SUMMER 2024 Quantitative Intelligent Investing Course Info
To register, and/or for more information please contact James Scurlock
Phone: 310.266.9692 (voice, text & WhatsApp)
E-mail: savannahcorp@yahoo.com
Quantitative Stock Investing Course: This program will teach investment philosophy, history and methodologies for use by self-directed investors who wish to invest all or part of their assets themselves. Much of the course is based on Benjamin Graham’s book The Intelligent Investor and related lectures that Graham delivered at Columbia University. By the end of the course, students will be proficient in the only investing approach to have proven durably successful over nearly a century, delivering minimum annual returns of 21% over decades. Note: The Intelligent Newsletter Portfolio compound annual growth rate (CAGR) sincne inception and over 3+ years is currently 27.4%, as of March 8th.
Students will be familiar with Graham’s philosophy in particular and the concept of value investing in particular. This course will allow them to construct their own stock portfolios. Reading chapters 8 & 20 of The Intelligent Investor is highly recommended beforehand.
DAYS/TIMES/LOCATION: Class will begin the second week of June. One per week will be held on a weekday evening TBD via Zoom over sixteen weeks. Classes will be 45 minutes in length.
COST: $2,739 ($2,191 for paid newsletter subscribers). $2,739 is the amount that would be realized by a $10,000 account in one year given the historical return of our portfolio.
SIZE: Class is limited to five students. Refunds will be processed promptly up until the start of the second class, for any reason or none at all.
OFFICE HOURS: After the conclusion of the course, virtual office hours will be held every week, at no charge, via Zoom. Students who are proficient but not confident are strongly encouraged to participate in office hours.
THE TEACHER: James Scurlock attended The Wharton School as a Benjamin Franklin Scholar from 1989-1993. He is the author of several major books on finance, business and entrepreneurship as well as the director and producer of similarly-themed documentaries which have been broadcast worldwide. Scurlock has been featured on Nightline, CNBC, The Dave Ramsey Show and NPR and in The Wall Street Journal, Kiplinger’s, The New York Times and AARP Magazine. He has given lectures at Harvard Law School and the Googleplex. He is general partner of the Intelligent Fund Ltd. and publisher of The Intelligent Newsletter; its portfolio has achieved annualized returns of 27.4% over the past 3.3 years.
Payment:
Zelle: 310.266.9692 or PayPal: savannahcorp@yahoo.com.