I learned about Cole's course when researching stock investing techniques. Most of the materials out there focus on complex often incoherent short-term metrics disconnected from the underlying fundamentals of companies, portfolio balancing based on traditional notions of broad diversification and relying upon the expertise of financial advisors whose goals frequently do not align with those of long-term investors.Cole's approach is different. On a high level, the 8 week course is focused in two key areas; stock picking and portfolio balancing taught through streaming modules and weekly live Q&A sessions.Learning stock picking was enlightening, to say the least. Cole's methodology is to show you how to identify and research companies which, based on the balance of probabilities, are likely to meet your long-term (typically 5 - 10 years) investment goals. The research techniques are logical, sound and rely upon surprisingly simple qualitative and quantitative measures. It's engaging, accessible and empowering with absolutely no tricks or gimmicks.The second part of the course has to do with planning and portfolio balancing. This was equally valuable in that it helps amateur investors gain the confidence to keep their goals in focus and importantly to not over-react to market volatility or give in to one’s own lingering self-doubts.The modules are informative and well organized. Also, you can always revisit them (even after the course has ended). The weekly Q&A sessions are vital. You see how others in the course pick and research companies and deal with portfolio balancing and management issues. Cole leads the discussions, asking guiding questions, emphasizing the simplicity of the approach and techniques. The Q&A sessions are available for download after each week's call and of themselves are an incredibly effective learning tool. Once you have completed the course there is a monthly call with other graduates which serves as a useful check-in.Cole knows his stuff. He is experienced, smart, friendly and accessible. He responds to emails and questions quickly. There is no BS with this guy.I can't recommend the course highly enough. It is hard work and requires active engagement. But the payoff is huge. You will not get lists of companies to invest in and pages of mind-numbing data. But you will gain the lifelong skills to successfully find and manage your own investments thus enabling you to take control of your financial future and lead the life you want to live.
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Popping people's stock cherries since 2010. We help wannabe retirees make more by investing as a hobby than they earn in their jobs so they can retire on their terms and conquer the terror of outliving their money.