Equities

Join me for a live CFA Level I problem-solving session on equity valuation, where we’ll work through dividend discount models (DDM), the Gordon Growth Model, and P/E ratio–based valuation step by step. We’ll focus on how to set up the formulas, rearrange them to solve for price, required return, or growth, and interpret what the results actually mean for the exam.

Whether you’re struggling with constant-growth vs. multi-stage DDM, finding justified P/E from fundamentals, or linking valuation inputs back to the curriculum theory, this session will help you master the core concepts and tackle real CFA Level I exam-style questions with confidence.

I’m Ryan O’Connell, CFA, FRM, and I’ll walk you through a structured approach to solving these valuation problems efficiently, making sure you understand both the math and the intuition behind each concept.

🎓 *Click Here For 25% Off UWorld CFA Courses →* https://finance.uworld.com/cfa/ryan-o-connell/

Chapters:
00:00 – Stream Starting Soon
0:22 – STREAM START
3:42 – When to Use Price to Sales Ratio (P/S)
9:00 – Gordon Growth Model & Leverage Ratio
18:24 – Price to Earnings Ratio (P/E)
24:37 – High Price to Sales Ratio (P/S)
28:14 – Deriving Price-to-Book Ratio (P/B)
32:44 – Asset Based Valuation
37:42 – Gordon Growth Model – Basic
40:13 – Multi-Stage Dividend Discount Model (DDM)
47:40 – Gordon Growth Model – Basic
49:31 – Assumptions of the Gordon Growth Model

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Alternative Titles:
CFA Level 1 Equity Valuation Deep Dive: Dividend Discount & P/E Ratios (Live)
Dividend Discount Models for CFA Level 1: Live Equity Valuation Workshop
CFA Level 1 Valuation: Gordon Growth, DDM, and P/E Explained Live
Cracking CFA Equity Valuation: Dividend Discount & Justified P/E | Live Session
CFA Level 1 Exam Prep: Mastering Dividend Discount Models and P/E Ratios Live
Live CFA Equity Valuation Class: DDM, Gordon Growth Model, and P/E Ratios
Dividend Discount Models Demystified for CFA Level 1 | Live Problem Solving
From DDM to P/E: Essential Equity Valuation for CFA Level 1 (Live)
CFA Level 1 Equity Valuation Bootcamp: Dividend Discount & Gordon Growth Live
Live CFA Study Session: Dividend Discount Models and Justified P/E Ratios

This livestream is perfect for candidates preparing for the CFA Level 1 exam or anyone looking to sharpen their equity knowledge and problem-solving skills.

Powered by UWorld, one of the top resources for CFA prep, this session is designed to boost your confidence before exam day.

In this Alpha Picks Review, I break down Seeking Alpha’s stock picking service to help you answer two big questions: Is Alpha Picks worth it? and How does Alpha Picks work? I cover Alpha Picks’ past performance, the current Alpha Picks portfolio, and closed positions to evaluate how well the service delivers on its stock market promises. I’ll also discuss whether Alpha Picks fits your portfolio size, investing style, tax-protected accounts, and belief in active management. If you’re considering using Seeking Alpha’s Alpha Picks to improve your stock picks and investment performance, this review will help you decide.

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📈 *Get $159 OFF Seeking Alpha Premium and Alpha Picks Bundle:* https://ryano.finance/seeking-alpha-bundle

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Chapters:
0:00 – Overview of Alpha Picks by Seeking Alpha
0:56 – Past Performance of Alpha Picks
2:08 – Preview of the Alpha Picks Portfolio
2:26 – Individual Stock Analysis
2:52 – Preview of Closed Out Positions
3:23 – Is Your Portfolio Large Enough for Alpha Picks?
4:55 – Are You a Believer in Active Management?
6:52 – Tax-Protected Accounts and Alpha Picks
8:27 – Momentum-Based Investing
9:57 – Outsourcing Your Investment Decisions
11:43 – Alpha Picks Discount

*Disclosure: Thanks to Seeking Alpha for supporting this video. Some of the links above are affiliate links. If you click through and make a purchase, I may receive advertising compensation at no additional cost to you. The views and opinions expressed in this video are my own and may not reflect those of Seeking Alpha. This video does not constitute investment advice and is for informational purposes only. This channel is owned and operated by Portfolio Constructs LLC. All investments involve risk.

🎓 *Wharton & Wall Street Prep Real Estate Investing & Analysis Certificate Program* 🎓
► *Use code RYAN for up to $500 OFF tuition*
► https://ryano.finance/wharton-real-estate

*See All Of The Wall Street Prep Ivy League Certificates Here:*

Wall Street Prep Certificates

Gain the skills to analyze and invest in real estate like a professional with the Wharton Real Estate Investing & Analysis Certificate Program, offered by Wharton Online in collaboration with Wall Street Prep. In this full program overview, we cover tuition, program length, faculty and guest speakers, the prestige of the Wharton brand, and the power of its alumni network. You’ll also discover who this program is best suited for—whether you’re an aspiring real estate investor, a finance professional, or a business owner looking to expand into property investments. We’ll walk through the curriculum in detail so you know exactly what to expect. Use code RYAN at checkout to save $300–$500 on your enrollment.

