Professional-grade investing tools
Valuation models, workbooks and sector playbooks built to help you analyse businesses the way professionals do.
Core tools
How to Invest Like Warren Buffett
The Five Criteria framework in book form.
The Complete Wealth Compounding Bundle
Toolkit, eBook and stock picks for one year.
The Five Criteria Investment Checklist
One-page filter for finding truly great businesses.
Free Cash Flow Valuation Model
Determine the fair value of any stock.
Bloomberg Terminal Valuation Model
Institutional-style valuation for advanced users.
Investor Psychology and Discipline Training
Master the mental side of investing.
The Investor Decision Journal
Invest with intention, not emotion.
The Sell Discipline Workbook
Know exactly when to sell — and when to do nothing.
Premium Tools Full Access
Full lifetime access to all digital tools.
Investing Book Recommendations
The reading path that matters most.
Sector playbooks
Each playbook adapts the Five Criteria to one industry, where the standard metrics need adjusting.
The Cockpit View
Analyse airlines: load factor, RASM, CASM.
The Pharma Compass
Pipeline value, patent cliffs, R&D ROI.
The Energy Cycle Reader
EV/EBITDAX, reserves, break-even truth.
The Regulated Income Engine
Rate base and allowed ROE for utilities.
The Income Compounder
Dividend safety and DRIP goal planner.
The Subscriber Engine
ARPU, churn and capex discipline.
The Cost Curve Hunter
AISC, P/NAV and the mining cycle.
The Tech Decoder
EV/Revenue, Rule of 40, tech truth tests.
The Pipeline Risk Map
Cash runway, dilution, Phase 3 bets.
The Bank Vault
Analyse banks like an insider.
The Cycle Caller
Inventory days, R&D intensity for semis.
The Dividend Detective
Spot a REIT cut 18 months early.
The Underwriting Edge
Combined ratio, reserves, float profits.
The Retail Pulse
Same-store sales, inventory turns.
The SaaS Decoder
Rule of 40, NRR, magic number.
The Position Manager
Track every stock, see every risk.