Foundations

Course map

Twelve modules, one lesson at a time. Three lessons are free to try โ€” the rest unlock with the course.

Beginner

Part 1 โ€” First Principles

0/15 lessons

M1 โ€” The Wealth Decision

0/5 lessons

Why your brain fights you before markets ever do.

M2 โ€” Market Mechanics

0/5 lessons

What a share is, why prices move, and 400 years of people panicking about it.

  • What You Actually Own When You Own a Share
  • From Coffee Houses to Co-location: A Short History of Exchanges
  • Price Discovery: The Auction That Never Sleeps
  • Capital Gains vs Income: The Only Two Ways Anyone Gets Paid
  • News, Earnings, and Mood: What Moves a Price on a Tuesday

M3 โ€” The Instrument Panel

0/5 lessons

Everything you can buy, and what each one is actually for.

  • Single Companies vs Baskets: The Ownership Spectrum
  • Index Funds and ETFs Without the Marketing Gloss
  • Bonds, Cash, Property, Gold: The Supporting Cast
  • Free previewFees: The Silent Compounding KillerFree12 min
  • Fund Fine Print: What the Fact Sheet Won't Volunteer

Intermediate

Part 2 โ€” Building Skill

0/24 lessons

M4 โ€” A Field Guide to Listed Companies

0/6 lessons

Learn to identify any stock in the wild in 60 seconds.

  • Size Matters: Giants, Mid-Tier, and Minnows in a Portfolio
  • Economic Weather: Companies That Ride Cycles vs Ones That Don't
  • Compounders, Income Payers, and Story Stocks
  • Ownership Classes and What 'Preferred' Really Buys You
  • Legends of the Ticker Tape: What History's Great Stocks Had in Common
  • The Single-Stock Trap: Concentration Risk With Receipts

M5 โ€” Strategy Lab

0/7 lessons

Pick a playbook that survives contact with your own personality.

  • The Strategy Spectrum: Set-and-Forget to Hands-On
  • Autopilot Investing: Rules, Tools, and Why Boring Wins
  • Hands-On Approaches: What Active Actually Requires of You
  • Betting on Tomorrow: The Growth Playbook
  • Charts vs Balance Sheets: Two Lenses on One Market
  • Investor or Gambler? A Field Test
  • First Pass at 'What's It Worth': Intrinsic Value Intuition

M6 โ€” Decoding Company Accounts

0/5 lessons

Read an annual report like a detective, not a textbook.

  • The 60-Minute Annual Report Method
  • The Balance Sheet: What They Own, What They Owe
  • The Income Statement: The Profit Story (and How It's Told)
  • Cash Flow: Where the Truth Lives
  • Footnotes and Red Flags: Where Bodies Get Buried

M7 โ€” Numbers That Matter

0/6 lessons

Seven ratios, real companies, zero mystique.

  • Price Tags: P/E and Its Cousins (PEG, P/S, P/B)
  • Payout Maths: Yield, Coverage, and Dividend Traps
  • Quality Metrics: Returns on Assets and Equity
  • Leverage and Efficiency: How Much Debt Is Too Much
  • Ticker Literacy: Reading a Quote Screen Fluently
  • Putting a Value on a Business: Your First Real Valuation

Advanced

Part 3 โ€” Mastery

0/27 lessons

M8 โ€” The Risk Dashboard

0/6 lessons

Measure risk before it measures you.

  • The Risk Ladder: From Term Deposits to Lottery Tickets
  • Volatility in Numbers: Standard Deviation Without Tears
  • Return Per Unit of Fear: Sharpe and Friends
  • Beta, Alpha, R-squared: Your Portfolio's Personality Test
  • Big-Picture vs Company-Specific Danger
  • Your Personal Risk Fingerprint

M9 โ€” Portfolio Architecture

0/5 lessons

Design the machine before you feed it money.

  • The Pre-Flight Checklist
  • Asset Mix: The Decision That Does 90% of the Work
  • Position Sizing: How Much, How Often, and Why Small Is Fine
  • Picking Your Platform: Brokers Across UK, US, AU, NZ, CA
  • The Full Cost Stack: Spreads, FX, Custody, and Other Quiet Fees

M10 โ€” The Owner's Manual

0/5 lessons

What to do after you click buy โ€” the module most courses skip.

  • The Review Ritual: What to Check, What to Ignore
  • Rebalancing: Selling Winners Without Crying
  • The Tax File: UK, US, AU, NZ Essentials
  • The Blooper Reel: Classic First-Year Mistakes, Ranked by Cost
  • When to Sell: A Decision Framework

M11 โ€” Signals & Noise

0/6 lessons

The data big investors watch โ€” and how to not get fooled by it.

  • Analyst Ratings: What 'Buy' Actually Means (and Hit Rates)
  • Free previewInsider and Institutional Footprints: Who's Buying Their Own StockFree12 min
  • Copy-Trading Congress and Hedge Funds: 13Fs, Delays, and Traps
  • Crowd Sentiment: Message Boards as Contrarian Data
  • Corporate Curveballs: Splits, Buybacks, Takeovers โ€” What Changes and What Doesn't
  • Building Your Signal Filter: A Personal Information Diet

M12 โ€” Capstone โ€” Your Operating System

0/5 lessons

Turn 11 modules into one repeatable process you'll run for 40 years.

  • Assemble Your One-Page Investment Policy
  • The Full Checklist Run: Analyse One Real Company End-to-End
  • Write the Thesis: One Page, Falsifiable, Dated
  • Build and Justify Your Capstone Practice Portfolio
  • Graduation: Your Next 12 Months, Scheduled
Course map โ€” Foundations ยท Money by Ash