Investment Thesis Development
Full Investment Thesis Review and Disconfirmation Checklist
Pressure-test an existing thesis by actively searching for evidence that it is wrong.
EP-047Professional~30 min5 sections
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Investment Thesis Development
Before You Buy: Pre-Purchase Checklist
A disciplined final check before buying a stock — thesis, valuation, risks, position size and exit plan.
EP-058Beginner~10 min5 sections
Financial Statement Analysis
Earnings Quality and Accounting Red Flags
Forensic checklist for accruals, revenue recognition, adjustments, and other signals of low-quality earnings.
EP-013Professional~30 min5 sections
Value Investing
Dividend Safety and Dividend Growth Analysis
Is the dividend safe, can it grow, and is the yield a bargain or a trap?
EP-054Intermediate~15 min5 sections
Trend Following
Trend-Following Setup and Risk Management
Define a rules-based trend setup with entry, invalidation, sizing, and exits.
EP-044Intermediate~15 min5 sections
Swing Trading
Swing Trade Plan with Defined Risk
Plan a multi-day swing trade around a catalyst or pattern with predefined exits.
EP-048Intermediate~10 min5 sections
Quantitative Investing
Factor Backtest Design and Overfitting Check
Design a credible backtest of a quantitative rule and guard against data-mining.
EP-051Professional~30 min5 sections