Expert Live Coaching

Receive personalized guidance from seasoned professionals to enhance your investment knowledge and skills.

Custom Content

Access tailored resources and materials designed to streamline your decision-making process and boost your confidence in stock selection.

Optional Peer Discussion

Discord is an optional, participant-only space to talk with fellow learners. Instructors do not participate in or provide coaching through Discord.

Recommended Primer: All Investing Is Value Investing

We recommend reading All Investing Is Value Investing before the program begins to build a common foundation in valuation. Reading is recommended; no completion verification is required. Physical copies can be purchased separately through Amazon and are not automatically shipped with registration.

Meet Your Investment Guides

Hi there! We are the team behind your stock market success. With years of experience and a passion for empowering individuals like you, we are dedicated to helping you navigate the complexities of the stock market with ease. Join us on this exciting journey to financial growth and independence.

Course Curriculum

8 Chapters · 60 Lessons

    1. Module 1 Outline Free preview
    2. Welcome to Valu-U - The Investor Coaching Community Free preview
    3. Valu-U – Participant Expectations Free preview
    4. Chuck on Investor Perspective - Fundamentals of an Investing Process Free preview
    5. Nathan on Investor Perspective - Fundamentals First - Customize Process to Match Goals and Skills Free preview
    6. (Included in full purchase)

      Valu-U – Core Principles

    7. (Included in full purchase)

      Self-reflection exercise - Nathan Example

    8. (Included in full purchase)

      Self-reflection exercise

    9. (Included in full purchase)

      Goals Exercise

    10. (Included in full purchase)

      Module 2 Coming Soon!

    1. (Included in full purchase)

      Module 2 Outline

    2. (Included in full purchase)

      Feedback for Valu-U

    3. (Included in full purchase)

      Intro Video – “From Reflection to Construction”

    4. (Included in full purchase)

      Chuck on portfolio creation and management

    5. (Included in full purchase)

      Self-Assessment Task – “How Well Does My Portfolio Fit Me?”

    6. (Included in full purchase)

      Module 3 Suggestions

    7. (Included in full purchase)

      Module 3 Coming Soon!

    1. (Included in full purchase)

      Module 3 Outline

    2. (Included in full purchase)

      Portfolio Rework: Round 2

    3. (Included in full purchase)

      Nathan on Risk Management through Due Diligence

    4. (Included in full purchase)

      Chuck on Due Dilligence

    5. (Included in full purchase)

      Due Dilligence Checklist

    6. (Included in full purchase)

      Check-in

    7. (Included in full purchase)

      Post to the discussion board

    8. (Included in full purchase)

      Financial Statements

    9. (Included in full purchase)

      Module 4 Coming Soon

    1. (Included in full purchase)

      Module 4 Outline

    2. (Included in full purchase)

      Nathan on Valuation

    3. (Included in full purchase)

      Chuck on Valuation Principles

    4. (Included in full purchase)

      Questions for live session

    5. (Included in full purchase)

      Post to the discussion board

    6. (Included in full purchase)

      Module 4 Summary

    7. (Included in full purchase)

      Principles of Value Slides

    8. (Included in full purchase)

      Module 5 Coming Soon!

    1. (Included in full purchase)

      Module 5 Outline

    2. (Included in full purchase)

      Nathan on Screening Strategy

    3. (Included in full purchase)

      Chuck on Practical Screening Examples

    4. (Included in full purchase)

      Colton Demo on Screening in FastGraphs

    5. (Included in full purchase)

      Screening Challenge

    6. (Included in full purchase)

      Personal Reflection

    7. (Included in full purchase)

      Module 6 Coming Soon

    1. (Included in full purchase)

      Module 6 Outline

    2. (Included in full purchase)

      Post to the discussion board

    3. (Included in full purchase)

      Nathan Video on Common Behavioral Traps and How to Avoid Them

    4. (Included in full purchase)

      Chuck on Real Examples and How To Manage

    5. (Included in full purchase)

      Behavioral Trap Reflection

    6. (Included in full purchase)

      Questions for live session

    7. (Included in full purchase)

      Module 7 Coming Soon

    1. (Included in full purchase)

      Module 7 Outline

    2. (Included in full purchase)

      Nathan on Risk Management and Your Portfolio

    3. (Included in full purchase)

      Chuck on Risk Management

    4. (Included in full purchase)

      Post to the discussion board

    5. (Included in full purchase)

      Post to the discussion board

    6. (Included in full purchase)

      Module 8 Coming Soon

    1. (Included in full purchase)

      Module 8 Outline

    2. (Included in full purchase)

      Nathan Video on How to Measure What Matters

    3. (Included in full purchase)

      Colton on Leveraging FastGraphs to Monitor Your Portfolio

    4. (Included in full purchase)

      Post to the discussion board

    5. (Included in full purchase)

      Thank You!

    6. (Included in full purchase)

      End of Program Survey

Ready to Transform Your Investment Strategy?

Join the Winter 2027 cohort for eight weekly Thursday sessions, January 21 through March 11, 2027. Enrollment is $2,750 and includes course content and live coaching. Discord is available as an optional participant-only peer discussion space.

$2,750.00

Enroll Now Preview Course