Value Investing: A Value Investor's Journey Through the Unknown

422 Pages·2015·3.19 MB·English

by  Neely

Value Investing:
A Value Investor’s Journey Through the Unknown…

By J. Lukas Neely

http://www.EndlessRiseInvestor.com

Published by EndlessRiseInvestor.com Copyright © 2015 Endless Rise Investor
Permission to reproduce or transmit in any form or by any means – electronic or
mechanical, including photocopying and recording – or by an information
storage and retrieval system, must be obtained by contacting the authors via e-
mail at [email protected].

Ordering Information
For additional copies contact [email protected]

ASIN
B00TX2SG4I

First Edition
First printing: March 2015

Neither the author nor the publisher assumes any responsibility or liability
whatsoever on the behalf of the purchaser or reader of these materials. Any
perceived slight of any individual or organization is purely unintentional. While
all attempts have been made to verify the information provided in the
publication, neither the author nor the publisher assumes any responsibility for
any errors, omissions, or contrary interpretations of the subject matter herein.

This book is for informational purposes only. It should not be construed as
financial advice of any kind. We are all free to make our own decisions when it
comes to financial and investing matters. We are all responsible for your own
actions.
Your Free Gift As a way of saying thanks for your purchase, I’m offering a free
investing mindmap and blueprint that’s exclusive to my readers.

Making money investing in the stock market offers a rare opportunity for
ANYONE to generate and grow wealth into the future. But in order to reap the
benefits of investing it requires the right type of mindset and processes. That’s
why I created the Ultimate Investor Blueprint.

This Blueprint includes the 5M™ Mental Model (detailed in this book),
advanced video tutorial, a Mindmap of the process, as well as checklists, and
much more. It encompasses everything an investor would need on their journey
to investing success, whether you’re a seasoned professional or newbie investor.
You can download this free blueprint by going here.

https://uibfreegift.endlessriseinvestor.com/blueprint
See A lot…You See Little,
See Little…You See A Lot!
Contents
FAQ – DOUBTERS READ THIS
7 Reasons Why You Need To Read This Book
5 Rules To Use This Book & Getting To 5 Million
Standing On The Shoulders Of Giants
From Wall Street To The Human Condition: The 80/20 Principle
My Story

THE 5M™ MENTAL MODEL
WHAT IS THE 5M™ MENTAL MODEL

MARKET MASTERY
DO YOU KNOW YOUR COMPETITION?

Know Your Competition
Is It Important…And Knowable?
A Complex Adaptive System
Investing Or Speculating
Where To Find Opportunities

MINDSET MASTERY
DO YOU HAVE THE PROPER BEHAVORAL TOOLKIT?

Getting Into A State Of Flow
Investing As A Leisure Activity
Approach Investing Like A “Real” Business Person
Commitment & Perserverence To Succeed LongTerm
A Prosperity Mindset

MORALS MASTERY
DO YOU HAVE THE RIGHT PHILOSOPHY?
Always Think About Risk Before Return
A Contrarian Streak
Stick With A LongTerm Approach To Investing
“Few, Big And Infrequent Bets”
Agnositc Of The Macro Environment

MECOM™ METHOD MASTERY
DO YOU HAVE THE PROPER ANALYTICAL FRAMEWORK?

The MECOM™ Method
Step #1: Moats
Step #2: Earnings
Step #3: Catalysts
Step #4: Obligations
Step #5: Management

MARGIN OF SAFETY MASTERY
IS THERE A DIVERGENCE BETWEEN PERCEPTION &
REALITY?

The Art Of Valuation
Using A Range Of Values For Intrinsic Value
Discounted Cash Flow Valuation (DCF)
Liquidation Valuation (LV)

PUTTING IT ALL TOGETHER

WHAT’S NEXT

Acknowledgments
Resources and Further Reading
FAQ – DOUBTERS READ THIS

Is investing right for you? Chances are good that it is. Here are some of the
the most common doubts and fears that people have before taking the leap and
joining the Endless Rise Investors:

Do I have to be a risk-taker? Do I have to take time out of my day?
Erroneous on all counts. I always wanted to say that.
From developing the proper mindset like the super investors of our time to
easily valuing all types of businesses. How does a person spend just 60 minutes
per month on their investing, yet still produce out-sized investment returns? How
to know what kind of businesses to invest in and which businesses to avoid to
protect your wealth? It's all here.

I feel like my time has passed. Do I need to be in my twenties and single to
get involved in investing now?
Not at all. This book is for anyone who is sick of deferring money making
decisions to so-called "professionals" and giving their hard earned money to
managers that make money whether you realize returns or not. If you're sick of
the standard menu of options and prepared to enter a world of infinite options
and opportunity, this book is for you

I just want more time. Do I have to spend hours doing this?
No. It's an option. However, the objective of the 5M™ Mental Model is to
create freedom of time by arming you with an easy to follow mental model
focused on the most important factors to investment success. Once you have a
grasp of the 5M™ Mental Model you will be able to determine high quality
investment opportunities easily and efficiently.

I don't have much money. Do I need to be born rich?
Absolutely not. Although my parents worked very hard, I was never born
into a life of luxury; I'm no Vanderbilt or Rockefeller or Walton, and you needn't
be either.

Do I need to be an Ivy League or business school graduate?