Stock Investing Bootcamp - Zero To Warrior

Identify uptrends and downtrends by higher highs and higher lows versus lower highs and lower lows, and grasp long-, mid-, and short-term trends with bullish or bearish candles.

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.

Apply the force index, which uses volume EMA and price change to gauge bullish or bearish momentum and non-trending markets, and corroborate with MACD, RSI divergences, and price action.

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.

Learn to save and load drawing sets and chart styles, switch chart types, and use multiple charts with fundamentals, earnings, watchlists, and alerts in Thinkorswim.

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.

Explains how postwar policy, IMF and Bretton Woods, and the Marshall Plan stabilized markets after 1947, sparking a long bull run despite brief recessions and the Korean War.

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.

Explore how the 1972–74 stagflation era, Bretton Woods collapse, and oil shocks drove inflation and policy shifts, informing long-term index investing and patience.

From 1984 to 1986, the stock market moved beyond economic signals, highlighting contrarian thinking. The lecture promotes long-term index investing in the S&P 500 and ETFs, and compounding for retirement.

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.

Explore how the Plaza Accord and Louvre Accord shaped the dollar, yen, and global markets, then the dot-com bubble and the lost decade in Japan, highlighting crises as opportunities.

Explore the 2000s housing bubble and Great Recession, tracing subprime mortgages, mortgage-backed securities, Fannie Mae and Freddie Mac, and bank failures, and learn why investing in businesses beats macro timing.

Traces the stock market history from 2009 to 2020, highlighting QE2, Black Monday, debt ceiling debates, flash crashes, China trade war, and the Covid-19 pandemic’s impact and stimulus.

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.

Apply the 40% to investments and 60% to expenses rule by paying yourself first, building financial freedom and wealth through disciplined investing and frugality.

Explore why dollar-cost averaging outperforms market timing on the S&P 500, emphasizing long-term investing, avoiding bottom-picking, and leveraging index investing for steady growth.

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.

Learn two long-term S&P 500 strategies: invest per year when you have money, or use dollar-cost averaging and moving averages to guide purchases.

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.

Explore how to build a resilient portfolio by combining large growth, predictable, and deep value top eight brands, driven by brand loyalty and evolving product value, with S&P 500 diversification.

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.

Apply critical thinking to identify durable, valuable businesses driven by strong consumer behavior; invest in the best, not all, for the long marathon ahead.

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.

Analyze Microsoft's latest annual report and 10-K filings to understand cloud, intelligent edge, and AI strategies. Explore the Microsoft product ecosystem, including Azure, Microsoft 365, Dynamics 365, Teams, and LinkedIn.

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.

Google dominates ads and search, fueling long-term growth as AI enhances products like YouTube, Lens, Translate, and Google Cloud across hardware and software ecosystems, underpinning Alphabet's portfolio.

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.

Analyze Google's dominant advertising through search, explore industry dynamics, browser market share, and intrinsic value estimation to assess long-term profitability.

Analyze Google's brand, culture, and ecosystem, exploring its dominant search, YouTube, Android platforms, network effects, switching costs, and value-driven investment insights.

Assess Disney as an investment by analyzing revenue growth, covid-related net income lag, rising debt, and cash flow declines since 2020 across Disney media and entertainment distribution and parks.

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.

Analyze how Covid and acquisitions such as Hulu and 21st Century Fox shaped Disney's debt, cash flow, and net income, and why revenue recovered despite higher costs.

Analyze why Disney's net income and cash flow declined due to acquisitions, covid, and taxes, not core business health; learn to read statements for true investment risk.

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.

Apply a framework to assess product value and the system that keeps customers. Focus on your competency and compare large growth, speculative growth, turnaround, dividends, and exchange-traded funds.

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.

Identify turnaround businesses by evaluating management, a breakthrough product with high market potential, and the path from startup to a predictable, billion-dollar company.

Discover live, up-to-date investing insights as the course shares evolving resources. Learn to judge a business, not a stock, by moats, simplicity, intrinsic value, and your edge of competency.

Adopt a diamond investing view that values consumer behavior and practical value, focusing on how Apple and other captioned firms refine innovations into customer-centric ecosystems.

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%.

Learn how to allocate your portfolio by prioritizing the most understood companies and keeping allocations above 10%, while using new funds to add positions without selling top holdings.

learn how to buy stocks at undervalued prices using a multi-level averaging approach, entering in thirds at discounted intervals relative to intrinsic value, and prioritizing long-term gains.

Assess bank performance by net income growth and a 10% ROE, then verify safety with CET1 and LCR to gauge resilience.

Examines the September 2024 Fed rate cuts, post-July market consolidation, and how rate moves interact with earnings, inflation, and potential tax changes shaping stock returns.

Explore an Excel-based dashboard that tracks stock performance, portfolio allocation, and financial statements, with a built-in intrinsic value calculator and a finance dictionary for key terms.

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.

Learn to build and manage a stock investing portfolio in google sheets on macbook, using web and google finance data, dashboards, p&l, intrinsic value, and sec filings.