Stock Investing Bootcamp - Zero To Warrior

Use horizontal lines to mark support and resistance as a high-probability price action tool, and apply averaging around these levels to invest in undervalued opportunities based on intrinsic value.

Learn how moving averages reveal price trends with 20, 40, 50, 100, 150, and 200 day lines. Distinguish simple from exponential averages and use crossovers to spot uptrends and downtrends.

Learn candlesticks basics, including green and red candles, tails, head, open, close, high, and low. Identify bullish and bearish patterns like hammer and inverted hammer, piercing line, engulfing, dark cloud, and one white soldier.

Explore macd as a trend direction indicator using 12 and 26 exponential moving averages; monitor macd line, nine ema, and histogram, and combine with rsi or force index for divergence.

Learn how oscillators like Bollinger bands, stochastics, and Williams percentage R identify overbought and oversold conditions, and apply a triple combination for confluence in trend and counter-trend setups.

Choose to do what you like and pursue it to the fullest in investing to create value. Train your mindset through repetition, visualization, and disciplined routines like waking early.

Develop a growth mindset for stock investing by taking action, repeating practice, and reprogramming your subconscious to pursue ambitious goals without needing instant mastery.

Trace the 1962-1971 stock market history, linking the 1962 steel price spike and JFK critique to margin calls, market bottoms, and the rise of inflation and recession.

Trace the 1987 Black Monday crash across major markets, exploring causes from dollar depreciation and the Plaza Accord and Louvre Accord to rising rates and computerized trading and hedging.

Highlight that saving in banks loses buying power due to inflation, and advocate index investing for the long term while exposing 401(k) and mutual funds' expense ratios that erode returns.

Learn how inflation erodes cash while investing in the S&P 500 compounds wealth over time, applying Buffett's rules and buying wonderful businesses at fair prices.

Invest in the S&P 500 using technical analysis and moving averages with staged allocations. Compare dollar cost averaging with averaging the position and reinvest dividends for long-term growth.

Explore the long-term advantages of index investing for retirement, including dollar cost averaging and horizons from 20 to 60 years. Compare with business investing and the S&P 500.

Evaluate speculative growth, turnarounds, dividends, and deep value opportunities through thorough due diligence on product value and competition. Consider behemoths and ETFs for long-term portfolios.

Discover Ray Dalio's diversification approach, focusing on 15–20 uncorrelated return streams to lower risk. He builds a 500-asset framework, emphasizing principles and portfolio construction.

Explore how bear markets reveal value in quality businesses and why buying undervalued stocks with strong intrinsic value can boost future returns, even as prices depreciate.

Identify the biggest blue whales with independent, high‑value products and strong consumer behavior that drive sustainable growth and a durable moat.

Analyze income statements, balance sheets, and cash flow statements to identify strong businesses. Look for rising revenue, net income, and free cash flow, with debt and roic above wacc.

Analyze revenue mix and costs from annual reports and 10-K; assess gross profit, SG&A, R&D, and net income margins across intelligent cloud, productivity and business processes, and personal computing.

Explore how LinkedIn's monetized solutions and Microsoft's product ecosystem—Dynamics 365, Power Platform, Office, and Azure—shape enterprise collaboration, cloud strategy, and competitive landscape.

Calculate Microsoft's 20-year intrinsic value from operating cash flow, adjusting for inflation, debt per share, and cash per share, then compare to market cap to identify a discount.

Analyzes Alphabet's net income decline, attributing it to other income expenses and unrealized losses on equity and debt securities, plus acquisitions, with macroeconomic and currency effects on Google search revenue.

Examine Disney's diversity, equity and inclusion initiatives and its media distribution across linear networks and direct-to-consumer streaming. Explore the revenue mix from subscriptions, licensing and content sales.

Follow a step-by-step process to research a business via its 10-K, analyze revenue segments, cash flow, and competitive moat, and validate with external blogs before concluding yes or no.

Identify deep value businesses by spotting monopolistic moats, numerous protocols, and enduring demand that sustain long-term income and strong customer loyalty.

Identify predictable businesses by prioritizing at least five protocols and convenience to reinforce customer retention and sustain recurring revenue, emphasizing value over price and unique, uncopiable quality.

Understand diversification as risk management and consolidate into diamond businesses you deeply understand. Practice long-term, decades-long investing grounded in earnings, consumer behavior, and thorough company analysis.

Allocate your portfolio across deep value, large growth, dividend, and ETF assets based on understanding and attributes, with large growth at 6%, ETF at 5%, and deep value at 7–8%.

Explore charts and a calculator for stock analysis, including intrinsic value, allocations, and price data. Learn currency and ticker nuances for foreign stocks and data sources.

Explore CPI-driven inflation adjustments, currency conversions between Hong Kong dollars and US dollars, and calculating intrinsic value using discount factors and growth projections.

Learn to read income statements and balance sheets, including revenue, COGS, R&D, cash, and liabilities, and export portfolio data from a brokerage to track cash flow and gains.

Configure Excel by adjusting Trust Center macro settings and enabling external data connections to run the portfolio workbook, then manage sheets and formulas to compute intrinsic value and allocation.