
Learn to use AI as a thinking tool in finance, through reading financial statements, running scenarios, stress testing, and building models to turn losses into lessons.
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Differentiate investing from trading and gambling, and embrace a long-term asset growth thesis. Use dollar-cost averaging and contributions (401k, Roth IRA) to build wealth through assets like gold and land.
Discover why smart investors often lose money by following people or blind AI tips, and learn to invest by understanding what you own and researching companies.
Apply the stories, numbers, and the price framework to evaluate stocks, using Microsoft as an AI-first example and Palantir as a cautionary case of growth and valuation.
Explore how AI powers finance research by using cloud AI and multiple models to generate a one-page AMD fundamental report with Yahoo Finance data.
Explore how to use AI tools like Tadgpt and Gemini for stock valuation while avoiding overreliance, cross-check metrics (P/E, PEG, EV/EBITDA, DCF) and validate AI outputs in financial research.
Understand buy, hold, and sell signals for stocks and models through independent research, fundamentals, and technicals, and build your own one-page forecasts for long-term decisions.
Learn to describe a company's purpose in one line. Explore examples like Google's ad-backed search engine, NVIDIA GPUs, Coinbase, Klarna, and McDonald's.
Discover how NVIDIA makes money, with about half of revenue from a few hyperscalers like Google, Amazon, Meta, and OpenAI, and the rounding trade behind earnings.
Examine the industry structure and competitive landscape for crypto and equities using Coinbase and Robinhood as case studies, exploring market size, growth, and regulatory dynamics to inform an AI-assisted one-pager.
Assess growth stories versus durable businesses through Coinbase, highlighting revenue growth vs earnings decline and how subscriptions, services, staking, and bitcoin-driven trading volatility shape durability.
Explore Coinbase's moat, centered on its 100 million users in North America and trusted regulatory status. Compare its fee structure, staking assets, and daily volume with Kraken and Binance.
Evaluate management quality, incentives, and red flags through Coinbase's leadership and governance, highlighting Brian Armstrong's equity-linked pay, lobbying efforts, and board dynamics.
Explore macro and sector context for Coinbase amid changing interest rates, inflation, Bitcoin trends, crypto dynamics, and fintech competition with PayPal, Square, and Binance.
Identify the 10 common qualitative mistakes investors make, from founder charisma and overweighting brand over economics to anchoring entry prices, red flags, and misjudgments of market size.
Learn to build a focused one-page business summary with ai, integrating qualitative and quantitative data, financials, and bull/base/bear scenarios, while validating and refining the report.
Learn how price versus value drives stock markets, using Buffett's rule and concepts like market cap, price-to-earnings, and price-to-revenue, with examples from Nvidia and Nasdaq.
Explore trend lines, support, and resistance, using Nvidia as a practical example. Learn uptrends, downtrends, and sideways consolidation through technical analysis indicators to guide investing.
Explore volatility, momentum, and young investor energy, highlighting how beta and the relative strength index reveal risk and timing while using fundamental analysis and AI tools alongside technical signals.
Reject chart-based market timing and focus on fundamentals and valuations to guide long-term investing; we compare micro strategy, bumble, and index performance to show why conviction beats timing.
Expose common lies in technical analysis, such as overrelying on indicators like Bollinger bands, moving averages, and RSI. Warn against timing bets, overuse of leverage, and 'time is different' myth.
Explore how the art and science of investing combine analysis of stocks and crypto, using Coinbase and Bitcoin ETF examples to evaluate growth, forecasts, and buy-hold-sell decisions with financial metrics.
Learn which numbers matter in finance: the income statement, balance sheet, and cash flow statement reveal revenue, assets and liabilities, and cash flow across operations, investing, and financing.
Analyze revenue quality by dissecting the consolidated statement of operations. Explore revenue, cost of revenue, gross profit, operating expenses, and earnings per share using Palantir as a case.
Analyze cost, margins, and operating leverage through coinbase's income statement, comparing revenue, other revenue, and operating expenses including transaction costs, technology, sales and marketing, and general and administrative expenses.
Explore the cash flow statement for Coinbase, detailing operating, investing, and financing activities and the journey from net income to free cash flow.
Learn balance sheet basics by exploring assets, liabilities, and equity, with the formula assets = liabilities plus equity, and distinguish current vs non-current assets using Coca-Cola.
Explore unit economics through Netflix's subscription model, analyzing revenue growth, earnings, margins, cash, and debt, and examine CAC, ARPU, and total lifetime value for scalable growth.
spot red flags in financial statements by examining auditor quality, deferred revenue, revenue growth versus negative operating earnings, high long-term debt, dwindling cash, and large accounts receivable.
Speed up quantitative stock analysis with AI by pulling key metrics—revenue, gross margins, net margins, free cash flow, debt, EV, ROE, ROA—using Python and Pandas, and automate research bots.
Explore how numbers can lie in finance by scrutinizing BNPL business models, debt levels, cash flow, and competitive market share using Klona as a case study.
