
Hello and welcome!
Learn to start investing with a long-term mindset, using index ETFs to diversify and target about 10% average returns. Manage volatility through research, small initial investments, and avoiding panicked trades.
Discover how REITs work, their benefits and risks, and how to value them using AFFO, FFO, debt metrics, and peer comparisons, with Realty Income as a case study.
Explore stocks, equities, and IPOs, learn about common and preferred shares, and understand market caps, underwriters, lockups, ETFs, and REITs for a practical investor-focused approach.
Explore fundamental analysis to determine a company's intrinsic value and spot mispriced stocks. Compare quantitative and qualitative approaches, top-down and bottom-up investing, and the margin of safety.
Understand the risk–return relationship and how diversification and asset correlation reduce portfolio risk. Learn to master emotions, set rules, and diversify across stocks, bonds, exchange-traded funds, and cash.
Learn to read annual reports, especially the 10-K, to assess a company’s business, risks, and finances using a Texas Roadhouse example, then locate reports via investor relations or SEC filings.
Compare equity and enterprise value multiples, including price-to-earnings, price-to-book, price-to-sales, EV to revenue, and EV to EBITDA, to assess company value. Use three methods and apply a margin of safety.
Learn the intrinsic value formula as a back-of-the-envelope stock buy price, using EPS, growth rate, and forward P/E, with Texas Roadhouse as the example, including margin of safety.
Apply a simple earnings per share valuation using 0.78 earnings per share, 8.29% growth, and a 15% return to forecast 0.81 in year one and bearish, base, and bullish scenarios.
Master the ten cap method by calculating owner’s earnings per share from operating cash flow, capex, and tax provisions to gauge intrinsic value against market cap.
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Do you want to begin investing your hard-earned money and are unsure where to start? Together we overcome all the hurdles you might face, and I’ll help you invest like a pro!
Wall Street and bankers love to make things complicated, and they love to sound fancy. Investing isn't that difficult at all; it is a lot of fun if you know how to do it. Let's do this together step-by-step.
The course covers all the basics and more on investing. The course will take you from A to Z and help you become a successful investor.
What this course covers:
°Do you want to start investing but don’t know how? Don’t worry. I will help you with your setup and get you going. It is less complicated than you might think.
°Learn all about exchange-traded funds and how they can benefit you on your investing journey and bring you closer to your financial freedom with less risk.
°Real estate investment trusts can be a great way to add income and growth to your portfolio and offer you an easy way to invest in property and reap the rewards.
°Stock-picking is the most common way for starters to gain investment experience but is not always the most successful. Learn about stock investing at your own pace.
°With option writing, I teach you how to create an extra source of income. A great way to create monthly cash flow with limited risk. This is for the more advanced investor.
Happy investing!