Course description

This course consolidates 20+ years of experience & learnings as a value investor. You will learn the financial fundamentals of the stock market, money & inflation in order to find great companies at cheap prices. As Warren Buffett said, you do not need a PhD to become a good investor. It requires the mindset of a business owner not a speculator.

You will be able to determine the intrinsic value of a company vs its current share price and also be able to judge if the company has solid financial fundamentals. 

UNIQUE CONTENT : In the last part of this course and as part of my own on-going research as a value investor for more than 20 years, I will share with you unique attributes on how to evaluate the moat of companies that only a few investors use and also how to capture customer and employee sentiment about a company.

The purpose of this training is to make you a seasoned investor and develop the right investment mindset while giving you the keys to read company financial statements and growing your wealth. I will teach you how to read financial statements like 10-K, 10-Q reports. After this course you will be equipped with a set of tests to understand the financial strength of a company.

WEBINARS : When subscribing to this training, you are also entitled to join a bi-monthly 2-hour live webinar

Learn the art of value investing and get an edge. Investing in stocks and acting as a business-owner can be a life-changing experience.

Benefit from my 20 years experience as an investor running my own investment fund and rapidly move ahead faster with the knowledge I will share with you. 

Many thanks and I appreciate your interest in my course!

- Candi Carrera



RELEASE NOTES : 

- March 2023 : Complete rerecording March/April 2023 update, HQ audio, review of sample companies used in chapter 1 & 2, review of chapter 5, addition of interest coverage ratio next to D/E test

- February 2023 : update of IV calculation sheet

- October 2022 : addition of Appendix 3 - full analysis of Intel Corporation

- November 2021 : update of Excel file with 3 precalculated examples AbbVie, Alibaba & Dow Chemical

- September 2021 : addition of a 90 minute lecture with complete selection & valuation process

- September 2021 : update of IV calculation file (v2)

- January 2021 : students receive regular invitations to online Webinars/workshops

- December 2020 : addition of Appendix 1 & accompanying valuation file

- November 2020 : addition of 1-pager checklists & wallpapers

Course curriculum

    1. Introduction & Course Content

      FREE PREVIEW
    2. Value Investing origin

      FREE PREVIEW
    3. Knowledge check : Understanding value investing

    1. Money & cash circulatory system

      FREE PREVIEW
    2. Risk vs Return

    3. Investment styles & classes of shares

    4. Balance sheet, Income statement, Cash flow statement

    5. Investor Relations & annual reports

    6. Knowledge check : Foundation on key financial concepts

    7. Feedback / survey

    1. Circle of competence & investment universe

      FREE PREVIEW
    2. The 5 core habits

    3. The 6th habit

    4. Knowledge check : Developing your investor mindset

    1. Blue chips

      FREE PREVIEW
    2. Earnings consistency

    3. Price to earnings (P/E)

      FREE PREVIEW
    4. Return to shareholders : dividends, buybacks & payout ratio

    5. Financial powerhouse & profitability (ROE, ROIC, RONTA)

    6. Solvency & Debt to equity

    7. Knowledge check : Practicing fundamental screens

    1. Book value & Price to book value

    2. Adjusting book value & Price to book

    3. Dividend Discount Model

      FREE PREVIEW
    4. BASF : Concrete example of share buybacks & treasury shares extinction

    5. Discounted free cash flow & earnings valuation model

    6. Knowledge check : Valuation process

    1. Moat & intangible metrics

    2. Knowledge check : The scuttlebutt attributes

About this course

  • €19,99
  • 37 lessons
  • 14.5 hours of video content

FAQ

  • What are the requirements or prerequisites for taking this course?

    You should have the willingness to become a real investor like Warren Buffett, Benjamin Graham or Charlie Munger. To take the course you only need to have a basic understanding of businesses and how companies work

  • What will students learn in this course?

    Students will receive a good understanding on how to find good stocks & how to invest into those companies. Students will also be able to determine the intrinsic / real value of a company and apply key value investing strategies before investing in the stock market. The most important is that students will be able to make better investment choices with their money with the right investment mindset and be able to differentiate between good & bad stocks.

  • Who is this course for?

    This course is designed for people who want to safely invest in the stock market and looking to develop passive income.