B: Investment Blueprint

Free
B: Investment Blueprint

About Course

Learn how to find wonderful businesses and value them in via an online course. Valuation spreadsheet and checklist provided.

How is this different?

  • Includes personal, one-on-one private coaching during the first year. (One 1-hr session per month, with additional 15-min sessions per week if necessary)
  • Once you have completed the core training material, we will work on researching some companies together. Think of it as hand-holding sessions, but you will need to do the work ;).
  • Unlimited email question and answer during the first year
  • Access to Group Coaching Classes (live once per month) and its recordings during the first year. This will be a mix of Question and Answer sessions, some teaching type sessions, some deep dive sessions to illustrate concepts.
  • Access to Education Portfolio and it's updates during the first year

Course content

videoWarnings and Disclaimers
videoWelcome and Logistics
video3 Simple Steps and Creating Workspace
videoMindset
videoGrowth Mindset
videoIdea Generation
videoMarket Valuation
videoLong Term Uptrend
videoSimple Wonderful Businesses
videoMoat
videoAccounting
videoAccounting Applied to Meta as example
videoFantastic Four
videoReturn on Equity (ROE) Part 1
videoReturn on Equity (ROE) Part 2
videoReturn on Invested Capital (ROIC)
videoGross Profitability Ratio
videoLow Debt
videoFlow Ratio
videoWorking Capital and Cash Conversion
videoManagement Criteria - Qualitative
videoManagement Criteria - Shares Issued
videoUseful Websites and Resources
videoValuation Approaches
videoSources of Return
videoArt of Valuation
videoPrice Earnings Ratio (PE Ratio)
videoPrice Earnings to Growth (PEG) Ratio
videoPrice to Book (PB) Ratio
videoDiscount Rate
videoMargin of Safety and PE Guide
videoEarnings Growth with PE
videoInvert and Estimate Future Returns
videoDeep Value, Enterprise Value and Operating Earnings Multiple
videoReal Estate and Internal Rate of Return (IRR)
videoIRR Worksheet
videoDoing quick searches
videoWrap Up
videoDownload - Checklist
videoHow to use Spreadsheet
videoDownload - Spreadsheet
Joshua Fong, CFA

Joshua Fong, CFA

Course Instructor