Investing Mastery Toolset [SALE]

Working through "complicated" valuation methods can be daunting at first. It's not just a matter of finding the required information. You need to be able to organize it in one place. Then you have to work through it in a way that gives you easy to interpret conclusions.

This is no easy feat, even for many intermediate investors.

To make the jump to "experienced investor" you need to be able to dive deeply into the financials of a company and get to know it inside and out.

If you want to learn to invest like Buffett, Munger, Graham & other great investors, you need to unlock the strength of the company's momentum moving forward.

That is exactly what these worksheets & tools are designed to do - to take you from Intermediate Investor -> Experienced Investor.

Purchase the tools separately or the entire system, which includes:

• DCF Valuation Worksheet (below)
• Moat Indicators Tool (below)
• Swiss-Army Knife Intrinsic Value Screener
• Stock Portfolio Tracker

With the Discounted Cash Flows & Moat Valuation worksheet, you will:

• Analyze 10 years worth of financial statements
• Compile meaningful figures
• Determine Owner Earnings
• Compare growth rates
• Arrive at a dollar value per share
• View the company's delivered results in multiple areas
• Develop a deeper understanding of a company that will turn you into an experienced, insightful investor

This worksheet organizes your research. It determines the intrinsic value per share with ease. Then it identifies the strength of the company's competitive advantage.

Consolidate information from financial statements & plug it in with a user friendly format. The built in formulas automatically calculate an intrinsic value per share based on your selected premises. Along with value per share, it allows users to compare between current share price and intrinsic value in one place.

With the added Swiss-Army Knife Intrinsic Value Calculator & Stock Portfolio Tracker, you get the DCF Valuation & Moat Indicators worksheets, PLUS:

The Swiss Army Knife:

All you have to do is enter the stock ticker (Example Amazon: AMZN). Then, the calculator generates automatic buy or don't buy ratings for that company. These ratings rely on future projection of earnings over the life of the company.

Quickly screen companies to weed out those that are currently overvalued in seconds.

The calculator is customizable. If you want to use more rigorous metrics to calculate value. You can do that. You can even set your own margin of safety to create more rigorous (or more risky) buy ratings.

This calculator features useful information for analysis. It has a built in Capital Asset Pricing Model (CAPM) calculator. This determines whether you should add a premium to your desired rate of return. CAPM does this by evaluating the riskiness of a company based on volatility. You can change the discount rate can to test the strength of a stock and determine how good of a buy it is. This calculator allows the user to add in a customizable margin of safety to the buy/don't buy rating. This ensures the rating's risk level is low enough for the personal risk tolerance of each person.

The dashboard breaks up into categories. One section is for manual entry items. One is for automated entry items. This avoids confusion during use.

This tool is perfect for intermediate investors. It is a quick way of filtering companies that are currently trading at or near intrinsic value.

We want to make it even easier on you during your screening process. There is already a dedicated column for keeping a list of stock tickers. Save stock tickers that have strong valuations for later. Now you can screen batches of stocks and remember which stocks are bargains when you're done.

Stock Portfolio Tracker:

Compare against intrinsic value & PE. Track stock investments over time with built in Google Sheets formulas that generate up to date information on stock price, earnings per share, etc. Works great with Joel Greenblatt's Magic Formula Investing system.

Now features automatic Beta & Alpha calculations built in to determine volatility & performance of the portfolio in relation to the overall market.

Make your selection and hit the "I want this!" button to take your leap into experienced, insightful investing.

*Google Sheets format requires a Google Account in order to access and use.

***Does not constitute investment advice as the variables are based on your own research, quality of data entry & assumptions.