FOR READERS OF THE LUNCH BREAK INVESTOR
Everything I promised on page 169.
The tool list is below. Open, no email needed. The template and the AI guide, tell me where to send them.
The template and the AI guide
- The tracking template. A data tracker for every 10-K and 10-Q, the six-step valuation from Chapter 7 pre-built, and a watchlist that shows the return you would get at today's price.
- The AI extraction guide. Eleven prompts across four chats. Profitability, the fortress test, cash flow quality, red flags.
The valuation tab comes pre-filled with the book’s example. Open it and watch the numbers from Chapter 7 do their thing.
Where should I send them?
Both arrive in about a minute. Unsubscribe anytime.
The research tools I use
Last updated July 2026. Fiscal.ai and Koyfin links are affiliate links. You get a discount, I get a cup of coffee.
Find ideas
Get the documents
Extract with AI
Financial data
Judge management
Scuttlebutt
Get the template and the guide
Four tabs, eleven prompts. Both in your inbox in a minute.
Where should I send them?
Both arrive in about a minute. Unsubscribe anytime.
I am Thomas. I write about investing at Steady Compounding. If the book was useful, my articles are here. Some are free, some are for members.
© 2026 Steady Compounding - By Thomas Chua