How to learn from investment case studies

An investment case study is a description of a company’s business, its prospects, risks, and an estimate of the intrinsic value. It recounts events or problems in a way that so that you can learn from their complexities and ambiguities.

There are two ways for you to learn from the case study

a) Passively by merely looking at how it has been analyzed and valued. You can use this as a template for your own analysis and valuation

b) Actively by trying to analyze and value the company yourself before reading the case study. Then compare your analysis and valuation with what is presented.

It is obvious that for the case study to be useful, you must have the necessary knowledge first. Then the case study will then help you to understand what you have learned.

Case studies provide one way to see what you have learned being applied in a real-world setting.