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Warren Buffet Value Investing
Strategy Toolkit
Overview
Introduction
• This Toolkit was created by former JP Morgan Investment Bankers, and
McKinsey & Deloitte Consultants, after more than 3,000 hours of work studying
Warren Buffet. It includes all the Frameworks, Best Practices, Templates and
Excel Tools required to define and implement Warren Buffet’s value investing
strategy step by step. Outperform the market by simply investing in good or great
companies, fairly or undervalued, and perfectly understood.
• Join the 200,000+ Executives, Consultants & Entrepreneurs who are already
leveraging our Management Consulting Toolkits to improve the performance of
their organization and boost their own career.
• If you have any questions, send us an email at
support@domontconsulting.com and one of our ex-McKinsey, Deloitte & BCG
Management Consultants will get back to you within 2 business days.
Aurelien Domont
Management Consultant
Domont Consulting Managing Director
Domont Consulting 3
Our firm created the Warren Buffet Value Investing Strategy Toolkit
to help you outperform the S&P 500
Frameworks
Tools
Templates
Step-by-step
Tutorials
Video Training
Real-life
Examples
Best Practices
Advice from
tier-1
Management
Consultants
What’s inside the Toolkit? Who created the Toolkit?
The Toolkit was created by ex-JP Morgan Investment
Bankers, and McKinsey & Deloitte Consultants.
Number of professionals leveraging our Toolkits
There are 200,000+ Executives, Consultants &
Entrepreneurs leveraging our Toolkits to improve the
performance of their organization
Trusted by small and large organizations
Domont Consulting 4
Our Toolkit will help you fulfill multiple objectives
The Warren Buffet Value Investing Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life examples,
video training, and best practices to help you:
• Define and implement Warren Buffet Value Investing Strategy: (1) Strategic objective, (2) Portfolio strategy, (3) Attitude &
mindset, (4) Decision-making process, (5) Investment Frequency, (6) Cash on Hand, (7) Horizon, (8) Financial Tools in Excel
• Identify Opportunities with our Stock Watchlist and Screener in Excel including real-time data
• Implement Warren Buffet’s Stock Investment Decision-making Process: (1) Understanding of the company, (2) Company
quality assessment, (3) Company value assessment, (4) Decision
• Assess your Understanding of the Company you are considering investing in: (1) Business model, (2) Annual &
quarterly reports, (3) Income statement, (4) Cash flow statement, (5) Balance sheet, (6) Sales & costs breakdown, (7)
Financial ratios, (8) Industry
• Assess the quality of the Company: (1) Future earnings, (2) Free cash flow, (3) Profit margin, (4) MOAT, (5) Management
team, (6) Manageable leverage
• Assess if the Company is Fairly or Undervalued: (1) Financial modeling best practices, (2) Three financial statement
model, (3) Sophisticated discounted cash flow (DCF) valuation model, (4) Simple discounted cash flow (DCF) valuation
model, (5) Simple discounted earnings valuation model
• Create an Overall Assessment to Decide if you Should Invest
• Manage your Stock Portfolio Effectively: (1) Excel trade record, (2) Excel stock portfolio, (3) Excel net worth calculation, (4)
Excel dashboard
Domont Consulting 5
II. Stock Watchlist and Screener in Excel with real-time data
Structure of the Toolkit
I. Warren Buffet Value Investing Strategy
III. Detailed Stock Investment Decision-making Process
1. Business model
2. Annual & quarterly reports
3. Income statement
4. Cash flow statement
5. Balance sheet
6. Sales & costs breakdown
7. Financial ratios
8. Industry
1. Future earnings
2. Free cash flow
3. Profit margin
4. MOAT
5. Management team
6. Manageable leverage
1. Financial modeling best practices
2. Three financial statement model
3. Sophisticated discounted cash flow
(DCF) valuation model
4. Simple discounted cash flow (DCF)
valuation model
5. Simple discounted earnings valuation
model
Assess my Understanding of the
Company
Assess the quality of the
Company
Assess if the Company is Fairly
or Undervalued
Decide if you should invest
Strategic Objective Portfolio Strategy Attitude & Mindset
Investment
Frequency
Horizon
Decision-making
Process
Cash on Hand
Financial Tools in
Excel
IV. Stock Portfolio Management
Understanding
Quality Valuation
Excel Stock Portfolio
Excel Trade Record Excel Net Worth Calculation Excel Dashboard
Small preview of the section I “Warren Buffet Value
Investing Strategy”
Domont Consulting 7
Small preview of the section II “Stock Watchlist and
Screener in Excel with real-time data”
Domont Consulting 8
Small preview of the section III “Detailed Stock Investment
Decision-making Process”
Domont Consulting 9
Small preview of the section IV “Stock Portfolio Management”
Domont Consulting 10
The Toolkit includes multiple PowerPoint slides, Excel sheets and Video
training that you can download on your device immediately after purchase
*Please note that the number of Powerpoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a Powerpoint slide
that has been duplicated to facilitate our clients’ understanding only counts for one slide
210 editable PowerPoint slides*
22 Excel sheets*
1. Overview
2. Warren Buffet Value Investing Strategy
3. Stock Watchlist and Screener
4. Investment Decision-making Process
5. Stock Portfolio Management
Domont Consulting 11
Our Management Consulting Toolkits include 9 key benefits
Improve the growth & efficiency
of your organization by leveraging
Management Consulting Toolkits
created by ex-McKinsey, Deloitte &
BCG Consultants.
