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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
[email protected] 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

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Our firm created the Warren Buffet Value Investing Strategy Toolkit
to help you outperform the S&P 500

What’s inside the Toolkit? Who created the Toolkit?

The Toolkit was created by ex-JP Morgan Investment
Bankers, and McKinsey & Deloitte Consultants.

Best Practices Frameworks

Advice from
Number of professionals leveraging our Toolkits
tier-1
Management Tools There are 200,000+ Executives, Consultants &
Consultants Entrepreneurs leveraging our Toolkits to improve the
performance of their organization

Real-life Templates
Examples
Trusted by small and large organizations
Video Training
Step-by-step
Tutorials

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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

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Structure of the Toolkit
I. Warren Buffet Value Investing Strategy

Decision-making Investment Financial Tools in

Strategic Objective Portfolio Strategy Attitude & Mindset Cash on Hand Horizon
Process Frequency Excel

II. Stock Watchlist and Screener in Excel with real-time data

III. Detailed Stock Investment Decision-making Process

Assess my Understanding of the Assess the quality of the Assess if the Company is Fairly
Decide if you should invest
Company Company or Undervalued
1. Business model 1. Future earnings 1. Financial modeling best practices
2. Annual & quarterly reports 2. Free cash flow 2. Three financial statement model
Understanding
3. Income statement
3. Profit margin 3. Sophisticated discounted cash flow
4. Cash flow statement (DCF) valuation model
4. MOAT
5. Balance sheet 4. Simple discounted cash flow (DCF)
5. Management team
6. Sales & costs breakdown valuation model
6. Manageable leverage Quality Valuation
7. Financial ratios 5. Simple discounted earnings valuation
8. Industry model

IV. Stock Portfolio Management

Excel Trade Record Excel Stock Portfolio Excel Net Worth Calculation Excel Dashboard
Small preview of the section I “Warren Buffet Value
Investing Strategy”

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Small preview of the section II “Stock Watchlist and
Screener in Excel with real-time data”

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Small preview of the section III “Detailed Stock Investment
Decision-making Process”

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Small preview of the section IV “Stock Portfolio Management”

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The Toolkit includes multiple PowerPoint slides, Excel sheets and Video
training that you can download on your device immediately after purchase

210 editable PowerPoint slides*

22 Excel sheets*

15 minutes of Video training

1. Overview 4. Investment Decision-making Process

2. Warren Buffet Value Investing Strategy 5. Stock Portfolio Management
3. Stock Watchlist and Screener

*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

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Our Management Consulting Toolkits include 9 key benefits

Improve the growth &

Make a great investment for
efficiency of your Get a competitive advantage.
your career & organization. It
organization by leveraging It’s like hiring Management
cost us US$8M+ over the
Management Consulting Consultants to create all the
past 10 years to create all
Toolkits created by ex- practical Frameworks, Tools
our Toolkits. Get them for a
McKinsey, Deloitte & BCG & Templates you need.
fraction of this cost.
Consultants.

Get the job done quicker and

never start from scratch Don't reinvent the wheel. We
Improve the capabilities of
again with our ready-made have already worked 30,000+
your organization by learning
and fully editable hours over the past 10 years
how the Fortune 100 and
Frameworks, Tools & to create all the Management
Global Consulting Firms do it.
Templates in Powerpoint & Consulting Toolkits you need.
Excel.

Become your organization’s

Decrease your costs. Hiring
Get free support and advice subject matter expert and
tier-1 Consultants for a
from our ex-McKinsey, impress your stakeholders
project would cost you
Deloitte & BCG Management with world-class approaches
$300k+. Way more expensive
Consultants. to resolve common business
than our Toolkits, which will
problems.
last you a lifetime!

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What our clients say about our Toolkits

Click here to see

more reviews >

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Join 200,000+ Executives, Consultants & Entrepreneurs leveraging our
Toolkits to improve the performance of their organization

Trusted by small and large organizations Customer satisfaction

4.8
Number of countries leveraging our Toolkits Number of professionals
leveraging our Toolkits
160+
200,000+

Daily rate of our ex-McKinsey,

Deloitte and BCG Management
Consultants

$3k-$4k

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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

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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

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This was just a small preview.

www.domontconsulting.com