The Story
This comprehensive Toolkit was created by former JP Morgan Investment Bankers, Equity Value Investors & Deloitte Consultants, after more than 4,000 hours of research into Warren Buffett’s methods. It includes frameworks, best practices, templates and Excel models to help you take control of your finances and build long-term wealth. By applying Buffett’s value investing principles—focusing on great companies at fair prices—you’ll learn how to invest with discipline, outperform the market, and make smarter financial decisions.
- Take Control of your Finances: (1) Net worth calculator and dashboard, (2) Income, costs and savings calculator and dashboard, (3) Investment options and recommendations for building wealth
- Understand Warren Buffett’s Value Investing Strategy, which comes from 6 books: (1) The Intelligent Investor, (2) Security Analysis, (3) Common Stocks and Uncommon Profits, (4) The Essays of Warren Buffett, (5) The Warren Buffett Way, (6) One Up On Wall Street
- Define and Implement Warren Buffett 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 models in Excel
- Identify Opportunities with our Stock Watchlist and Screener in Excel including real-time data
- Implement Warren Buffett’s Stock Investment Decision-making Process: (1) Is this investment a good fit for me?, (2) Is it a good company?, (3) Is it a good price?, (4) Should I invest?
- Manage your Stock Portfolio Effectively: (1) Trade records in Excel, (2) Stock portfolio performance in Excel, (3) Stock portfolio dashboard
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Details & Craftsmanship
Every detail has been carefully considered to bring you the perfect product.
Description
This comprehensive Toolkit was created by former JP Morgan Investment Bankers, Equity Value Investors & Deloitte Consultants, after more than 4,000 hours of research into Warren Buffett’s methods. It includes frameworks, best practices, templates and Excel models to help you take control of your finances and build long-term wealth. By applying Buffett’s value investing principles—focusing on great companies at fair prices—you’ll learn how to invest with discipline, outperform the market, and make smarter financial decisions.
- Take Control of your Finances: (1) Net worth calculator and dashboard, (2) Income, costs and savings calculator and dashboard, (3) Investment options and recommendations for building wealth
- Understand Warren Buffett’s Value Investing Strategy, which comes from 6 books: (1) The Intelligent Investor, (2) Security Analysis, (3) Common Stocks and Uncommon Profits, (4) The Essays of Warren Buffett, (5) The Warren Buffett Way, (6) One Up On Wall Street
- Define and Implement Warren Buffett 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 models in Excel
- Identify Opportunities with our Stock Watchlist and Screener in Excel including real-time data
- Implement Warren Buffett’s Stock Investment Decision-making Process: (1) Is this investment a good fit for me?, (2) Is it a good company?, (3) Is it a good price?, (4) Should I invest?
- Manage your Stock Portfolio Effectively: (1) Trade records in Excel, (2) Stock portfolio performance in Excel, (3) Stock portfolio dashboard
