Academy course6 lessons ยท 3 modules
Keeping Your Thesis Honest
A valuation is not a one-time verdict; it decays as price, fundamentals, and time move. This advanced course teaches the discipline of keeping your own valuation current, and shows how the ClearGuidance tools carry it out for you: market-implied baselines as a neutral starting point, armed monitoring of the gap between price and your saved estimate, split-aware margin-of-safety bands, and a staleness lifecycle that stops you relying on an expired thesis. The Academy teaches the process; the terminal is the instrument you use to run it. Nothing here is a recommendation to buy or sell any security.
The Living Valuation
- Why a Valuation DecaysFree previewA fair value is a snapshot in time. As price moves, fundamentals update, and the clock ticks, the estimate you saved slowly stops describing reality.8 min
- Market-Implied BaselinesBefore you touch a slider, the terminal shows a baseline anchored to the current price. Learn what that reverse-solved number does and does not tell you.9 min
Armed Monitoring
- From Estimate to Monitored ThesisSaving a valuation is only the start. Arming an alert turns a static estimate into a thesis the terminal watches for you.9 min
- The Margin-of-Safety BandWhy the terminal watches a band around your fair value rather than a single trigger price, and how it stays valid through splits.8 min
Thesis Staleness & Re-Valuation
- When Assumptions Go StaleA thesis you never revisit becomes a liability. Learn how the staleness lifecycle stops you leaning on an expired estimate.8 min
- Re-Valuing with DisciplineWhen an alert fires or a thesis goes stale, the disciplined move is to re-run the numbers with current inputs. One-click Re-Value makes that friction-free.9 min
Certification
Final Assessment
Unlock the course to take the graded assessment.