The Complete Technical value stock investing Course

Master quick macro analysis of the US economy by identifying cyclical and defensive stocks and applying a fast, effective process.

Identify cyclical stocks vs defensive stocks and explain how cyclical sectors rise with the economy while non-cyclical defensive sectors such as consumer staples, healthcare, and utilities provide stable demand.

Identify the 11 sectors in the US economy, eight cyclical and three defensive, with examples like technology, healthcare, and consumer staples, and note their manufacturing or service bases.

See how the central bank controls inflation and deflation by adjusting the money supply and interest rates, via quantitative easing and tightening, influencing stocks, bonds, the US dollar, and gold.

Learn to gauge probable future central bank interest rates with a quick macro view. Use indicators such as University of Michigan Consumer Sentiment Index, Purchase Manager Index, and building permits.

Perform a quick macro analysis of the US economy by tracking the fed funds rate forecasts on Trading Economics, linking inflation trends to interest rate moves and cyclical sector opportunities.

Learn to screen stocks using key ratios: P/E ratio, PEG ratio, current ratio, and return on equity, and apply a free tool to identify potential best US stocks.

Analyze the price to earnings ratio and related metrics like the peg ratio, current ratio, and return on equity, using a restaurant example to show value.

Explore how price per share and earnings per share determine the price-to-earnings ratio, using an example with 1 million shares outstanding, and introduce the peg ratio.

Understand the peg ratio, pe ratio divided by earnings growth, to judge undervalued, fairly valued, or overvalued stocks; interpret below one, 1–1.5, and above 1.6.

Learn how the current ratio reveals if assets exceed liabilities by dividing current assets by current liabilities; a ratio over one signals strength, illustrated with an Airbnb example.

Calculate return on equity by dividing net income by shareholders' equity to gauge profitability. Use a 10% benchmark and screen with ROE, P/E, PEG, and current ratio.

Learn to screen for potential good stock investments using Finviz and four ratios, then apply fundamental analysis in lesson three to select top stocks.

Use Finviz screener to filter stocks by peg ratio under 2, return on equity above 10%, current ratio over 1, and projected earnings growth of 10%+, with price under $30.

Learn how to perform a step-by-step fundamental analysis on screened stock candidates, using valuations to pick the best investments in phase two of value investing.

Conduct a fundamental stock analysis by answering two key questions: is the stock a good business, and is its price overvalued or undervalued relative to fair value.

Assess a stock by five criteria: rising sales, net profit, and cash flow from operations over 4–5 years; positive growth; competitive advantage; low debt; and strong return on equity.

Apply the five criteria for a good business to Meta stock by examining revenue, net income, cash flow from operations, earnings per share growth, competitive advantage, margins, and debt metrics.

Analyze stock value using the peg ratio, discounted cash flow, and discounted earnings to identify undervalued or fairly valued opportunities for value investing.

Use discounted cash flow method to value a stock by calculating present value of future cash flows from operations and adding current net asset, then compare to the current price.

Apply present value concepts to stock valuation with a 5% discount rate. Estimate intrinsic value from ten years of cash flows plus current net assets, illustrated by Nvidia.

Learn to estimate the intrinsic value per share using a discounted cash flow model with an Excel tool, inputting cash flow from operations, debt, cash, growth rate, and shares outstanding.

Value stocks using the discounted earnings method when cash flow is inconsistent, calculating the present value of future net income plus net assets, and compare the price to identify overvaluation.

Create a stock portfolio by screening for potential investments and valuing them using peg ratio, discounted cash flow, or discounted earnings methods. Decide on optimal holdings, capital per stock, margin use, and diversification between cyclical and defensive sectors.

Allocate capital from savings for long-term growth, never invest what you can't afford to lose, and avoid margin to maintain a well-diversified portfolio targeting 20–35% annual returns.

Explore building a $10,000 portfolio with equal 10% allocations across ten stocks, tilt toward tech and communication services as the economy grows, and address rounding when buying whole shares.

Balance diversification and concentration by mixing cyclical and defensive sectors. Adjust exposure between cyclical and defensive sectors with economic outlook to lower risk and boost returns.

Explore different entry methods for stock investments, learn how to act after investing, and identify red flags that indicate when to exit your positions.

Apply dollar cost averaging to stock investments by investing a fixed amount at regular intervals, such as quarterly, in SPY or other index ETFs.

Identify an uptrend by higher highs and higher lows, then time entries by buying the dip during a corrective wave amid uptrend, downtrend, or range states.

combine technical analysis with dollar-cost averaging to enter stocks on uptrends by buying in two dips; using Nvidia example, invest 10% in two 5% entries to achieve a blended price.

Exit investments when red flags threaten fundamentals, such as deteriorating net income, shrinking profit margins, consumer habit changes, overvaluation, or management irregularities—monitor year-on-year or quarterly to act promptly.

Entry below intrinsic value and exit when price exceeds intrinsic value by 30–50% and turns down, using price action to time exits.

Explore the seven personality traits you must have to be a successful investor, building on prior lessons on evaluating a good business and strategies for entry and exit points.

Develop seven core investor traits—hard work, discipline, flexible thinking, long-term patience, independent thinking, worst-case visualization, and responsibility—while investing via deep fundamental research, technical analysis, and strict rules.

Discover the step-by-step process of value investing in stocks through a live application of core concepts.

Apply a four-step value stock process: macro analysis of the U.S. economy to guide cyclical and defensive allocations. Screen with Finviz, analyze fundamentals and technicals, and execute and manage investments.

Apply quick macro analysis by checking fed funds rate forecasts to gauge future US economy, predicting slower growth as rates fall, favoring cyclical stocks over defensive as 2025–2027 outlook improves.

Use the finviz screener to identify nine stocks by earnings growth over 10%, ROI over 10%, PEG under 2, and EPS growth. Filter under $4 and plan January investments.

Analyze stocks from screener to identify good businesses by evaluating revenue, net profit, cash flow, growth, competitive advantage, debt, and return on equity, then assess undervalued or overvalued price.

Apply peg ratio and discounted earnings analysis to determine intrinsic value, identify overvalued stocks, and build a watchlist while confirming a stock's uptrend or downtrend.

Learn to build an eight-stock portfolio from a watch list, allocate 60-65% to cyclical and 40-45% to defensive stocks, with 10% per stock, and time entries using technical analysis.

Explore one-on-one trading mentorship with four types of sessions, schedule coaching on the website, and review performance highlights and student testimonials.