The session's syllabus is as follows:
Minutes 0 to 5: We start by getting to know you and reviewing the answers to the questions you have answered during the enrollment process.
Minutes 5 to 25: We will discuss what makes a company a solid long-term investment. We separate the company from its stock trading on the stock exchanges and drill down into the characteristics of a long-term winner.
Minutes 25 to 35: We focus on financial statements, discussing which information matters, where to find them, and how to use them to evaluate the financial and operational strength of a company.
Template: We use a 6-part investment research framework to simply this step. This is a proprietary visualization I have developed that powers Stock Card's algorithm and you can learn to use it and do your own research easily.
Minutes 35 to 45: We turn our focus to valuations and learn about common valuations metrics. We explore how to use such metrics to assess whether a company is overvalued or undervalued. We also discuss the shortcomings of the common valuation methodologies to understand when and how to use them in our decisions.
Minutes 45 to 55: We discuss anything unclear to you and you wish to clarify or elaborate. And we wrap up the session.
After the Session
You will receive your one-pager stock investment research framework within 24 hours after your session. This one-pager is the summary of our one-on-one coaching session and discussions.
If you have any follow-up questions, you can ask me via email, and I will answer them as soon as possible, in most cases, in less than 24 hours.
How do I enroll? You can enroll by visiting the program calendar and booking the available day and time that works for you. Follow the steps to complete your payment and enroll.
What happens after I enroll? Once you complete your enrollment, you'll receive a confirmation email and text message (if you choose to), which includes the instructions to join the session on the selected day and time.
How do I join my session? Each session has a unique link included in your confirmation email. You must click on that link to join your session. On the day of your session, you will receive a reminder one hour before the start of the session. All the sessions happen on the Zoom platform. We have the first 5 minutes of the session to ensure you can log in and access your camera and microphone.
What if I need to change my session's date and time? You can change or cancel your session up to 24 hours before the start of your session. The link to change and cancellation is available in your confirmation email.
What if I'm late for my session? As the CEO of Stock Card, I have a limited time available for these one-on-one coaching sessions, and I book them back-to-back. There is a 5-minute grace period between each session. We must start on time, and the program requires the entire 55 minutes. If you arrive late, I cannot start the session, and you will receive prorated credit for Stock Card VIP access.
Is there a refund? The program fee is non-refundable 24 hours before the start of the session. Please do so if you need to change or cancel before the 24-hour deadline. However, you will receive a Stock Card VIP credit prorated to the program fee.
When do I receive my 6-month Stock Card VIP access? In the follow-up email, you will receive your VIP access code after your one-on-one session. You can apply this unique access code once you upgrade to Stock Card VIP.
What if I'm already a Stock Card VIP user? Thank you for being a VIP user. We will extend your current Stock Card VIP access by three months after you complete your one-on-one coaching program.
Can I record my session? You can request to record the session, and you will receive the recording within 24 hours after the session.
I have more questions. How can you help me? Please use the live chat box on StockCard.io, or email firstname.lastname@example.org. Randy, Stock Card's admin, will be able to answer your questions.