The Complete Stock Market Investing Masterclass

Introduces stock-picking fundamentals and the concept of margin of safety (the gap between a stock's price and its intrinsic value), explaining why individual stock picking can outperform index funds.

Walks through the three key financial statements — income statement, balance sheet, and cash flow — and explains how they work together to reveal a company's true financial health.

Walks through the three key financial statements — income statement, balance sheet, and cash flow — and explains how they work together to reveal a company's true financial health.

Teaches how to analyze a balance sheet by examining the debt-to-equity ratio and asset-to-liability relationship to assess a company's financial stability and resilience during downturns.

Explains why cash flow is considered "real profit" (per Charlie Munger and Warren Buffett), distinguishing it from accounting metrics like EBITDA or net income that can mask a company's true financial position.

Introduces key valuation metrics and the concept of market capitalization, showing how to use stock screeners to compare companies by size and market value.

Explains the Price-to-Earnings (PE) ratio — what it measures, what the S&P 500 average looks like, and why it must never be interpreted in isolation.

Covers the price-to-book ratio, teaching students how a company's equity (assets minus liabilities) translates into a metric for assessing whether a stock is fairly valued.

Debunks the myth that a high PE ratio always means "expensive" and a low PE always means "cheap," showing how growth expectations and business quality determine what a PE ratio actually signals.

Covers qualitative analysis for an investment thesis, focusing on evaluating management quality, CEO track record, and whether company insiders are buying or selling shares.

Guides students through writing an investment thesis before buying any stock, with emphasis on recognizing and overcoming personal biases in the research process.

Shows students where and how to find stock ideas, including newsletters, news sites, YouTube, stock screeners, and fund trading desks like ARK Invest.

Teaches the first step of the Tech Deep Value Strategy — identifying "underpriced fighters," quality companies whose stock price has lagged behind strong revenue and earnings growth.

How to do value investing.

Encourages students to track major tech trends (AI, cloud computing, robotics) as a source of high-return investment opportunities, drawing on historical examples from electricity to crypto.

A real-world case study of Palantir's ~2,500% return, showing how to apply the Deep Tech Value strategy by identifying improving fundamentals in a high-growth sector before the market catches on.

Explains why long-term investing beats short-term trading, arguing that short-term price moves are largely random while fundamentals (earnings, revenue) are what drive reliable, predictable gains over time.

Use volatility and market crashes to profit.

Makes the case against using stop-loss orders, demonstrating how normal stock volatility will repeatedly trigger stops and cause a "death by a thousand cuts" of small losses before a stock ultimately rises.

Covers when to sell a stock — specifically when fundamentals deteriorate, the original thesis is invalidated, or better opportunities exist — and how to use partial profit-taking to manage oversized positions.

Introduces William O'Neil's CAN SLIM framework as a tool for finding high-potential stocks, breaking down each letter (Current earnings, Annual growth, New catalysts, Supply/demand, Leader, Institutional support, Market direction).

How to start investing in stocks.

Presents the "Adam Swift" portfolio protection framework, teaching students to anticipate black swans, hold bonds as a buffer, and diversify across sectors rather than concentrating in a single theme.

A practical getting-started guide covering how to choose a low-cost broker, how to structure a beginner portfolio with a core of index funds (VOO/QQQ), and how to gradually add individual stock positions.

Covers how to track your portfolio's performance using tools like TradingView, Personal Capital, and broker dashboards, focusing on key metrics like position sizes, cost basis, sector allocation, and benchmarking against the S&P 500.

Understand market cycles.

Teaches a practical market-timing framework using the 200-day moving average on the S&P 500, where trading below it signals a buying opportunity and above it signals caution, while acknowledging that no one can time the market perfectly.

Introduces the Monte Carlo simulator as a way to model thousands of possible portfolio outcomes, helping investors understand best- and worst-case scenarios and assess the realistic probability of reaching their financial goals.

Provides a foundational overview of technical analysis — covering support/resistance levels, moving averages, RSI, MACD, and volume — as a supplementary tool for identifying better entry points after completing fundamental analysis.

Teaches how to develop and document exit strategies and price targets within your investment thesis, while emphasizing the need to update your plan as new fundamentals (like earnings growth) emerge.

Explains capital gains tax implications for investors, distinguishing between short- and long-term rates, and shows how tax-advantaged retirement accounts (like a 401k or Roth IRA) can be used to legally minimize or defer taxes on investment gains.