Private Investment Coaching
Now taking applications for a limited number of spots.
Last year, I worked with a small number of motivated investors to improve their ability to research businesses, build models, and make better investment decisions.
We worked on businesses they actually wanted to understand, helping them develop a practical, repeatable value investing process.
Who Is This For:
Serious individual investors
Aspiring investment analysts
Early-career professionals with a basic understanding of accounting and financial statements
What You’ll Get:
A 10-week program
Weekly one-on-one meetings and support between meetings
Hands-on help with idea generation, company research, modeling, watchlist construction, and portfolio decision-making
Weekly assignments designed to strengthen your research process and judgment
A behind-the-scenes look at how I research, evaluate, and track businesses
Why It’s Different:
Built around your own watchlist and interests, not a canned curriculum
Individualized support through one-on-one coaching (no groups)
Direct feedback on your thinking, models, and process
The goal is simple: to help you become a more capable, independent investor.
What others have to say…
“Adam is thoughtful, practical, and consistently focused on exceeding expectations. His depth of knowledge and experience translates into exceptional coaching with clear, real-world insights. I would strongly recommend working with him.”
“I enjoyed my time working with Adam. I feel better equipped to analyze stocks after working with him. Highly recommended.”
"Adam's coaching class is a great value for the price proposition. Adam tailored the program to my level of knowledge and worked very hard to ensure I learned and was comfortable with all the concepts needed to improve my knowledge in intelligent value investing. Whether you are just starting out or have been investing for a while this course will be very valuable to you and pay off tremendously in the long term if you use the concepts he teaches."
I will review all applications and follow up with an email on the next steps.