The Valuation Playbook

Learn to value any company
Turn financial chaos into clarity with the only system that shows you what to value, when to value it, and how much it’s truly worth.

Secure your spot now → Lifetime Access for $9

I’ve turned my entire valuation framework — used to assess 300+ companies - into 7 step-by-step modules.

Each one installs a complete system in your toolkit.
From understanding intrinsic value to mastering the 6-Stage Playbook that pros use to value billion-dollar businesses.

This isn’t another theory-heavy finance course.
It’s a practical playbook designed for investors, founders, and operators who want to speak valuation fluently.

Here’s what you’ll get instant access to:

1 / Valuation - What It Is, Why It Matters

Before you can master valuation, you need to see it for what it truly is: the fair value of an asset, not just the market price.

In this module, you’ll learn:

• What a business is really worth (hint: it’s the discounted value of all its future cash flows).

• Why “whatever the market pays” is not the same as intrinsic value.

• The 3 components of a proper DCF and how they link together — profits, growth, and risk.

• The biggest beginner mistake: confusing hype with value.

You’ll walk away able to explain — simply and confidently — why price ≠ value.

2 / Two Mental Models That Change Everything

Valuation isn’t just math - it’s mindset.

You’ll discover:

• The Valuation Mindset Spectrum: from bold venture capitalists betting on the future to disciplined value investors hunting for bargains.

• Where you sit on that spectrum — your time horizon, volatility comfort, and risk appetite.

• The Business Growth Cycle, a focusing device that helps you instantly diagnose where a company is in its journey — and what to measure next.

By the end, you’ll know two things:
Your valuation personality, and how to match it to the company’s growth stage before picking a single metric.

3 / The 6-Stage Playbook - How Stage Dictates Method

This is the core of the course.
The rule every professional investor burns into memory:
“The valuation method changes with the business stage.”

You’ll master all 6 stages:

1. Startup (Find PMF) – Learn how to value potential when there’s no profit yet.

2. Hypergrowth (Prove sustainability) – Decode which metrics actually matter when growth is fast but unprofitable.

3. Break Even (Self-funding) – Spot the inflection point when unit economics start to work.

4. Operating Leverage (Maximize profits) – Transition to forward P/E and FCF models like pros.

5. Capital Return (Reward investors) – Learn the reverse DCF trick to check what’s “priced in.”

6. Decline (Turnaround or wind-down) – Identify when liquidation or sum-of-parts is the only honest lens.

Every phase comes with goals, signals, sources of value, and real examples — from Amazon to Home Depot to Bed Bath & Beyond.

After this, you’ll never second-guess which method to use again.

4 / Method Picker - The One-Page Decision Tree

This is your cheat sheet.
The exact map that tells you, “If X, then Y.”

For example:

• Losses expanding? → Phase 1 → use TAM analysis or forward P/S.

• Profits outrunning revenue? → Phase 4 → switch to P/E or FCF.

• Capital returns visible? → Phase 5 → run a reverse DCF.

You’ll also learn when not to use DCF and when multiples lie — because professional investors spend half their time avoiding bad methods.

Outcome: Pin this next to your desk. You’ll use it every single time you open a company report.

5 / Stage Brief Checklist

This is where theory becomes action.

Inside, you’ll get:

• The Stage Brief Checklist — a 10-minute manual that helps you classify any company in minutes.

• The AI Workflow — a plug-and-play prompt (“Stage Analysis Briefing”) that uses AI to instantly analyze filings, detect the growth stage, and recommend the right valuation methods.

• How to extract the 4 key takeaways from your AI output: stage call, confidence level, evidence, and allowed methods.

In one hour, you’ll go from raw 10-K data → stage diagnosis → valuation-ready summary.

6 / Six Traps to Avoid — Common Valuation Mistakes

Every investor has scars from these six mistakes.
You won’t.

You’ll learn to avoid:

• Using the wrong method for the stage.

• Treating revenue growth as value (or PE as gospel).

• Cherry-picking comps that flatter your bias.

• Confusing story with cash flow.

• Ignoring debt and stock-based comp.

• Over-precision in DCFs (false accuracy = false confidence).

This module alone will save you months of frustration and thousands in bad trades.

7 / Snap Reference — Tables, Ratios, Quick Math

This is your speed deck.
All the ratios, rules of thumb, and back-of-envelope math that seasoned analysts keep on hand.

You’ll get:

• Ratios by stage (P/S, P/GP, P/E, FCF yield, asset value).

• Reverse DCF “what has to be true” checklist.

• Rule-of-thumb ranges that make sanity checks instant.

When someone throws a multiple at you in conversation, you’ll know — on the spot — if it makes sense.

Worksheets, Prompts, Sources

This is your toolbox.

You’ll get:

• Printable Stage Classifier Checklist and Method Picker.

• The Reverse DCF Scratch Pad.

• The complete AI Prompt (“Stage Analysis Briefing”).

• My go-to valuation sources (SEC, IR, dashboards).

• Reading list and visual references for deeper study.

You’ll have everything needed to run valuations solo — no guesswork, no spreadsheets chaos.

What Makes This Different

Most valuation courses drown you in theory or Excel models that collect dust.
This playbook gives you clarity, structure, and immediate action.

You’ll stop asking:

You’ll learn faster, analyze sharper, and value smarter.

Who This Is For

✅ Investors who want to go from gut-feel to grounded valuation.
✅ Founders who want to understand how investors price their companies.
✅ Operators and analysts who want frameworks they can use today.
✅ Anyone who wants to talk valuation fluently in under a month.

You’ll Leave With:

• A clear understanding of how valuation actually works.

• The 6-Stage Playbook installed in your brain.

• A printable method map for every stage.

• A working AI-powered valuation workflow.

• Confidence to call “overvalued” or “undervalued” like a pro.

Secure Your Spot Now — Lifetime Access for $9

Get all 7 modules, templates, and AI workflows.
Watch at your own pace.
Lifetime access.
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Stop guessing what a company is worth. Learn how to know.

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