This subscription includes:​​​​

• 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

• 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

• access to all prior recommendations 

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This product is designed for individual investors looking to enhance their analytical capabilities, and/or those looking to acquire specific knowledge regarding a firm, industry, or detailed investment analytical methods

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 all of the benefits of the Investor Subscription but is offered at a lower price for K - 12 and/or university students. A valid email address from an academic institution (e.g., .edu) is required for this subscription.

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At CAE Investment Advisory, LLC, we are "Dedicated to Maximizing Your Investor Potential".  In order to do so, students must begin learning the fundamentals of industry analysis, company analysis, etc., as early as possible.  By making this process both fun and educational, it is our goal to help you on this journey and save you considerable time and frustration by developing your investment skillsets with real-world examples, not academic theory. 

 

Similar to when I started investing 25 years ago as a college student, it is my hope that through this subscription you develop a love of business and investing, while also acquiring a skillset that can help maximize your financial wellbeing. 

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​This section includes:

• Investor Subscription samples

• Self-Paced Investment Lessons samples

• Writings and video commentary about recent economic and business events 

• ...And More!