Free Training Friday 2: Full Preliminary Analysis

Out of everything I do, I love helping people learn and improve their skills and knowledge the most.

Selfishly, I’ve always loved helping people more than helping myself because it makes me feel good.

But talking to students and clients, and being with them when they finally “get it”, and when concepts, terminology, and techniques begin clicking into place, is absolutely amazing to be a part of.

In this brand new series, we’re bringing those two things together and much more.

In this series, I’m going to release a new training video / session every Friday on the blog to help you improve your value investing skills and knowledge so you can reach your goals faster.

Once we get going here, we’re also going to do live training and Q&A sessions in this series.

Before we get to that, let’s start this series off right.

In the training session I did with a past client, we talk for 37 minutes about a company he wanted to evaluate that I’d never seen before that day.

Why did we spend this much time talking about the company on a preliminary basis?

Because doing a thorough preliminary analysis of any company will save you a ton of time by helping you discard crap companies fast while helping you find potentially great investments faster.

In the video, we go over the following things using my personal value investment Preliminary Analysis Checklist:

• Why doing a thorough preliminary analysis can save you a ton of time
• Why this thorough process is designed to tell you an enormous amount of information in as little as 7 to 20 minutes per company
• Why everything is on my Preliminary Analysis Checklist
• What the things on my checklist tell you about the company and its prospects as a potential investment
• Why we evaluated this company
• What we found out about this company that I’d never seen before
• What each metric means and why it’s important
• And much more…

I’m a huge believer in being as efficient as possible to help speed up not only the learning process for you, but also, personally, so I can spend less time on crap companies, so I can find great companies faster.

You can do this too by learning the ins and outs of this through preliminary analysis process that still will only take you between 7 and 20 minutes to do.

I’m all about leveraging time, and gaining a huge legal advantage over others – if you have a thorough preliminary analysis process that works, it can save you an enormous amount of time and help you find potentially great investments faster.

Last week’s Free Training Friday on cash conversion cycle was a part of this session, but if you missed that and want to focus only on that section, you can do so here.

Now let’s get to this free 37-minute training session, so you can improve your skills faster.

Until we get the live training / Q&A sessions up and running, let me know if you have any questions or comments or specific scenarios you want to know about when it comes to a thorough preliminary analysis, so I can make another video on them or even make you a video personally. We can even do a FREE live training session just with you.

P.S. If you don’t want to miss any of these, or our other posts, make sure to sign up to our mailing list here for free.

By signing up for free, you’ll also instantly get five free gifts – including the Preliminary Analysis Checklist and Research Procedure Document I’ll use every time I evaluate a company in this series.

P.P.S. If you want to see our other case study videos click here to go to our Value Investing Case Study playlist on YouTube.