Master the Investment Process

How to begin your investment journey with one step

So you want to learn how to invest? I’m talking about really investing. Not some passive income idea. We’re talking about active investing. Ideas that compound overtime. 10-20x over a very, very long period of time. Sounds too good to be true? Well for most, it is. Why? Because it is hard work. But you know the truth. Capital compounds overtime.

It’s how small companies become big companies over time.

This is not a get-rich-quick scheme. You will not find a secret tool or method in this course. No trading or technical analysis. This content is packaged so you can become better. Invest better. And make money over a long period of time.

You will find that most alternative courses will tell you what to invest in. But few will tell you about the process. The method behind the madness. This is an opportunity to compound your knowledge. The best way to get better at investing.

My hope is every time you come back you learn something new.

The problems with financial literacy today

You may read a lot about the lack of financial literacy in America today. Probably the world. But with New York as the financial center of the world, we lack this clear dominance across the country. But today that changes.

You see, the problem is not finance. Not access to information. It’s the application of knowledge.

Universities and schools are living in historic times with education. Limited access. Poor delivery models that are out-of-date and very, very expensive. Both in time and money. That’s why most of my finance information is available for free on my website. This course delivers the content in a packaged format. Making it easier to digest. Also easier to refer back to.

At first, I was hesitant. Why teach a course? Why not write free content? A book or something else? But I remember when I went to university. And taught at university. The ROI made no sense for most students. So my objective is to maximize your return on investment.

The pain points in finance

  • No fancy models
  • No finance degrees
  • No more financial advice

Look, the primary problem for financial illiteracy is lack of time to invest. It’s not that people don’t want to invest. They simply don’t have the time to dedicate to earn a higher return. Yes, that’s the secret.

So I'm sure you’ve heard a lot about net present value and future cash flows. They are all great but let’s be real. Most people don’t want to do public math. Nothing more complicated than addition or subtraction please. I need to know whether this will make money or lose money. That’s it.

So what’s a good solution? I don’t have time to sit home and run through every finance metrics. Nor do I have time to figure out the details of the company’s finances. Vijar, there’s only so much time in the day! What am I supposed to do??

First, don’t panic. Two, get out a pen and paper. Write down these notes:

  1. I will not
  2. I can
  3. I must

How do I manage the return on investment?

Look, it’s not easy to earn a return. It’s even harder to outperform the market. But the best way to do it is to put in the work. Then build upon those ideas.

Now it’s likely you’ve seen charts:

  • Cost vs return on investment analysis
    • An investment in education has the best payback. People pay thousands for university courses yet retain no information after graduation.
    • So what you get out, is what you put in. Don’t stop here. Don’t stop at the first chapter. This is not your be all answer. This is your first step. This is a resource. It is a tool.
    • This is an opportunity to do the work. An opportunity to learn at your own pace.
  • Learning and development expense (ask your employer)
    • Education is an investment. For you and your employer.

Pricing is the best way to indicate value. If you don’t feel like this is worth your money, then there is a 30-day refund process. Pricing also forces me to over deliver so you will walk away with 10x in value. Hopefully making this one of the best investments you can make.

Let’s get down to business…and investing

So far we’ve covered some of the basics. But now let’s discuss why this course is different.

For starters, I was surprised by the lack of investment courses available online. I started working on Wall Street at 17. Investing and finance came very naturally to me. I spent thousands of hours reading, writing and investing. Lots of investing in the early years. It was all about learning by doing. The same way this course is designed.

There is no shortcut to investing. Or learning. You need to put in the work.

So with years of investing experience, many people approached me about investing. In most cases, I found myself educating others on how the markets worked. Why capital markets are necessary and what to expect over the long term. Most were clueless, others didn't care at all.

But I have been producing investment content for years. Videos, newsletters and even university courses. So it made sense to package some of my fundamental learnings. On the flip, you will find most of my investment ideas for free on my website.

I found an idea → how to write a thesis

The idea process is most difficult and most important when it comes to investing. Most investor letters I’ve seen are simple and straightforward. It looks like the investor took ten minutes to draft an idea.


That’s not true. Nor fair to investors who have put in hundreds, maybe thousands, of hours into an idea. What you don’t see on paper, is the time and effort required to simplify ideas. Will you be able to do this in ten days? Yes but you wont be an expert. However this will get you started in the right direction.

The stock is mispriced → defining valuation targets

Pricing is essential for making a great investment. But if you don’t know how to value ideas, do you really think you will know what a great price is?

Valuations are the market indicator of the business. Past performance. Buffett calls it Mr. Market. I call it the market. Look, the reality is in the public markets, investors are buying and selling all day long. You don’t know what anyone’s portfolio looks like.

Selling at a loss → manage risk

Asset values will change over time. You can’t control volatility. But you can control your emotions.

This is your guide to make better investment decisions over time. You will not get rich overnight. Or over one year. Your goal is to improve and compound investment returns over a longer period of time. Which is tough for even the best investors. But this course will help put your portfolio on the right track.

Beyond that, the details are up to you.