Travis Valuation · The Value Toolkit
The Valuation Masterclass
Thirteen in-depth lessons on the methods the great investors actually use — Graham, Buffett, Greenblatt, Lynch, Damodaran and more — each explained from origin to honest limits, and worked live on real stocks. Free, and written for the experienced investor.
Free on the app now — a taste of what's in the book
Module 01The Graham NumberGraham's conservative price ceiling, from earnings and book value.Module 02The Altman Z-ScoreA bankruptcy-risk score — and why it lies about banks and REITs.Module 03The Piotroski F-ScoreNine health checks that separate cheap-and-good from cheap-and-dying.Module 04The Reverse DCFThe growth rate today's price already assumes.Module 05Earnings Power ValueWhat a business is worth assuming zero growth.Module 06Net-Net & NCAVGraham's deepest bargain — and why it's so rare.Module 07The Magic FormulaGreenblatt's rank of cheap × good across the whole market.Module 08The Acquirer's MultipleEV/EBIT — and why cheapness alone beat cheap-plus-quality.Module 09Owner EarningsBuffett's measure of the cash an owner can actually take out.Module 10The Lynch PEG RatioJudging a P/E against growth — and its one fragile input.Module 11The Damodaran DCFThe forward cash-flow model — a range, never a single point.Module 12The Beneish M-ScoreThe forensic model that flagged Enron before it collapsed.Module 13Return on CapitalROIC, ROCE & CROIC — the quality lens, and the whole thesis.