Stock research, valuations and investing strategies for long term investors
Equity investor tools to improve investment performance & better manage risk
Become a paid subscriber to access the member content, tools, enablement assets and collaboration. Initial 30 day free trial to access the website.
Strategy Framework
- Invest in companies you understand and you want to own that have:
Strong wide competitive barriers of entry.
Growing Revenue, profit & free cash flow. - Invest in good balance sheets, and debt is less than 3X EBITDA.
- Buy at the right price, when a stock is discounted based on the intrinsic value.
- Decide when to buy, hold or sell the stock.
Stock Valuation Tools
- Discounted Free Cash Flow Valuation Application
- Discounted EPS Valuation Application
- Save and export valuations to Excel / Google Sheets
Super Investor Edge
- Super Investor Performance, who is good vs. bad
- What themes and stories are they invested in
- Stocks owned, bought & sold
Business Desirability
- Scorecard tools to determine desirability company / industry
- Separate popular companies from valuable ones
- Focus on intrinsic strengths and weaknesses
Portfolio Lifecycle
- Diversification that aligns with goals
- Investing in circle of competence
- Risk management
Become a paid subscriber to access the member content, tools, enablement assets and collaboration. Member Login
This website is for educational and entertainment purposes only. Any information or comments expressed should not be used to make investment decisions. This website is not providing any investment advice.