Three illustrated guides that teach a method: how to read a company's numbers, how to put a range on what a stock is worth, and how to buy, hold and sell with rules you write down first. One idea a page, each one drawn. Education only, no stock picks.
Real pages from all three guides. One idea a page, drawn, worked on made-up companies.
Reading a Company, What a Stock Is Worth, and Buying, Holding and Selling. 90 pages, one idea each.
The idea, the picture, the costly mistake and one line to remember, worked on made-up companies you can follow.
Phone-sized PDFs to read next to a filing or a broker app, yours to keep. Nothing to cancel.
Anyone can buy a stock in ten seconds. Few are taught to read the business.
Most of the money new stock pickers lose goes quietly: a low P/E that was low for a reason, a favorite idea that grew to half the account, a sale made in a panic. Every one of them has a page, and every page names the mistake.
Where new stock pickers lose money:
A drawing is easier to take in than a paragraph of a 10-K. That's why every page in the kit has one, and one line to keep.
Every page has the same parts, so you always know where to look. Here is Book 2, page 21, Margin of safety, with its lines quoted from the guide.
Buy only well below your middle estimate, so a mistake in your guesses doesn't sink the investment.
Your rule says buy at $35 or less. At $42 you add Harbor to the watchlist and wait.
Shrinking the margin of safety because you like the company. Liking it is when you need it most.
Room for error.
Quoted word for word from Book 2, page 21, Margin of safety. Harbor Coffee is a made-up company; every company in the kit is. Every page carries these parts plus the drawing.
What you own when you buy a share, where the numbers live, and how to read them, one idea a page. Six parts: What you own, The income statement, The balance sheet, Cash flow, Quality and Putting it together. Start with owning a slice of a business.
Price is what you pay; value is what you get. How to put a range on what a stock is worth, and write down why, in the same layout.
From the index fund baseline to the order ticket, the check-in and the sale, with the rules you write down before you buy, one idea a page.
Total value: $95
One-time payment. No subscription. Keep the files forever.
Digital guides (PDF), in English. We email your library link right after purchase, and you can download the files again anytime. Plus sales tax where applicable.
Stocks Made Simple is an independent guide that teaches how to research stocks. It is education only: not investment, tax or legal advice, not personalized to you, and not a recommendation to buy, sell or hold any security. Stocks Made Simple is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results.
Book 3 starts where you are: the index fund as the baseline every pick has to beat, core and explore, and how much to put in any one stock before you buy your first share.
Book 1 shows where the numbers live and how to read them: revenue, margins, cash flow, debt and the red flags. Book 2 shows how to put a range on what a stock is worth and write the thesis down.
Check-ins, what to do when the price drops, good and bad reasons to sell, trimming, stop-loss orders and the tax side of selling, each on its own page, with rules you write before you buy.
No gimmicks and no picks. Public rules and investor education from the SEC, FINRA and the IRS, and the valuation methods taught in every finance course, drawn clearly, with the source named on the page where it matters.
The filing, account, order, margin and scam pages follow SEC and FINRA investor education and rules; the tax pages follow IRS publications for the year shown; the valuation pages follow standard methods. Every page was checked against its named sources before release.
Harbor Coffee, Kestrel Software and their peers do not exist. Every number in the examples is made up, so you can follow each step without anyone telling you what to buy. The method is what you take to a real filing.
The kit teaches a way to research and decide. It doesn't know your money, your goals or your taxes, and it never says buy or sell. A licensed professional can apply it to your situation.
Not affiliated with or endorsed by the SEC, FINRA, the SIPC, the IRS, any stock exchange, any index provider, any brokerage, any data provider or any company. We answer to the reader.
Use the kit for 7 days. If it isn't for you, email us and you get 100% of your money back. No fine print, no hassle.
Right after purchase we email you a link to your library, where you download all three guides as PDFs. You can come back and download them again anytime.
One-time payment of $27. No subscription, no recurring charges, and nothing to cancel. All three guides are yours to keep.
No. It teaches a method for researching a company yourself: reading its numbers, putting a range on what it's worth and setting your own rules for buying and selling. Every company in the books is made up, and nothing in them is a recommendation to buy, sell or hold anything.
US adults who already invest, often through index funds or a 401(k), and want to research individual companies carefully before they buy any.
No. Book 1 starts with what a share is and builds up one idea at a time, with every number worked on a made-up company. If you can follow a household budget, you can follow the pages.
No. Stocks Made Simple is an independent guide that teaches how to research stocks. It is education only: not investment, tax or legal advice, not personalized to you, and not a recommendation to buy, sell or hold any security. Stocks Made Simple is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results.
No. The kit is complete on its own.
At checkout there is one optional add-on, The Stock Research Workbook: the method and a twenty-question checklist, two made-up companies worked step by step, position size and sell rules worked out, and blank sheets to copy for each company you research. It's $9, unticked, and you can skip it.
Both. The pages are portrait and phone-sized, so you can read one next to a filing or your broker app, and the PDFs print if you want a page on your desk.
We don't promise that, and we'd be wary of anyone who does. Investing involves risk, including loss of principal, and past performance does not guarantee future results. The guides show you how each piece of the research works and the mistakes that cost money. What you buy and when is still your call.
Email us within 7 days of purchase and we'll refund 100% of your money. Details on the refund policy page.
Spotted an error, or a rule that has changed? Email info@stocksbymadesimple.com. A real person reads every message, and fixes go into the next version.
Every stock you buy on a tip teaches you something, and the expensive lessons come out of your account. You don't need another midnight forum thread or someone who sounds sure. You need the page for this decision, with the idea drawn and the mistake named, and your own reasons written down.