1-to-1 Investment Coaching
12 weeks to transform your investment approach
12 weeks
Intensive one-on-one training with weekly sessions
Personal Coaching
Tailored to your experience level and goals
Real Results
Master 2 stocks completely, build lasting skills
12-Week Curriculum
Systematic progression from basics to mastery
Gather Stage
- Learn systematic data collection
- Download 10-K, 10-Q, proxy statements
- Personal evaluation and checklists
Read Stage
- Identify competitors and market position
- Social media and qualitative research
- CEO analysis and leadership evaluation
Analyze Stage
- Master 3 financial documents
- Business lifecycle identification
- Financial health assessment
Substitute Stage
- 7 Powers strategic framework
- Strategic positioning evaluation
- Competitive moat analysis
Price Stage
- Intrinsic value calculation
- Base, bull, and bear cases
- DCF valuation modeling
Portfolio & Tools
- Ongoing investment process
- Options as risk management tool
- Portfolio construction rules
Comprehensive Support
Multiple touchpoints ensure your success
Weekly Zoom Sessions
One-on-one coaching calls to review progress and address challenges
WhatsApp Support
Direct access for quick questions and clarifications
Assignment Feedback
Detailed review of your work with personalized guidance
Is This Program Right For You?
- Perfect Fit If You:
- Want to make independent investment decisions
- Can commit 30 minutes daily for 12 weeks
- Prefer systematic approaches over tips
- Value long-term wealth building
- Are willing to learn and apply frameworks
- Not A Fit If You:
- Want quick stock tips or day trading strategies
- Expect guaranteed returns or "get rich quick" solutions
- Cannot commit time for weekly assignments
- Prefer passive investing or index funds only
- Looking for complex derivatives or crypto trading
Apply for Coaching
Tell us about your investment goals and experience
Schedule Your Discovery Call
Book a 30-minute call to discuss your investment goals and see if our coaching program is right for you.
No commitment required • Free consultation