bard (1:00)
Competitions Price to Revenue Analysis Using ChatGPT and Bard (2:03)
Analyzing Seasonality Using Bing Chat (5:35)
Optional Quiz for Section 4
Analyzing Accounting Issues Using ChatGPT
Accounting Red Flags Auditor Change Analysis Using AI Products (6:29)
Accounting Red Flags CFO Change Analysis Using ChatGPT (1:31)
Accounting Red Flags Accounts Receivable Growth Versus Revenue Growth Using ChatGPT (4:08)
Accounting Red Flags Revenue Growth Versus Deferred Revenue Growth Analysis Using Bard (11:56)
Accounting Red Flags Inventory Vs. COGS Growth Analysis Using ChatGPT (7:16)
Accounting Red Flags Earnings Restatement Analysis Using ChatGPT (1:32)
Accounting Red Flags Changes in Disclosure Analysis Using ChatGPT (4:09)
Accounting Red Flags Organic Growth Analysis using ChatGPT (4:54)
Accounting Red Flags GAAP Vs. Non-GAAP Changes Analysis Using ChatGPT (10:41)
Accounting Red Flags Changes in Revenue Recognition Analysis Using ChatGPT (1:54)
Accounting Red Flags Charges and Writeoffs Analysis Using Chat GPT and Bard (2:09)
Accounting Red Flags Lawsuits Analysis Using ChatGPT (2:40)
Accounting Red Flags Other Accounting Issues Analysis Using ChatGPT. (1:29)
Optional Quiz for Section 5
Introduction to Financial Modeling
Introduction to Financial Modeling (8:42)
25 Financial Modeling Best Practices Part 1 (19:43)
25 Finanial Modeling Best Practices Part 2 (17:07)
Optional Quiz for Section 6
Adding Financial Data to Our Models Using ChatGPT, Bard, Bing Chat & Claude AI
Part 1 of Adding FInancial Data to Our Model Using ChatGPT, Bard, Bing Chat and Claude.AI (22:43)
Part 2 of Adding FInancial Data to Our Model Using ChatGPT Bard Bing Chat and Claude.AI (8:39)
How do Financial Statement Work and Forecasting Financial Statements
How Does An Income Statement Work? (18:33)
How Does a Balance Sheet Work (6:00)
How Does a Cash Flow Statement Work (6:25)
Forecasting Revenue (17:58)
Forecasting the Financial Statements (20:07)
Optional Quiz for Section 8
Valuation Using DCF, P/E and P/Revenue
Introduction to Valuation (1:14)
Part 1 of Discounted Cash Flow (DCF) Valuation (20:35)
Part 2 of Discounted Cash Flow (DCF) Valuation (6:54)
Price to Revenue Valuation (9:46)
Price to Earnings Valuation (5:02)
Blended Average Target Price (1:20)
Optional Quiz for Section 9
Technical Analysis Using ChatGPT, Bing Chat and Bard
Introduction to Technical Analysis (18:02)
Technical Analysis Using ChatGPT Bard and Bing Chat (9:18)
Optional Quiz for Section 10
Creating Our Executive Summary Using AI
Doing a One Page Executive Summary on Our Research Document Using AI (2:18)
How to Use ChatGPT, Bard, Bing Chat & Claude AI Prompts & Getting Financial Data
How to Use ChatGPT Bard Bing Chat and Claude AI Prompts and Getting Data for Our Financial Statements (1:35)
Tell ChatGPTAI Products Who You are and How to Respond Role Prompting (5:54)
Few Shot Prompting (Can Help with Basic Report Generation) (6:42)
Chain of Thought Prompting (4:36)
In Style Prompting (3:13)
Structuring Your Data Using Tables (3:01)
Text Summarization (1:50)
Side Note Risk with Using AI (10:52)
Exercise on Getting Incredible AI Prompt Results (1:50)
Answer to Exercise on Getting Incredible AI Prompt Results (3:02)
How to Use ChatGPT to Get Financial Data to Import to Excel Google Sheets a PDF or Any Document (11:29)
How to Use Bing Chat Google Bard and Claude to Get Financial Data to Import to Excel Google Sheets a PDF or Any D (7:07)
Exercise on Using ChatGPT to Get Access to Data (1:40)
Answer to Exercise on Using ChatGPT to get access to Data (2:54)
Optional Quiz for Section 12
Congratulations! Course Conclusion and Next Steps
Course Conclusion and Next Steps (1:08)
Part 1 of Discounted Cash Flow (DCF) Valuation
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