Fundamental
Analysis Mastery
Learn to read balance sheets like Buffett, think about risk like Dalio, and value companies like the analysts who actually move markets. This isn’t a surface-level overview — it’s the institutional-grade edge most retail investors never get.
What this course covers
Build real skills in financial analysis, valuation, and risk management.
Financial Statement Fluency
Read balance sheets, income statements, and cash flow statements like a native language. Spot the red flags companies try to hide and the strengths they underreport.
Valuation Mastery
DCF models, P/E ratios, P/B, EV/EBITDA, PEG ratios, and dividend discount models. Know when a stock is cheap, fair, or dangerously expensive — with math, not intuition.
Think Like Buffett & Soros
Not motivational quotes — the actual decision-making frameworks of the greatest investors. Their screening criteria, allocation models, and the mental patterns behind billion-dollar calls.
Portfolio Diversification
Modern Portfolio Theory, correlation matrices, the All-Weather approach, and asset allocation across stocks, bonds, commodities, and geographies. Build portfolios that survive what you can’t predict.
Risk Architecture
Position sizing for portfolios, drawdown limits, rebalancing triggers, tail-risk hedging, and the mathematical relationship between risk and return that most investors get catastrophically wrong.
Macro & Sector Intelligence
Economic cycles, interest rate impacts, sector rotation, competitive moats, and 10-K filing analysis. Understand the terrain before you pick the stocks standing on it.
Insights from the course
A few examples of what you’ll learn inside.
Why Free Cash Flow Beats Earnings Every Time
Earnings can be manipulated with accounting tricks — depreciation schedules, revenue recognition timing, one-time charges. But free cash flow shows you the actual cash a company generates after all capital expenditures. Buffett calls it “owner’s earnings” for a reason. In Module 1, you’ll learn to calculate it from any 10-K filing in under 5 minutes, and why companies with high earnings but low FCF are often value traps.
The DuPont Analysis Trick Professionals Use
When you see a company with 25% ROE, most investors think “great, buy it.” But DuPont breaks ROE into three components: profit margin × asset turnover × financial leverage. A 25% ROE driven by high leverage is a completely different animal than one driven by high margins. In Module 2, you’ll learn to decompose any company’s ROE and instantly know whether the return is sustainable or a house of cards.
Why 20 Tech Stocks Isn’t Diversification
Most investors think they’re diversified because they own 20 different stocks. But if all 20 are tech companies, their correlation in a downturn approaches 1.0 — they all crash together. In Module 6, you’ll learn to measure portfolio correlation, build truly uncorrelated positions across asset classes and geographies, and stress-test your portfolio against historical crises.
Soros’s Reflexivity: Why Markets Are Never “Efficient”
The Efficient Market Hypothesis says prices reflect all available information. Soros proved this wrong by showing markets create feedback loops — rising prices attract more buyers which pushes prices higher, disconnected from fundamentals. In Module 5, you’ll learn to identify reflexive bubbles and understand why being “right” about value means nothing if your timing ignores market psychology.
8 modules, 42 lessons
Click any module to see the full lesson breakdown.
The Language of Financial Statements
6 Lessons · ~2 hoursRatio Analysis & Financial Health
6 Lessons · ~2 hoursValuation Models & Intrinsic Value
6 Lessons · ~2.5 hoursCompetitive Moats & Qualitative Analysis
5 Lessons · ~1.5 hoursThinking Like the Legends
6 Lessons · ~2 hoursDiversification & Portfolio Construction
5 Lessons · ~2 hoursRisk Management for Investors
5 Lessons · ~1.5 hoursMacro Analysis & Sector Rotation
3 Lessons · ~1 hourSix investors. Six frameworks.
How the best investors think about markets, risk, and opportunity.
Warren Buffett
Wonderful companies at fair prices. Owner’s earnings over reported earnings. Circle of competence. The moat. Patience as competitive advantage.
George Soros
Markets aren’t efficient — they’re reflexive. Perception shapes reality, which shapes perception. Understanding this loop is where the real alpha lives.
Peter Lynch
The PEG ratio, “invest in what you know,” and the six categories of stocks. Lynch averaged 29% annually finding growth before Wall Street noticed.
Ray Dalio
Don’t predict — prepare. The All Weather portfolio and risk parity frameworks protect capital across every economic environment without sacrificing returns.
Charlie Munger
Invert, always invert. A latticework of mental models — psychology, physics, biology, history — creates decisions that avoid stupidity before seeking brilliance.
John Templeton
Buy at the point of maximum pessimism. Templeton pioneered global investing and proved the best bargains exist where others refuse to look.
Try the calculators
Run quick valuation calculations right here.
DCF Calculator
Valuation Comparator
The ratios that matter most
The financial ratios you’ll use regularly in your analysis.
Common Questions
Ready to get started?
Preview Module 1 for free, then decide if it’s for you.
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