Free Guides & Goodies

In this section you can access downloads to free guides and goodies. Click on the links to go to the resources.

Download an Investing Checklist


 
Download, click here

The most important artefact for an investor is the checklist. Used by super-investors like Phil Town, Charlie Munger, Tom Gaynor and many more! 


Free Goal Setting Workshop

I’ve created a Goal Setting guide - a workshop - that you can download for free – read this article first (because there’s some additional information in the article) and then use the guide when you’re ready for setting the goals.
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Download - tap here

Use this guide to:
  • Set inspiring goals 
  • Develop a plan
  • Create momentum
  • Design the life you envision
Download the free guide here


Free Training about Value Investing


Investing in stocks can be an emotional journey. It doesn't have to be! Clicking the “buy stock” button with confidence and certainty that you’re investing in a wonderful company and knowing you bought it at a great price. Thinking about your future of a life with abundance to do what YOU want to do. No more fear of missing out in the stock market or hoping that the stock goes up.

Partner Money Mindset Questions


Download this great partner exercise where you can ask each other questions and reflect on shared money habits, patterns and goals. Perfect for a long road trip or a date at home. 
PS: also works if your partner is you!

Learn how to invest with this 12-month Investing Practice

Get 12 months of investing topics for free. In this free 12-month investing guide you’ll find topics, which gives you energy, delight and joy - but also probably topics where you’d have to stretch. Stretching is learning something that you know very little of today. It’s where you know that you’ll have to stretch and really lean in to understand. A great way of building confidence in making investing decisions.



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Where does Warren Buffett live? Your itinerary to Omaha

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If you ever have the opportunity to visit Warren Buffett’s hometown Omaha in Nebraska, this is what you absolutely must do while you’re visiting: Scroll down for more photos of his house Warren Buffett’s Home 5505 Farnam St., Omaha, NE 68132 You may think that a billionaire like Warren Buffett lives in a mansion in a gated community. But this couldn’t be farther from the truth. His house is a modest home in a quiet neighborhood of Omaha. It’s only a few minutes from Downtown Omaha yet the neighborhood is calm and quiet and absolutely lovely. It takes Warren Buffett approximately 7 minutes to drive from home to work at the Berkshire Hathaway HQ (unless he stops by at McDonalds – read below) One thing I thought was sweet was the water dispenser for passing-by pets on the sidewalk outside the gate. Gorat's Steakhouse 4917 Center St, Omaha, NE 68106 My husband and I had the most amazing experience at Gorat’s Restaurant, which is one of Buffett’s favorite places, where he takes family m
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How Does Warren Buffett Find Outstanding Businesses?

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How does Buffett find outstanding businesses like Apple? This was recently revealed by one of the top managers in Warren Buffett’s company Berkshire Hathaway – Todd Combs. We can be grateful to Todd because now we have greater insights into Buffett’s formula that has given an outstanding return of 20% for over half a century.  Me in front of Warren Buffett's house, July 2022 We’ve known about the Combs and Buffett Saturday afternoon meetings at Buffett’s house in Omaha Nebraska, but we haven’t had insights into what is being discussed in those meetings. That’s what Todd Combs recently revealed at the “Graham & Dodd Annual Breakfast”.  According to Combs the meetings in Buffett’s house often Warren Buffett frequently asks these three questions: How many names in the S&P are going to be 15x earnings in the next 12 months?  How many are going to earn more in five years (using a 90% confidence interval),  How many will compound at 7% (using a 50% confidence interval)?” At time
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How Do You Attend Warren Buffett’s Annual Meeting?

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The Berkshire Hathaway Annual Meeting for Shareholders 2022 is only a few weeks away and as soon as Charlie Munger indicated that it would be an in-person event it was as if the value investing community woke up from two years of Aurora sleep. Everybody started making plans for the event. I'm going this year and very exited to meet Value Investor friends in-person and particularly excited about being invited to Guy Spier's dinner. The meeting is called the “Woodstock for Capitalists” and is a weekend focused on Warren Buffett and Charlie Munger wisdom. Since the 1960’s Warren Buffett has held a meeting – first for his partners in his own living room in Omaha, and later when he formed the publicly traded conglomerate “Berkshire Hathaway”: For all the company’s shareholders. Besides Warren Buffett, his business partner Charlie Munger is also present at the meeting and in recent years also Ajit Jain and Greg Abel – two of the prominent executives at Berkshire Hathaway (who are lik
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How do you know if you can trust the management?

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Warren Buffett - one of the most successful investors of all times - have three parameters he is looking for before he invests in a business. The company must be within his circle of competence , it must have a durable  competitive advantage and then he wants management that he can trust. Today is the first article out of two about management. In the first one we'll get to know the managers and in the next article, I'll dive into how to spot a great management performance. Click here to read about management performanc e . You'll also find management performance numbers in my free checklist . “In looking for people to hire, you look for three qualities: integrity, intelligence, and energy. And if they don't have the first, the other two will kill you.” Warren Buffett When we talk about management of a business, we usually specifically mean the CEO - Chief Executive Office and sometimes this person is the founder of the business but in many public companies it's an
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