Tools

Resources & Templates

Companion tools designed to help you apply the framework from the book.

Stock Evaluation Template preview
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Stock Evaluation Template

A free fillable PDF worksheet for evaluating stocks. Fill in key ratios, note pros and cons, assess competitive positioning, management quality, and capital allocation, and record your intrinsic value estimates across multiple scenarios.

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Stock Analysis & Valuation Model preview
$2.99

Stock Analysis & Valuation Model

A ready-to-use spreadsheet that walks you through the full process of analyzing and valuing a stock. Includes 30+ ratios, DCF valuation, comparable company analysis, three-statement forecasting, and more. Free with the book.

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eBook plus Stock Analysis & Valuation Model bundle
$9.98
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eBook + Stock Analysis & Valuation Model

Get the complete Filters guide together with the Stock Analysis & Valuation Model spreadsheet in one bundle.

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Stock Research Platform

The first CRM-style stock research and portfolio analysis tool designed for long-term value investors.

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Reading List

Recommended

The Filters guide owes its existence to the books authored by, recommended by, or written about the most successful investors. Other resources such as finance or economics textbooks serve as valuable supplementary materials worth exploring to better understand topics related to investing. Although the guide combines and presents much of this knowledge, continuous learning remains essential for successful investing. You are highly encouraged to explore all of the readings listed below.