Total Beginner value investing for shares with Aunty mindset

Identify a company's moat and assess quality using the anti tapping method, covering intangible assets, brand, patents, proprietary technology, and legal protection to gauge long-term value.

Explore the four moats—network effect, high switching costs, efficient scale, and cost advantage—through real-world examples and learn to score moats with the Onti score sheet.

Assess how a strong economic moat faces disruption from technology, governance shifts, and key person risk, with Blockbuster and Google as cautionary examples.

Assess a company’s long-term financial health using the up-up-go metrics—revenue, operating cash flow, earnings per share, and net income—via the anti-score sheet on Jita.com.

Compare companies using gross margin and ROA to gauge pricing power and asset efficiency, then assess debt via interest coverage and current ratios.

Learn to use the anti-score sheet to rate a company on tapping criteria, moats, risk, and financial health, sum scores, and compare with two other companies to decide.

Log in to Jita.com, search a company, and view its fact sheet for revenue, price ratios, and the current ratio; customize to add missing metrics like return on assets.

Learn to haggle for stock value using price to revenue, price to earnings, and price to free cash flow, with vertical comparisons and a 20% margin of safety.

Calculate fair prices using three valuation ratios—price to sales, price to earnings, and price to free cash flow—by deriving per share values and applying the median, with Procter and Gamble.

Antipick the share by studying business, moat, and risks, then calculate valuation and wait for a bargain, updating valuation annually as revenue, earnings per share, and free cash flow grow.

Develop your anti-shopping list by spotting moats through your circle of competence, using a score sheet, valuation, and price alerts, illustrated by Coca-Cola and ASML.

Identify stock market seasons and cycles, spot the shoeshine boy moment, gauge emotion-driven timing, and practice patient value investing to buy bargains while avoiding hype.

Learn when to exit shares and diversify smartly by evaluating company prospects, portfolio balance, and valuation ranges using historical ratios, with a strict 10% cap per stock.

Apply auntie mindset to stock options by selling cash-secured puts at a 20% discount, earning premiums while buying desired shares; avoid timing gambles and focus on risk reduction.

Explore how to use call options to generate income through covered calls on shares you own, collecting premiums, managing strike prices, and expiration risks.

Explore how option trading looks on a platform with Apple as an example, covering call and put options, strike prices, expirations, premiums, bids and asks, and the order ticket.