Pillars of Investing

Description

Growing up in the NYC projects, my path into investing wasn’t easy. I researched at the public library and saved every dollar just to make a single trade. I made mistakes and paid for them dearly. Now, 25 years later, my mission is to save you from that same struggle. Pillars of Investing is built on the hard-won lessons I learned, giving you a clear, repeatable framework to build wealth with confidence, not luck.

Pillars of Investing is a 12-week immersive course designed to transform you from a confused beginner into a confident, strategic investor.

I don’t just teach you what to do; I show you how and why. You’ll build a solid foundation, hone your skills, and develop the discipline needed to navigate any market with clarity and confidence.

What You’ll Learn: The 6 Pillars

Module 1: Your Investor Profile Before you can invest, you must know yourself. You will define your financial goals, risk tolerance, and time horizon to create a personalized strategy that works for you. You’ll discover your Investment Criteria, which companies/assets to invest in that meet your goals and stay within your risk profile.

Module 2: Risk: A Friend, Not a Foe Risk isn’t something to avoid – it’s something to understand and manage. Learn to identify and quantify different types of risk so you can make intelligent, calculated decisions.

Module 3: The Power of the Watchlist Stop chasing headlines. Learn how to build a curated watchlist of high-quality companies and track them effectively, putting you in the driver’s seat of your investment journey.

Module 4: The Investment Thesis Discover the art of fundamental analysis. We’ll teach you how to research a company and build a compelling “investment thesis” – a clear, logical reason for why you believe it’s a great investment.

Module 5: My Favorite Tools This isn’t high tech, it’s pen and paper, and I’ll show you exactly how I use those tools to make millions.

Module 6: When to Buy and When to Sell Timing the market is impossible, but timing your entries and exits is not. Learn the disciplined strategies for entering and exiting positions to lock in gains and protect your capital.

Your Roadmap to Investing Confidence

This isn’t a passive lecture series. It’s a hands-on, interactive experience built for results. I am not feeding you fish, I am teaching you how to fish! There will be homework.

Each Module consists of one live teaching call, followed the week after by the coaching call. The day after is Study Hall for all students to put lessons into practice. All calls with be conducted via Zoom.

• Weekly Lessons (1 Hour): Each week, you’ll receive a clear, actionable lesson that breaks down complex investing concepts into easy-to-understand steps.
• Weekly Coaching Calls (1.5 Hours): Get your questions answered live! We’ll dive deeper into the week’s topic, troubleshoot challenges, and ensure you’re on the right track.
• Weekly Study Hall (2 Hours): This is where the magic happens. Join your fellow students in a dedicated time to work on homework, analyze companies, and collaborate. Build a network of like-minded investors and help each other get better.

Class begins Tuesday, October 7th at 12pm CT and repeats every Tuesday at 12pm CT until class concludes.

Study Hall begins Wednesday, October 8th at 12pm CT and repeats every Wednesday at 12pm CT until class concludes.