Before diving into numbers or charts, we start with something more important—your vision.

You’ll define your long-term financial goals, align your mindset, and build the foundation needed to become an intentional, disciplined investor.

This module introduces the fundamentals of value investing, helping you understand why and when to invest using this powerful strategy. Instead of overwhelming you with complex financial statements, we simplify what truly matters—so you can focus on smart decision-making.

Each short, focused lesson is paired with practical tutorials designed to help you think like a value investor from day one.

You’ll also gain access to powerful video walkthroughs that accelerate your learning and prepare you for a transformative leap in your investment journey.

This is where you stop guessing and start truly understanding how businesses work.

In this module, you’ll master the essentials of business models, financial statements, cash flow analysis, and key valuation ratios that serious investors use to evaluate companies. 

Each concept is broken down into simple, easy-to-follow lessons so you can absorb and apply them confidently—whether you're a beginner or experienced investor.

You’ll then put your learning into action through a hands-on assignment that ties everything together, helping you move from theory to real-world application. It’s your first big step toward thinking like a true value investor.

Options are far simpler to understand (just a few GREEKs) and apply for consistent results vs. stocks which requires one to understand a plethora of technical terms like balance sheet, income statement, cash flow, and every item on those.

This provides you with both theoretical and practical knowledge of OPTIONS GREEKs.

You will also have quick reference guides that will prepare you to apply Greeks to trade at a professional level.

This is where you learn the art and science of finding hidden gems in the stock market.

You’ll discover how to use powerful stock screeners, smart filters, and proven frameworks to identify undervalued companies with strong long-term potential—before the rest of the market catches on.

We’ll show you how to narrow your focus so you’re not overwhelmed by noise, but dialled in on the right opportunities.

Think of it like using a metal detector—you won’t waste time digging everywhere. You’ll go straight to where the treasure is buried, with clarity and purpose.

Not every stock deserves your attention—and this module shows you how to separate the best from the rest.

You’ll learn how to evaluate a company’s economic moat, profitability, leadership quality, and long-term durability to ensure you’re investing in businesses with real staying power.

We dive deep into what makes a company resilient and valuable over time, going beyond surface-level metrics to focus on what truly matters.

By the end of this module, you’ll have the tools to confidently say “yes” to only the strongest companies—and avoid the ones that can’t stand the test of time.

This is where theory meets smart execution, and you start thinking like a real investor.

You’ll master three practical valuation models:

Quick – A high-level estimate in under 10 minutes

Intermediate – More detailed, for zeroed-in stocks

Comprehensive – when you’re ready to go deep and invest with full conviction

Each model helps you assess what a company is truly worth, based on real data and logical assumptions. You’ll gain the skills to uncover undervalued opportunities the market is missing—so you can invest confidently, with a clear edge.

Even great stocks can go wrong—and smart investors always prepare for the unexpected.

In this module, you’ll learn how to protect your portfolio from major losses using our proprietary F.O.C.U.S. Checklist, smart position sizing, and payoff probability frameworks. These tools will help you evaluate risk, manage exposure, and avoid emotional decision-making.

You’ll understand how to build a resilient portfolio that prioritizes capital preservation without sacrificing upside—so you invest like a disciplined professional, not a gambler chasing quick wins. This is your safeguard against uncertainty, and your path to long-term investing success.