Stock Investment Masterclass – Creating Stock Shopping List

There are many ways to make your money work harder, e.g. through rental property investment or having a successful online business. Stock investment however is deemed to be a superb investment asset class; for instance, investing into S&P 500 index from 1926 through 2018 yields an average annual return of 10%.

Picking the right individual stocks gives even higher yields. The most famous guru in the investment world is Warren Buffett and he has a very simple winning formula. Buy only stocks of Wonderful companies:

• Buy companies which you understand (Circle of Competence)
• Buy companies with durable competitive advantage (economic moat)
• Buy at a discount with Margin of Safety (MOS)

A key reason you should invest to get higher returns from your savings is to beat inflation and grow your savings in preparation for retirement age. 

This masterclass aims to crack the gurus' winning code and we will examine the winning formula above in detail and investigate a systematic way of investing profitably in the stock market, while managing any downside risks. 

At the end of the 3-hour coaching class, you will understand your circle of competence, the various types of competitive advantages a company can enjoy, the financial metrics which really matter (profitability, financial health, revenue and earnings growth drivers), how valuation (using relative PE, PEG ratio, Discounted Cashflow Formula) of companies can be done to determine if a stock is selling at a discount.

Case studies of the Singapore telecommunications market and Alibaba, the biggest E-commerce and cloud computing company in the Asia-Pac region will be used to illustrate key concepts.

We will introduce you to the use of Options with stocks as the underlying asset and conduct a live trade using Options to show how cashflows of a few hundreds or thousands of dollars can be generated every month.

 About the trainer

Tan Liong Hai has some 20 years of senior level experience in the telco and technology sectors. He is also a serial entrepreneur who has founded a few successful companies. He spends a large part of his time now just investing in the stock market, growing his stock portfolio which currently stands at $1mil, built up from capital saved and years of investing. When he decided to step away from the corporate world, he took courses in Value Investing and Options strategies.

A prolific reader of investment books and publications, he is co-founder of investment blog Journeywithmoney.com and a trainer of 2 stock investment programs, with unique contents developed by him and his partners. He is also co-founder of the investment Mastermind Group Financial Gym. He is author of personal finance e-book “Journey Towards Financial Freedom”