Module 00 · Orientation¶
What this module does. Sets the frame for everything that follows: what fundamental investing is (and what it is not), how to use the course and its tools, and a preview of the destination — a finished one-page thesis — so that the accounting and analysis modules never feel like theory for its own sake.
Why it matters. Most people who "learn investing" learn techniques without a model of where edge comes from. Lesson 00.1 gives that model; 00.2 gives the study plan; 00.3 shows the whole workflow on Kaveri Pumps before you know how any step is done, so you know why each later module exists.
Lessons¶
| # | Lesson | One line | Time |
|---|---|---|---|
| 00.1 | What fundamental investing is — and isn't | Price vs value; the schools; where mispricing comes from; how an investor's edge differs from a trader's; realistic returns | 75 min |
| 00.2 | How to use this course | The module map, the 20-week plan, study methods, toolkit setup, the running examples | 45 min |
| 00.3 | The investor's map: from idea to decision | The end-to-end workflow, a preview of the Kaveri thesis, the vocabulary you will acquire | 60 min |
Connections¶
- Forward: Module 01 builds the market and money basics; Module 02 starts the accounting.
- The Kaveri preview in 00.3 is fully built in 06.3, 09.7 and 11.3.
You're ready to move on when you can…¶
- Explain in two sentences why a stock's price and its value can differ for years, and name three structural reasons.
- Say how a fundamental investor's feedback loop differs from a market-maker's, and what that implies for sizing and patience.
- Describe the nine steps of the research workflow and name the module that teaches each.
- Set up the toolkit: Screener.in account, the Python tools running (
pytestpasses), a learning journal. - Read the Kaveri one-page thesis preview and list which of its numbers you cannot yet compute.
Tested by: the warm-up section of Mock 1 and the essay question in the final exam.