Learn the Basics, Week by Week
Our 5-Week Beginner Track is a free course that guides you from beginner to more sophisticated investor. Each week is a standalone lesson with interactive reading, worksheets and tools to help you practice as you learn. Complete the five week lesson plan and you will be meaningfully closer to becoming a competent investor in individual stocks.
The Free 5-Week Beginner Track
Our Flagship Course
Week 1: Learning to Develop An Investor's Mindset - Trading versus Investing - Business Ownership - Circle of Competence: What It Is and How to Develop Your Own - Common Biases that All Investors must Overcome - Principles that Form the Correct Mental Framework for Investing in Individual Stocks - Other Key Beginner Concepts - Why Most People Never Develop an Investor's Mindset Interactive worksheet: Circle of Competence Workbook
Week 2: Developing Your Own Investing System - How to identify your own investing temperament - Study five great investors - Graham, Fisher, Lynch, Greenblatt, Buffet - and their methods - How to map your personality to a proven style - Your four system rules: when to buy, how much, when to hold, and when to sell
Week 3: Investing with a Proven Strategy - Learn how to invest with a simple, beginner friendly-strategy - Identify five key criteria that all great investments have - Learn what to look for in a company's financial statements
Week 4: Reading Financial Statements - How to read an income statement, balance sheet, and cash flow statement - What each number actually tells you about the health of a business - The seven red flags that expose a weak or deteriorating company - Full walk-through using Visa as a practical example
Week 5: Valuation, Business Fundamentals & Your First 30 Days - How to identify an economic moat and why it determines long-term results - Porter's Five Forces explained in plain English - How to build and use a simple Discounted Cash Flow (DCF) valuation model from scratch - Your complete 30-day action plan to analyze and evaluate your first stock
Apply What You Learn with Powerful Tools
These practical tools help you take investing from theory to action. Each tool is ready to use on your own investments or with practice examples.
Learn from Real Investments
These case studies show what it really means to buy something for less than it’s worth and invest for the long term. Lessons include when to buy and sell, and how to make informed investment decisions.
Classic undervaluation example
Long-term growth investment
Lessons from a misstep
Buffett-style investing in action