Make a great investment for your
career & organization. It cost us
US$8M+ over the past 10 years to
create all our Toolkits. Get them for
a fraction of this cost.
Get a competitive advantage. It’s
like hiring Management Consultants
to create all the practical
Frameworks, Tools & Templates you
need.
Get the job done quicker and
never start from scratch again with
our ready-made and fully editable
Frameworks, Tools & Templates in
Powerpoint & Excel.
Improve the capabilities of your
organization by learning how the
Fortune 100 and Global Consulting
Firms do it.
Get free support and advice from
our ex-McKinsey, Deloitte & BCG
Management Consultants.
Decrease your costs. Hiring tier-1
Consultants for a project would cost
you $300k+. Way more expensive
than our Toolkits, which will last you
a lifetime!
Become your organization’s
subject matter expert and impress
your stakeholders with world-class
approaches to resolve common
business problems.
Don't reinvent the wheel. We have
already worked 30,000+ hours over
the past 10 years to create all the
Management Consulting Toolkits
you need.
Domont Consulting 12
What our clients say about our Toolkits
Click here to see
more reviews >
Domont Consulting 13
Join 200,000+ Executives, Consultants & Entrepreneurs leveraging our
Toolkits to improve the performance of their organization
Trusted by small and large organizations Customer satisfaction
Number of countries leveraging our Toolkits
160+
Number of professionals
leveraging our Toolkits
200,000+
4.8
Daily rate of our ex-McKinsey,
Deloitte and BCG Management
Consultants
$3k-$4k
Domont Consulting 14
Interested in more than 1 Toolkit? Access all our Toolkits for half the price
with our Gold Access
Gold Access
Click here to learn more
Domont Consulting 15
Need additional help? Send us a brief and we’ll find you the right talent
from our network of 500+ tier-1 Management Consultants
Click here to send us a Project Brief
Domont Consulting 16
This was just a small preview.
www.domontconsulting.com

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Warren Buffet Value Investing Strategy Toolkit and Excel Templates

  • 1.
  • 2. Warren Buffet Value Investing Strategy Toolkit Overview
  • 3. Introduction • This Toolkit was created by former JP Morgan Investment Bankers, and McKinsey & Deloitte Consultants, after more than 3,000 hours of work studying Warren Buffet. It includes all the Frameworks, Best Practices, Templates and Excel Tools required to define and implement Warren Buffet’s value investing strategy step by step. Outperform the market by simply investing in good or great companies, fairly or undervalued, and perfectly understood. • Join the 200,000+ Executives, Consultants & Entrepreneurs who are already leveraging our Management Consulting Toolkits to improve the performance of their organization and boost their own career. • If you have any questions, send us an email at support@domontconsulting.com and one of our ex-McKinsey, Deloitte & BCG Management Consultants will get back to you within 2 business days. Aurelien Domont Management Consultant Domont Consulting Managing Director Domont Consulting 3
  • 4. Our firm created the Warren Buffet Value Investing Strategy Toolkit to help you outperform the S&P 500 Frameworks Tools Templates Step-by-step Tutorials Video Training Real-life Examples Best Practices Advice from tier-1 Management Consultants What’s inside the Toolkit? Who created the Toolkit? The Toolkit was created by ex-JP Morgan Investment Bankers, and McKinsey & Deloitte Consultants. Number of professionals leveraging our Toolkits There are 200,000+ Executives, Consultants & Entrepreneurs leveraging our Toolkits to improve the performance of their organization Trusted by small and large organizations Domont Consulting 4
  • 5. Our Toolkit will help you fulfill multiple objectives The Warren Buffet Value Investing Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life examples, video training, and best practices to help you: • Define and implement Warren Buffet Value Investing Strategy: (1) Strategic objective, (2) Portfolio strategy, (3) Attitude & mindset, (4) Decision-making process, (5) Investment Frequency, (6) Cash on Hand, (7) Horizon, (8) Financial Tools in Excel • Identify Opportunities with our Stock Watchlist and Screener in Excel including real-time data • Implement Warren Buffet’s Stock Investment Decision-making Process: (1) Understanding of the company, (2) Company quality assessment, (3) Company value assessment, (4) Decision • Assess your Understanding of the Company you are considering investing in: (1) Business model, (2) Annual & quarterly reports, (3) Income statement, (4) Cash flow statement, (5) Balance sheet, (6) Sales & costs breakdown, (7) Financial ratios, (8) Industry • Assess the quality of the Company: (1) Future earnings, (2) Free cash flow, (3) Profit margin, (4) MOAT, (5) Management team, (6) Manageable leverage • Assess if the Company is Fairly or Undervalued: (1) Financial modeling best practices, (2) Three financial statement model, (3) Sophisticated discounted cash flow (DCF) valuation model, (4) Simple discounted cash flow (DCF) valuation model, (5) Simple discounted earnings valuation model • Create an Overall Assessment to Decide if you Should Invest • Manage your Stock Portfolio Effectively: (1) Excel trade record, (2) Excel stock portfolio, (3) Excel net worth calculation, (4) Excel dashboard Domont Consulting 5
