Eight lessons: about 63 minutes of reading plus 17 minutes of video. This course assumes the Intermediate course — now you go from owning a portfolio to picking individual companies on purpose, with a written thesis and a risk budget. It leans hard on our own tools: Quorum for screening undervalued companies, and the Notebook for holding yourself to what you said before you bought.
Price vs value, the three valuation lenses — multiples, yield, discounted cash flow — and why the margin of safety is your seatbelt.
Why cheap stocks are often cheap for a reason, temporary vs terminal problems, and the four safety gates Quorum runs before anything makes the list.
Rates as gravity, inflation as the trigger, the four releases that matter — and positioning for uncertainty instead of forecasting it.
Where money goes at each stage of the cycle, why the labels only appear in hindsight, and why chasing the rotation usually fails.
What the 0–100 score is made of, what the AI analyst adds, and how to turn 155 stocks into a shortlist worth your research hours.
Drift, the sell-high-buy-low discipline that runs on rules instead of nerve, and turning losers into a tax asset without tripping the 30-day rules.
Realised vs unrealised, holding-period lines, deferral as an interest-free loan — what you keep after tax is the only return that counts.
The five lines every thesis needs, why the kill criteria matter most, and the Notebook as the discipline that holds you to your own reasoning.
That completes the core path — from “what is a stock” to a written thesis with a risk budget. From here the work is repetitions: screen with Quorum, research in Stock Research, size it in the Tracker, and hold yourself to the Notebook. To go deeper on one subject, the specialist courses cover valuation, risk, dividends, ETFs, bonds and Canadian personal finance in full, each with a final exam and certificate. This course has one too: 24 questions across all eight lessons, with 70% to pass.
Take the final exam → Run your first real screen →These are articles rather than lessons — no quiz, no practice mission — but they deepen the same ground.
The honest case for and against choosing your own companies.
Where money moves as the cycle turns.
The errors that cost the most, and how to avoid them.
What you keep after tax is the only return that counts.
Spreading risk without diluting yourself into an index.
When the index itself becomes a concentrated bet.