Resources

The Compoundex Resources

The key investment and finance fundamentals every investor needs to internalise, DCF valuation walkthroughs on real companies, the entire library on audio, a compounding calculator, a portfolio journal that reveals the reasoning behind every single decision, and much more. During our founding member reservation period, we have already received great comments on the valuation walkthrough we provided for Advanced Micro Devices, motivating many students to run the investor process themselves.

In Compoundex we focus heavily on the valuation walkthroughs of real companies

Inside the Equity Research section you will find a full, detailed DCF walkthrough for every company you open, companies that genuinely live inside the Compoundex portfolio. Every valuation is updated every month and every quarter. The monthly update covers market capitalisation, market price and the smaller moving details. For the quarterly updates we provide a full immersion, by rebuilding the projections on the new quarter’s results and revising the perspective of the company entirely, not just the minor figures. The work has started to prove decent results. Some of the founding members who have already reserved have been genuinely thankful for the free DCF file we shared on the reservation page, for how much a single walkthrough already teaches. The walkthroughs teach even more once the valuations are not only analysed on their own but connected, so you learn to value a business properly depending on its model and its industry, one of the key skills any serious investor has to master.

Financial model skeleton

Understand the Skeleton of Financial Models

The skeleton walkthrough of the three financial statements and the DCF. This is important to understand and automate the mechanism of financial models before applying them to real companies.

View more details
Three-statement template

Three Financial Statement Template

A blank three financial statement model template, to truly own the knowledge learned by building the model yourself. The same mechanism applies to the DCF.

View more details
DCF template

DCF template

A blank DCF template to apply the knowledge learned, before applying the mechanism to real companies inside the Equity Research section.

View more details
Company DCF valuation walkthrough

Valuation Walkthrough for Real Companies

The context behind every step and pattern in a real company’s DCF. It shows you where to buy and when to trim, by reaching a reasonable intrinsic value and a realistic margin of safety.

View more details

Explore All the Investment and Finance Resources

25+ Fundamentals and Company Investment Analyses Consolidated Into One Single Pack

Explore All ResourcesExplore All Resources
How can we help?
×

Select a question and you'll get a short, direct answer.