I have developed some tools (Free Downloads) to help me with my investment journey. I will continue to add to and update these tools over time. I have accumulated a lot of resources and knowledge over 15 years. The challenge is to take what’s in my head and present it in a clear format. What makes sense to me may not be clear to others, so I’ve organised them in easy-to-use formats. You can download and use them here.
I prefer using systems, as they bring continuity to the investment process. I believe a systematic approach is essential for creating outsized returns in the long term. Whether it’s a written investment philosophy/strategy that is periodically reviewed or an efficient DCF spreadsheet for business valuation, each plays an important role.
📧 These are FREE to download all I ask is for you to SUBSCRIBE.
Investment Thesis – Free Download
📖 Prior Reading: The Investment Thesis
An Investment Thesis is a written document that outlines why you are investing in a particular idea. It is grounded in your research and analysis and forms the cornerstone of the Investment Process. The Investment Thesis will help to explain with reasoning why you believe a certain investment is viable and how you came to that conclusion.
Investment Psychology Guide – Free Download
📖 Prior Reading: Investment Philosophy
To build an Investment philosophy is to build a road map that guides your investment strategy and process. It is the framework that helps you make investment decisions, based on your beliefs and principles that correspond with your financial goals and tolerance to risk. A lot of investors lack clarity about the importance of a clear philosophy and well-considered strategy.
DCF (Discounted Cash Flow) – Free Download
📖 Prior Reading: Discounted Cash Flow
A Discounted Cash Flow Model is a method used to determine the value of a business by projecting its future cash flow and discounting that value back to the present value. This technique assists investors in making informed decisions about whether the future cash flow is worth investing in at the current market price.
Reverse DCF Spreadsheet – Free Download
📖 Prior Reading: Reverse DCF
The Reverse DCF Model is an excellent tool for valuing a stock based on the market’s pricing rather than your own forecast. This model uses the Inversion concept which is a modified version of the Discounted Cash Flow model. By beginning with the current stock price and adjusting the expected growth of the business, we can determine the amount of growth that is factored into the share price.
🍺 Buy me a beer if you found these helpful…
Make a one-time donation and buy me a beer if you’re feeling generous.
Choose an amount
Or enter a custom amount
Your contribution is appreciated.
DonateDISCLAIMER: Use these tools at your own risk. I am not suggesting that they should be used exclusively; they are simply documents and tools that I use and want to make freely available to others. You are responsible for accurately filling them in.