We Make It Simple

We built Lumovest so the learning experience would be easy and effective.

lumovest - A structured Curriculum

Structured Curriculum

Want to learn investing but not sure where to begin? We’ve got you covered. Our courses are structured so that you learn the right things in the right order.

Lumovest - Action Based

Self-Paced

You can set your own learning pace to fit your schedule. You can access our courses whenever you want and wherever you are.

Lumovest - Retention Focused

Learn-by-Doing

Not only do we teach you the stock investing concepts, we also guide you through the analysis with worksheets and show you how to do it step-by-step.

Our Curriculum

We designed our curriculum so that even beginners with zero knowledge about stocks can learn to become sophisticated investors.

Course
1

Stock Basics

This course goes over important stock basics and establishes the context for the investment analysis we’ll learn in the subsequent courses. We’ll learn what stocks are, how to calculate ownership interest, why stock prices move, different types of stocks, and our rights as shareholders. With a solid grasp around the stock basics, we’ll be able to understand the rationale behind the investing strategy.

Course
2

Investor Resources

This course goes over the investor resources that we’ll utilize to analyze stocks and where to find them. We’ll learn the US government’s stock market regulating body, the reports it require public companies to disclose, as well as the valuable resources companies provide through Investor Relations. Once we know the type of information available to us and where to find them, we’ll be able to perform our investment analysis.

Course
3

Corporate Valuation

Corporate valuation is the cornerstone of stock investing. It’s the framework that quantifies what the company we’re investing is worth and how the market is pricing it. In other words, what we’re receiving relative to what we’re paying. With a solid understanding of corporate valuation, we’ll be equipped with a path forward to solve for a stock’s intrinsic value.

Course
4

Revenue Model

Revenue model relates to how businesses generate revenue. Specifically, we’ll learn how companies recognize revenue, how to think about revenue drivers and how to forecast revenue into the future. Since cash trickles down from revenue, understanding how a company generates revenue has important implications not only on the quality of the business but also on the amount of cash it’ll be able to generate. We’re now entering the stage of our stock analysis where we solve for the stock’s intrinsic value.

Course
5

Cost Structure

Cost structure refers to the types and characteristics of the expenses incurred by a company. The structure of the business’s expenses has important implications on its earnings power and cash generation capability. Therefore, analyzing cost structure is an important step towards estimating the company’s and the stock’s intrinsic value.

Course
6

Earnings Power

Earnings power refers to the business’s ability to generate profits. This course builds on top of the three previous courses on Corporate Valuation, Revenue Model and Cost Structure to develop an integrated understanding of how companies make money and how it impacts valuation. By the end of this course, we’ll be able to use the knowledge we developed to estimate future stock price and gauge the return on our investment.