Module 6: Making the Investment Decision

taught by Aman Raina, MBA
  • 37 Videos
  • 2 Texts
  • 1 Audio
  • 2.0 hrs

Course Curriculum

Introductions and Administration Items
Introduction and Administration Items
Module slides downloads
WinPak Financial Statements Download
Module 6 - Podcast Download
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Investment Decisions
Slide 1
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Finding Stocks
Slide 2
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Finding Stocks: The Pillars
Slide 3
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Finding Stocks: Food
Slide 4
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Finding Stocks: Shelter
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Finding Stocks: Clothing
Slide 6
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Finding Stocks: Transportation
Slide 7
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Finding Stocks: Communication
Slide 8
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Finding Stocks: Health and Wellness
Slide 9
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Finding Stocks: What's Missing?
Slide 10
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Analyzing Companies: The 8 Questions
Slide 11
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Question 1
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Question 1 (continued)
Slide 13
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Question 2
Slide 14
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Question 3
Slide 15
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Question 4
Slide 16
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Question 5
Slide 17
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Question 5 (continued)
Slide 18
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Question 6
Slide 19
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Question 6 (continued)
Slide 20
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Question 7
Slide 21
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Question 8
Slide 22
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Selling Stocks
Slide 23
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Roadmap For Investment Decisions
Slide 24
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The List
Slide 25
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Stock Market Psychology and Behaviour
Slide 26
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Stock Market Psychology and Behaviour (continued)
Slide 27
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Investor Sentiment Indicators
Slide 28
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Investment Decisions in Market Downturns
Slide 29
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What Do We Know Now?
Slide 30
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Slide 31
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Final Thoughts
Final Thoughts
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TUTORIAL: The 8 Questions Worksheet Template
Worksheet Template Tutorial
The 8 Questions Worksheet Template Download
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TUTORIAL: Financial Analysis Template
Financial Analysis Template-Download
Tutorial-Part 1
Tutorial-Part 2
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Tutorial: Cost of Capital Calculator/Template
Cost of Capital Calculator Template
Cost of Capital Calculator Template Download
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Module Evaluation
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Module 8: Cognitive Biases
Module 7: Investment Products
Module 5: Measuring The Value of Stocks
Module 4: Measuring Risk In Stocks
Module 3: Understanding The External Investing Environment
Module 2: Reading and Interpreting Financial Statements
Module 1: Principles of Capitalism and Investing
Everyday Investing Bundle

Course description

The reality of investing is that trying to figure out whether to buy or sell a stock is a fairly iterative and repetitive process. The goal for this module is to give you some structure behind it.

This module takes all the learnings from Modules 1 to 6 and puts it into a framework that can better enable the protege to frame their investment decision in a manner that it can be applied over and over again. The protege is introduced to the 8 Questions that every investor should be asking about a prospective stock.

The module also presents a starting point for investors in identifying potential stocks for investing. One of the more common fears people have about investing in stocks is trying to figure out what stocks are worthy of consideration. There are thousands upon thousands of publicly traded companies. Which ones are worth investing in? The module walks you through a simple process of identifying companies using some simple first principles that each of us interact with on an everyday basis as a starting point for further evaluation.

Estimated Course Time: 2 hours 11 minutes

MATH-I-NESS FACTOR (1=No Math, 5=Spreadsheets Galore) : 6

The Module builds up on the learnings of the previous courses, which contain a heavy math component, which we will touch on and review briefly. For the most part, we will reviewing the data that was generated from our calculations in those modules.

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Aman Raina, MBA
Aman Raina, MBA
Investment Coach and Founder - Sage Investors

I help new and experienced investors who want to be financially secure but feel confused , intimidated and uninformed by the investing world. They either don’t know where to begin or feel that they are not making enough progress with their investments. I teach and engage with them in how to make educated investment decisions so that they can achieve financial freedom in their lives with confidence.

Over the years, I have met numerous investors who have shared their stories about how financial institutions have failed them in providing appropriate guidance for their investment portfolios. Many have gone on to lose significant portions of their savings, leading to financial and emotional hardships, while the institutions that should be helping them are enjoying massive profits. I believe there is a serious disconnect here and this is not healthy for our society.

My call to action

The people that I saw requiring the most assistance was hard working people like yourself, who after several stock market meltdowns have decided they want to take control of their financial destiny.

Sage Investors is Born

After investing for 20 years, I really believe deep down that investing is a lot easier than what the industry makes it out to be and any person can become really good at investing if they have the right education, motivation, and support. With that I created Sage Investors with a goal of creating an army of empowered and successful Sage Investors!

I've seen it first hand in the people I've worked with. When I started working with people, they knew nothing about investing, but with hard work and commitment to learning the mechanics and emotional aspects of investing, I see them now as confident investors who are building a meaningful nest egg for their future on their own.

I see them happy that their hard earned savings are growing meaningfully for them.

They have hope.

They have hope that that they have a good chance of having some financial flexibility to achieve their own personal and family goals.

I have gained so much admiration and greater satisfaction in helping these hard working people achieve some level of financial freedom in their lives. The best part is when I help someone on their investing journey, I am learning something new about investing that helps me. What a win-win!

I look forward to having an opportunity to work with you.

To your future investing success!

Aman has appeared on a variety of media outlets including financial print media as well as podcasts.

Sage Investors is based out of Toronto, Canada

Aman Raina, MBA

Investment Coach and Founder - Sage Investors

Twitter: @sageinvestors