Chapters:
0:00 – Intro to Wharton Online’s Real Estate Investing & Analysis Certificate
0:14 – Price & Length of Program
0:52 – The Prestige of the Wharton Brand
1:35 – Faculty & Speakers
2:04 – Who is this for? Applicant Profiles
2:48 – The Program Curriculum
4:30 – The Alumni Network
4:48 – Get $300 Off With Code RYAN

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Unlock the world of private equity with the Wharton Private Equity Certificate Program, offered by Wharton Online in collaboration with Wall Street Prep. In this full program overview, we cover tuition, program length, faculty and guest speakers, the prestige of the Wharton brand, and the valuable alumni network. You’ll also see who this program is best suited for, from finance professionals and investment analysts to entrepreneurs and aspiring deal-makers. We’ll walk through the curriculum in detail so you know exactly what to expect. Use code RYAN at checkout to save $300 on your enrollment.

🎓 *Wharton & Wall Street Prep Private Equity (PE) Certificate Program* 🎓
► *Use code RYAN for up to $500 OFF tuition*
► https://ryano.finance/wharton-pe

Chapters:
0:00 – Intro to Wharton Online’s Private Equity Certificate
0:18 – Price & Length of Program
0:57 – Faculty & Speakers
1:43 – The Prestige of the Wharton Brand
2:01 – Who is this for? Applicant Profiles
2:09 – The Program Curriculum
4:16 – The Alumni Network
4:51 – Get $300 Off With Code RYAN

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

In this video, we break down margin trading, how it works, and the key risks and benefits every trader should know. You’ll learn what it means to trade with borrowed money, the potential for amplified gains, and the dangers of margin calls. We also explain the margin requirements set by brokers and how to use leverage responsibly. Whether you’re a beginner or just exploring new strategies, this is your complete guide to trading on margin.

📊 *Margin Rate Calculator →* https://ryano.finance/ibkr-margin

🎓 *This Video Is Part of My Full Options Trading Course:*
Go deeper with step-by-step lessons, paper trading practice, and downloadable resources.
👉 https://ryano.finance/options-course

Chapters
0:00 What is Margin Trading?
1:33 Risk of Margin Trading
4:46 What are the Benefits of Margin Trading?

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.

None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.

Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this video, please visit interactivebrokers.com.

Options involve risk and are not suitable for all investors. For information on the uses and risks of options, you can obtain a copy of the Options Clearing Corporation risk disclosure document titled Characteristics and Risks of Standardized Options by clicking the link below. Multiple leg strategies, including spreads, will incur multiple transaction costs. theocc.com/company-information/documents-and-archives/options-disclosure-document

Any trading symbols, entities or investment products displayed or named in this podcast are for illustrative purposes only and are not intended to portray recommendations.

Margin Trading:
Trading on margin is only for sophisticated investors with high risk tolerance. You may lose more than your initial investment. For additional information regarding margin loan rates, see ibkr.com/interest

In this video, we explain the three main order types: market orders, limit orders, and stop orders, so you know exactly when and how to use each. You’ll learn the pros and cons of each order type and how they work in a brokerage trading platform. Whether you’re a beginner or just need a refresher, this guide covers everything from placing a market order for instant execution to setting a stop order for risk management. Mastering these order types is essential for smarter, more effective trading when you place buy or sell orders.

🎓 *This Video Is Part of My Full Options Trading Course:*
Go deeper with step-by-step lessons, paper trading practice, and downloadable resources.
👉 https://ryano.finance/options-course

📈 *See Why I Recommend This Broker For Options:* https://ryano.finance/ibkr-options

Chapters
0:00 – Intro to Market, Limit and Stop Orders
1:00 – What Is a Market Order?
1:52 – What Is a Limit Order?
3:31 – What Is a Stop Order?
5:11 – Using Different Order Types In a Brokerage

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.

None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.

Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this video, please visit interactivebrokers.com.

Options involve risk and are not suitable for all investors. For information on the uses and risks of options, you can obtain a copy of the Options Clearing Corporation risk disclosure document titled Characteristics and Risks of Standardized Options by clicking the link below. Multiple leg strategies, including spreads, will incur multiple transaction costs. theocc.com/company-information/documents-and-archives/options-disclosure-document

Any trading symbols, entities or investment products displayed or named in this podcast are for illustrative purposes only and are not intended to portray recommendations.

Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Learn how to set up a paper trading account on Interactive Brokers using the IBKR Desktop platform in this step-by-step tutorial. This video covers how to download the Interactive Brokers platform, sign up for an Interactive Brokers account, and enable paper trading so you can start trading with no risk. We also show you how to use the Interactive Brokers paper trading account inside the IBKR Desktop app, making this a great guide for Interactive Brokers for beginners. If you’re looking for a full Interactive Brokers tutorial or want to explore the Interactive Brokers demo account, this video will walk you through everything you need.

🎓 *This Video Is Part of My Full Options Trading Course:*
Go deeper with step-by-step lessons, paper trading practice, and downloadable resources.
👉 https://ryano.finance/options-course

*Download IBKR Desktop here:* https://ryano.finance/ibkr-desktop

Chapters:
0:00 – How to Download IBKR Desktop
1:20 – Sign Up for an Interactive Brokers Account
2:47 – How to Enable Paper Trading In Interactive Brokers
3:50 – Using the Paper Trading Account in IBKR Desktop

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.