Tools

Here you can download tools like checklists and worksheets I employ in my investing process.

“You do not rise to the level of your goals. You fall to the level of your systems.”

-James Clear

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Doing a 168

Download the template below to find out how you spend your time. Are you optimizing your time for your investments?

Find out more in our detailed article.

Reverse-DCF Sensitivity Analysis Tool

Pick a company. Fill in the current enterprise value. Choose discount rate, first-year FCF, and growth rates. It will produce the following for 9 different scenarios (100%=fair value)

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Yearly Return Heat Map

Create a heat map based on different scenarios for earnings growth and multiple expansion/contraction.

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How to verify 100-bagger potential?

Or read the full article

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How to measure a MOAT?

Or read the full article

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How to check Capital Allocation Strategy?

Or read the full article

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