Sharpen Your Edge: Workshops on Analyzing Investment Opportunities

Selected theme: Workshops on Analyzing Investment Opportunities. Step into practical, story-rich sessions where frameworks meet real numbers, and leave with clarity, confidence, and a repeatable process. Subscribe and bring your questions; the next great decision starts with one focused workshop.

What You Will Learn in Our Workshops

We make valuation intelligible by tying assumptions to drivers you can defend. You will map unit economics, model cash flows, pressure test terminal value, and sanity check outcomes against reality. Clarity beats complexity, and our exercises prove it. Subscribe for templates.

What You Will Learn in Our Workshops

Beyond price swings, we unpack liquidity, concentration, counterparty, regulatory, and execution risk. You will build scenarios, identify kill switches, and translate qualitative red flags into quantitative thresholds. Share your biggest blind spot, and we will address it in the next session.

Real Stories from the Room

Maya noticed churn looked harmless until she split cohorts and found shrinking revenue from the most expensive segment. The company deserved a lower multiple and a longer runway to prove retention. Her revised model saved her team from an expensive mistake.

Real Stories from the Room

Omar loved the glossy cap rate until we normalized net operating income and removed a one-time rent holiday. Stress tests revealed thin coverage and refinancing risk. He negotiated harder, walked when terms stayed stubborn, and later secured a safer property with patient capital.

Real Stories from the Room

Lina liked the green label, but workshop covenant work exposed weak protections and rosy project assumptions. She mapped downside cases, uncovered sponsor incentives, and demanded tighter terms. The issuer balked; she passed. Months later, delays validated her disciplined skepticism and saved real money.

DCF, But Alive

Our dynamic discounted cash flow model links growth, margins, and reinvestment so every number has a narrative. We run sensitivities, flip assumptions quickly, and expose which drivers actually move value. Download the workbook after subscribing, and try the scenario drills at home.

Comparables Without Copy-Paste Complacency

Peer sets matter more than formulas. We teach how to define economic comparability, adjust for different business models, and spot outliers that distort multiples. The result is a fair, humble range rather than false precision. Share your sector, and we will workshop a tailored peer list.

Checklists That Prevent Regret

A good checklist catches what adrenaline misses. From customer concentration and off-balance-sheet obligations to covenant traps and unit churn, our pre-commit checklist forces slow thinking. Print it, annotate it, and add your own guardrails. Tell us what you would add after the next session.

From Curiosity to Conviction

We help you articulate where you actually win: speed, sourcing, domain insight, or pattern recognition. Then we align your opportunity filter with that edge. When every yes reflects your advantage, your portfolio tells a coherent story. Post your edge and we will stress test it.

From Curiosity to Conviction

Before acting, we imagine the investment failed and list the most plausible causes. This pre-mortem yields monitoring cues, kill criteria, and contingency plans. It also clarifies what evidence would change your mind. Share a draft, and we will offer structured feedback in the workshop.

Common Biases We Unlearn Together

Confirmation Bias in Pitch Decks

We train you to flip the deck and hunt for disconfirming evidence first. Claims must match data, proxies must be credible, and anecdotes must not pass as outcomes. This habit feels slow at first, then becomes your fastest path to real confidence.

Join the Conversation

Share a sanitized memo or a short brief. We form breakout groups, identify value drivers, and define critical evidence to collect next. Confidentiality matters, rigor matters more. Submit your topic when you register, and we will tailor an agenda around it.

Join the Conversation

Our newsletter delivers annotated models, decision diaries, and practice cases straight to your inbox. Each file includes prompts to rehearse your process before the next workshop. Hit subscribe, reply with your sector focus, and receive a customized reading plan to start strong.