Andrew Stotz – Invest Like A Pro

The Blueprint for Creating High-Performing Portfolios

What You’ll Learn In Invest Like A Pro

The Theory of Investment Value

• The Theory of Investment Value

The Intelligent Investor

• Understand investors and speculators
• Understand the principles of value investing
• Have a margin of safety

A Random Walk Down Wall Street

• Understand what it takes to invest
• Apply behavioral finance principles
• Follow best practices

One Up On Wall Street

• Prepare to invest
• Pick a winner
• Adopt a long-term view

The Little Book That Beats the Market

• Apply the magic formula
• Find the right companies
• Be patient

Richer, Wiser, Happier

• Mohnish Pabrai and John Templeton
• Marks Graham Eveillard Buffet Kahn McLennan Greenblatt
• Danof Sleep Zakaria Vinik Lountzis Geritz Munger
• Thorp Karp Miller Van Den Berg
• Extract the key takeaways

The Education of a Value Investor

• Invest in yourself
• Adopt a structured approach to investing
• Keep an investor’s checklist

100 Baggers

• Look for the right businesses
• Identify growth opportunities
• Focus on the long-term

9 Valuation Mistakes & How to Avoid Them

• Get the pdf version of the book
• Mistake #1: OVERLY OPTIMISTIC REVENUE FORECASTS
• Mistake #2: UNDERESTIMATING EXPENSES CAUSING UNREALISTIC PROFIT
• Mistake #3: GROWING FIXED ASSETS SLOWER THAN REVENUE
• Mistake #4: CONFUSING GROWTH CAPEX WITH MAINTENANCE CAPEX
• Mistake #5: FORECASTING DRASTIC CHANGES IN THE CASH CONVERSION CYCLE
• Mistake #6: UNDERESTIMATING WORKING CAPITAL INVESTMENT
• Mistake #7: VALUING A STOCK USING THE CALCULATED BETA
• Mistake #8: CHOOSING AN UNREASONABLE COST OF EQUITY
• Mistake #9: NOT PROPERLY FADING RETURN ON INVESTED CAPITAL
• Test what you have learned

Want to become a Valuation Master?

• Valuation Master Class Boot Camp Origin Story

FVMR Investing: Quantamental Investing Across the World

• Data availability and manipulation
• An investment framework forces discipline
• Quantamental – The quantitative aspect
• Quantamental – The fundamental aspect
• Concentrated portfolio
• Preserve capital

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