Phase 1: The Mindset of a Super Investor

 Module 1 - Intro to Super Investors​

 Module 2 - Investor-Owner Mindset

Phase 2: The Foundation of Wealth Building

 Module 1 - The Magic of Compounding

Module 2 - Stock Market Investing

Phase 3: The Core Principles of Value Investing

Module 1 - Value Investing Essentials

Module 2 - Understanding Intrinsic Value

Phase 4: Mastering Financial Statements

Module 1 - Introduction to Financial Statements​

Module 2 - Balance Sheet Breakdown​

Module 3 - Income Statement Analysis​

Module 4 - Cash Flow Statement Insights

Phase 5: Evaluating Companies

Module 1 - Assessing Company Management

Module 2 - Identifying Economic Moats

Phase 6: Real-World Case Studies

Module 1 - Apple Inc. Case Study

Module 2 - Meta Platforms, Inc. Case Study

Module 3 - Chipotle Mexican Grill, Inc. Case Study

We apply a quantitative, research-driven approach to identifying and copying the investments of the world’s best value investors. By analyzing over a decade of financial data, investor portfolios, and investor performance, our model portfolios have delivered 13.50%+ annual returns—with a simple to implement strategy.

​Our research removes guesswork, using a data-driven approach to identify the best investors, their top stocks to copy, and the smartest way to build a winning portfolio.

Our portfolio performance metrics reflect a decade of rigorous quantitative copycat investing, consistently outperforming the market while managing risk.

​We apply quantitative analysis, financial modeling, and historical performance data to give everyday investors an edge. Our research identifies winning copycat strategies, helping subscribers invest with confidence instead of guesswork.