Over the past year, I’ve had the opportunity to work one-on-one with a number of investors with very different backgrounds and levels of experience.
At some point, you have to work through real companies, build the models, make judgments with imperfect information, and have someone challenge your thinking.
That’s what I’ve tried to build with my private investment coaching.
The program is completely customized around the individual investor. We work on companies you actually want to understand and focus on the areas where you can make the most progress, whether that’s reading financial statements, researching businesses, building models, valuation, developing a watchlist, or making better portfolio decisions.
There’s no canned curriculum. The goal is to help you develop a practical, repeatable investment process and ultimately become a more capable and independent investor.
I’ve particularly enjoyed seeing how differently the program can develop depending on the person. I’ve worked with newer investors building their foundation, experienced investors looking to sharpen their process, and business owners interested in becoming better investors while also learning more about businesses in their own industries.
I’m opening a few spots for investors interested in working together.
I’ve put together a new page explaining the program in more detail, including how the coaching works and comments from several investors I’ve worked with.
Learn more about Private Investment Coaching
If it seems like it might be a fit, you can also schedule a free introductory conversation from that page.
Adam
Private Investment Coaching is offered by Watchlist Investing, LLC and is educational in nature. Nothing discussed as part of the program should be considered investment advice or an offer to buy or sell securities.

