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Unlock long-term wealth by mastering Warren Buffett’s value investing methods through this comprehensive toolkit, created by ex-JP Morgan and Deloitte experts, featuring 300 editable slides and 24 Excel financial models.
File Size: 50.5 MB.
Domont Consulting – Personal Finance & Warren Buffett Investing Strategy Toolkit

This comprehensive Toolkit was created by former JP Morgan Investment Bankers, Equity Value Investors & Deloitte Consultants, after more than 4,000 hours of research into Warren Buffett’s methods. It includes frameworks, best practices, templates and Excel models to help you take control of your finances and build long-term wealth. By applying Buffett’s value investing principles—focusing on great companies at fair prices—you’ll learn how to invest with discipline, outperform the market, and make smarter financial decisions.
Content
Objectives
This Toolkit includes frameworks, tools, templates, tutorials, real-life examples, best practices, and video training to help you:
- Take Control of your Finances: (1) Net worth calculator and dashboard, (2) Income, costs and savings calculator and dashboard, (3) Investment options and recommendations for building wealth
- Understand Warren Buffett’s Value Investing Strategy, which comes from 6 books: (1) The Intelligent Investor, (2) Security Analysis, (3) Common Stocks and Uncommon Profits, (4) The Essays of Warren Buffett, (5) The Warren Buffett Way, (6) One Up On Wall Street
- Define and Implement Warren Buffett 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 models in Excel
- Identify Opportunities with our Stock Watchlist and Screener in Excel including real-time data
- Implement Warren Buffett’s Stock Investment Decision-making Process: (1) Is this investment a good fit for me?, (2) Is it a good company?, (3) Is it a good price?, (4) Should I invest?
- Manage your Stock Portfolio Effectively: (1) Trade records in Excel, (2) Stock portfolio performance in Excel, (3) Stock portfolio dashboard
All Toolkits include:
Course Features
- Lecture 0
- Quiz 0
- Duration 10 weeks
- Skill level All levels
- Language English
- Students 87
- Assessments Yes




