Most investors don’t need more information.
They need more practice applying what they already know to build confidence in their decision-making.
That’s a big part of what I’ve learned from working one-on-one with investors over the past several months, with clients ranging from newer investors still building a process to more experienced investors looking to sharpen their judgment and gain confidence in applying what they already know.
The questions that come up in coaching are rarely abstract. They’re things like:
How should I actually work through a new company?
What belongs in the model and what doesn’t?
How do I know whether an accounting adjustment is improving the analysis or just making it more complicated?
What should I pay attention to on an earnings call?
How do I use AI without outsourcing my thinking?
In one recent session, we walked through my process for taking a company from a quick first look to a deeper read of the 10K to a working research file and, importantly, where I try to find reasons to stop researching rather than convince myself I’ve found a good idea.
With another investor, the work was much more hands-on: spreading several years of financial statements into Excel, comparing the economics of similar businesses, and then using those same ideas to think about his own company.
Example:
A client started by manually spreading several years of a company’s financial statements into Excel. That gave us a base of high-quality financial data to compare margins, capital intensity, and returns across similar businesses. From there, we used the same framework to think about the economics of his own company. The point wasn’t just to get the spreadsheet “right,” but to build confidence in knowing what the numbers were actually saying.
Depending on where you are and what we’re working on, I may also assign readings, filings, or specific companies to study between sessions so we can use our time together to go deeper.
That’s really what I want the coaching to be: not another course or set of lectures, but a chance to work through real businesses together and develop the confidence, judgment, and repeatable process to do the work yourself.
Clients also get access to the kinds of templates and workbooks I use in my own research. Not as finished answers to copy, but as examples of how I organize the work, think through the numbers, and build a repeatable process over time.
Meeting You Where You Are
There’s also no expectation that you arrive with a certain level of sophistication. I’ve worked with investors at very different stages, and the goal is to meet you where you are, without judgment, then push you from there. What matters most is that you’re willing to do the work and improve your process.
If you’d like to see whether the coaching might be a fit, you can either schedule a conversation or learn more about the full program below.