This Toolkit was created by former JP Morgan Investment Bankers, and McKinsey & Deloitte Consultants, after more than 3,000 hours of work studying Warren Buffet. It includes all the Frameworks, Best Practices, Templates and Excel Tools required to define and implement Warren Buffet's value investing strategy step by step. Outperform the market by simply investing in good or great companies, fairly or undervalued, and perfectly understood.
The Toolkit includes: 210 PowerPoint slides + 22 Excel sheets + 19 minutes of video training.
This Toolkit includes frameworks, tools, templates, tutorials, real-life examples, best practices, and video training to help you:
• Define and implement Warren Buffet Value Investing Strategy: (1) Strategic objective, (2) Portfolio strategy, (3) Attitude & mindset, (4) Decision-making process, (5) Investment Frequency, (6) Cash on Hand, (7) Horizon, (8) Financial Tools in Excel
• Identify Opportunities with our Stock Watchlist and Screener in Excel including real-time data
• Implement Warren Buffet's Stock Investment Decision-making Process: (1) Understanding of the company, (2) Company quality assessment, (3) Company value assessment, (4) Decision
• Assess your Understanding of the Company you are considering investing in: (1) Business model, (2) Annual & quarterly reports, (3) Income statement, (4) Cash flow statement, (5) Balance sheet, (6) Sales & costs breakdown, (7) Financial ratios, (8) Industry
• Assess the quality of the Company: (1) Future earnings, (2) Free cash flow, (3) Profit margin, (4) MOAT, (5) Management team, (6) Manageable leverage
• Assess if the Company is Fairly or Undervalued: (1) Financial modeling best practices, (2) Three financial statement model, (3) Sophisticated discounted cash flow (DCF) valuation model, (4) Simple discounted cash flow (DCF) valuation model, (5) Simple discounted earnings valuation model
• Create an Overall Assessment to Decide if you Should Invest
• Manage your Stock Portfolio Effectively: (1) Excel trade record, (2) Excel stock portfolio, (3) Excel net worth calculation, (4) Excel dashboard
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Source: Best Practices in Financial Management PowerPoint Slides: Warren Buffet Value Investing Strategy Toolkit PowerPoint (PPTX) Presentation Slide Deck, Domont Consulting
Financial Management Financial Analysis Portfolio Management Management Accounting Due Diligence Hedge Fund Portfolio Strategy Business Basics ROI
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