​This subscription includes:

• a monthly high-level overview of firms' earnings reports, conference calls, and SEC filings

• discussion of trends and events shaping firms' industries and financial performance

• coverage of sell-side analysts' research reports for various firms 

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This product is designed for investors who are new to investing and looking to acquire broad knowledge regarding firms, industries, and potential investments

These lessons will teach you to:

• calculate and interpret key financial performance measures

• adjust reported financial statements to more accurately reflect firms' earnings, cash flows, and credit risk

• learn to decipher techniques firms use to "manage" earnings and cash flow

• value firms using common, and some not-so-common, valuation techniques

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This product is designed for individuals looking to improve their analytical skills to become better business analysts and/or investors.

This subscription includes:​​​

• Foundational Investor Subscription

• a monthly "deep dive" into a public company I am considering investing in, including:

  • Competitive advantage analysis​

  • Comparison of reported and adjusted financial statements 

  • Complete fundamental quantitative analyses (e.g., ROIC, credit risk, operating efficiency, etc.)

  • Estimates of intrinsic value relative to current market value

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This product is designed for experienced investors looking to acquire specific knowledge regarding a firm, industry, or detailed investment analytical methods

​This section includes:

• Advanced Investor Subscription samples

• Self-Paced Investment Lessons samples

• Writings about recent economic and business events