  • 6. II. Stock Watchlist and Screener in Excel with real-time data Structure of the Toolkit I. Warren Buffet Value Investing Strategy III. Detailed Stock Investment Decision-making Process 1. Business model 2. Annual & quarterly reports 3. Income statement 4. Cash flow statement 5. Balance sheet 6. Sales & costs breakdown 7. Financial ratios 8. Industry 1. Future earnings 2. Free cash flow 3. Profit margin 4. MOAT 5. Management team 6. Manageable leverage 1. Financial modeling best practices 2. Three financial statement model 3. Sophisticated discounted cash flow (DCF) valuation model 4. Simple discounted cash flow (DCF) valuation model 5. Simple discounted earnings valuation model Assess my Understanding of the Company Assess the quality of the Company Assess if the Company is Fairly or Undervalued Decide if you should invest Strategic Objective Portfolio Strategy Attitude & Mindset Investment Frequency Horizon Decision-making Process Cash on Hand Financial Tools in Excel IV. Stock Portfolio Management Understanding Quality Valuation Excel Stock Portfolio Excel Trade Record Excel Net Worth Calculation Excel Dashboard
  • 7. Small preview of the section I “Warren Buffet Value Investing Strategy” Domont Consulting 7
  • 8. Small preview of the section II “Stock Watchlist and Screener in Excel with real-time data” Domont Consulting 8
  • 9. Small preview of the section III “Detailed Stock Investment Decision-making Process” Domont Consulting 9
  • 10. Small preview of the section IV “Stock Portfolio Management” Domont Consulting 10
  • 11. The Toolkit includes multiple PowerPoint slides, Excel sheets and Video training that you can download on your device immediately after purchase *Please note that the number of Powerpoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a Powerpoint slide that has been duplicated to facilitate our clients’ understanding only counts for one slide 210 editable PowerPoint slides* 22 Excel sheets* 1. Overview 2. Warren Buffet Value Investing Strategy 3. Stock Watchlist and Screener 4. Investment Decision-making Process 5. Stock Portfolio Management Domont Consulting 11
  • 12. Our Management Consulting Toolkits include 9 key benefits Improve the growth & efficiency of your organization by leveraging Management Consulting Toolkits created by ex-McKinsey, Deloitte & BCG Consultants. Make a great investment for your career & organization. It cost us US$8M+ over the past 10 years to create all our Toolkits. Get them for a fraction of this cost. Get a competitive advantage. It’s like hiring Management Consultants to create all the practical Frameworks, Tools & Templates you need. Get the job done quicker and never start from scratch again with our ready-made and fully editable Frameworks, Tools & Templates in Powerpoint & Excel. Improve the capabilities of your organization by learning how the Fortune 100 and Global Consulting Firms do it. Get free support and advice from our ex-McKinsey, Deloitte & BCG Management Consultants. Decrease your costs. Hiring tier-1 Consultants for a project would cost you $300k+. Way more expensive than our Toolkits, which will last you a lifetime! Become your organization’s subject matter expert and impress your stakeholders with world-class approaches to resolve common business problems. Don't reinvent the wheel. We have already worked 30,000+ hours over the past 10 years to create all the Management Consulting Toolkits you need. Domont Consulting 12
  • 13. What our clients say about our Toolkits Click here to see more reviews > Domont Consulting 13
  • 14. Join 200,000+ Executives, Consultants & Entrepreneurs leveraging our Toolkits to improve the performance of their organization Trusted by small and large organizations Customer satisfaction Number of countries leveraging our Toolkits 160+ Number of professionals leveraging our Toolkits 200,000+ 4.8 Daily rate of our ex-McKinsey, Deloitte and BCG Management Consultants $3k-$4k Domont Consulting 14
  • 15. Interested in more than 1 Toolkit? Access all our Toolkits for half the price with our Gold Access Gold Access Click here to learn more Domont Consulting 15
  • 16. Need additional help? Send us a brief and we’ll find you the right talent from our network of 500+ tier-1 Management Consultants Click here to send us a Project Brief Domont Consulting 16
  • 17. This was just a small preview. www.domontconsulting.com