Andrew Stotz – Invest Like A Pro
The Blueprint for Creating High-Performing Portfolios
What You’ll Learn In Invest Like A Pro
The Theory of Investment Value
- The Theory of Investment Value
The Intelligent Investor
- Understand investors and speculators
- Understand the principles of value investing
- Have a margin of safety
A Random Walk Down Wall Street
- Understand what it takes to invest
- Apply behavioral finance principles
- Follow best practices
One Up On Wall Street
- Prepare to invest
- Pick a winner
- Adopt a long-term view
The Little Book That Beats the Market
- Apply the magic formula
- Find the right companies
- Be patient
Richer, Wiser, Happier
- Mohnish Pabrai and John Templeton
- Marks Graham Eveillard Buffet Kahn McLennan Greenblatt
- Danof Sleep Zakaria Vinik Lountzis Geritz Munger
- Thorp Karp Miller Van Den Berg
- Extract the key takeaways
The Education of a Value Investor
- Invest in yourself
- Adopt a structured approach to investing
- Keep an investor’s checklist
100 Baggers
- Look for the right businesses
- Identify growth opportunities
- Focus on the long-term
9 Valuation Mistakes & How to Avoid Them
- Get the pdf version of the book
- Mistake #1: OVERLY OPTIMISTIC REVENUE FORECASTS
- Mistake #2: UNDERESTIMATING EXPENSES CAUSING UNREALISTIC PROFIT
- Mistake #3: GROWING FIXED ASSETS SLOWER THAN REVENUE
- Mistake #4: CONFUSING GROWTH CAPEX WITH MAINTENANCE CAPEX
- Mistake #5: FORECASTING DRASTIC CHANGES IN THE CASH CONVERSION CYCLE
- Mistake #6: UNDERESTIMATING WORKING CAPITAL INVESTMENT
- Mistake #7: VALUING A STOCK USING THE CALCULATED BETA
- Mistake #8: CHOOSING AN UNREASONABLE COST OF EQUITY
- Mistake #9: NOT PROPERLY FADING RETURN ON INVESTED CAPITAL
- Test what you have learned
Want to become a Valuation Master?
- Valuation Master Class Boot Camp Origin Story
FVMR Investing: Quantamental Investing Across the World
- Data availability and manipulation
- An investment framework forces discipline
- Quantamental – The quantitative aspect
- Quantamental – The fundamental aspect
- Concentrated portfolio
- Preserve capital
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