Explore qualitative, quantitative, and financial analysis with Coinbase examples, including revenue, margins, cash flow, and balance sheets; learn to craft AI-assisted one-pagers that tell the company story.
Explain valuation as a revenue-based price using price-to-revenue multiples, distinguish revenue from profit and earnings, and show how startups arrive at offers and counteroffers.
Explore the three basic valuation metrics, price to earnings, price to sales, and peg ratio, using Tesla, Nvidia, and Procter & Gamble as practical examples.
Explore when multiples make sense in stock valuation, comparing price to earnings, price to sales, and discounted cash flow using real examples like figma, unity, paypal, coca-cola, and nova nordisk.
Explore growth expectations versus reality by examining Bitcoin and three stocks, showing how macro events and sentiment shape valuations. Learn cautions on forecasting and hedging, avoiding all-time-high buys.
Explore how to construct and analyze an income statement in Excel, using revenue as the control metric to forecast expenses, taxes, and net profit, with CAGR and percent-of-revenue methods.
Create a Google Sheets financial model for a stock using three-year data, detailing net revenue, operating income, net income, and earnings per share, and track year-over-year changes.
Learn to compute year-over-year percentage changes in Google Sheets using the simple (this year minus last year)/last year formula, convert to percent, and model 3–5 year forecasts.
Analyze income statements with Coinbase examples, compute year-over-year changes and CAGR, and build Excel-based models and charts to forecast revenue, expenses, and valuation.
Explore valuation across market cycles using price-to-earnings and price-to-revenue, with a sensitivity analysis of bull, base, and bear cases. Learn net present value and discounting to forecast Coinbase's five-year upside.
Build a Coinbase DCF valuation by projecting free cash flow, depreciation, capex, and working capital, then apply the cost of capital, discount factors, and derive enterprise and equity value.
Master the DCF approach by forecasting cash flows, calculating free cash flow and operating cash flow, applying discounting, capex, terminal value, and WACC to derive enterprise and equity value.
Explore how to derive equity value and fair value per share using DCF, compare price-to-earnings and price-to-revenue, and compute a three-way target price for Coinbase with sensitivity analysis.
Explore why good decisions can still lose money, illustrated by the grayscale bitcoin etf, bitcoin price swings, and ProShares ultra bitcoin etf leverage risks.
Build volatility, patience, and emotional discipline to manage risk and protect peace of mind. Avoid putting all eggs in one basket, learn from Bitcoin, strategy, Figma, and IBM examples.
Identify common psychological traps in investing, such as herd behavior, and learn to build due diligence with a one-pager report, fundamental and technical analysis, and diversification.
**This course contains the use of artificial intelligence. **
In a world flooded with hot tips, viral trades, and algorithmic trading advice, most people are still making investment decisions like they're playing slots. They scroll financial news, chase momentum, and wonder why they keep losing.
This course is different. It's not about predicting the next 10-bagger or timing the market perfectly. It's about thinking like an investor—the way institutions actually analyze stocks—while leveraging AI to do the heavy lifting on research and number-crunching.
What You'll Actually Learn
Over 10 immersive hours across 7 core modules, you'll move from confusion to conviction. You'll learn to read financial statements not as accounting exercises, but as windows into how real businesses work. You'll build 5-year forecasts that aren't fantasy, run valuation scenarios using three independent methods (P/E, P/S, DCF), and most importantly, you'll learn to spot when you're dreaming versus when you're being realistic.
The course uses a real-world case study, to walk you through every step. You'll analyze actual income statements, balance sheets, and cash flow statements. You'll build sensitivity analyses that show how tiny assumption changes completely flip your valuation. You'll learn top-down market analysis to sanity-check if a stock's upside actually makes sense.
And you'll discover why three different valuation methods that agree with each other matter far more than one perfect-looking model.
Why This Course Stands Apart
Most finance education teaches formulas. This teaches thinking.
You'll understand that AI isn't your investment manager; it's your research assistant. You'll use it to speed up financial analysis, stress-test assumptions, and see patterns in data that would take hours to spot manually. But the judgment calls—the ones that actually make money—those are yours.
The course also teaches what most trading courses skip: psychology. You'll learn that being wrong 40-50% of the time is normal for even great investors. What separates the winners from the losers isn't being right more often; it's failing small, learning fast, and staying in the game long enough for compounding to work.
Who Should Take This
If you're tired of FOMO-driven trading, you're ready for this. If you've lost money chasing tips and want a framework that actually works, you're the target. If you want to understand stocks deeply enough to make your own decisions (rather than listening to random YouTubers), this is built for you.
You don't need a finance background. You don't need coding skills. You don't need to be a math genius. You need curiosity, willingness to do real work, and honesty about what you don't know.
What You'll Walk Away With
A repeatable framework. Real skills. And most importantly: the confidence that comes from doing your own diligence. You'll be able to analyze any stock using the exact methodology taught here. You'll spot overvalued hype and undervalued opportunities. You'll make investment decisions that are boring but profitable—the kind that compound into serious wealth over 5-10 years.
See you in class,
Manas.