Investor's Edge Resources
Get the Book
Building the Investor’s Edge is not another list of investing tips or one-size-fits-all formulas. It’s a structured program to train the way you think, decide, and act in markets.
The book starts with accessible, real-world analogies and simple exercises that build core skills in probability, risk control, and decision-making. As you progress, it layers in case studies, practical tools, and detailed examples that connect directly to real market behavior.
The design is intentional:
- Front section — can be read quickly for big-picture principles.
- Case studies and examples — invite deeper analysis at your own pace.
- Structured “fields of study” — map out the disciplines behind investing success.
- Appendix and tools — for readers who want to dig even deeper, with exercises, models, and reference materials.
Whether you’re new to investing or an experienced market participant, this book gives you a repeatable framework to navigate uncertainty, manage risk, and recognize opportunity — in any market, at any stage of your investing journey.
Explore the Tools
Supplemental Materials by Chapter
Chapter 1 — The Mechanics of Money and Growth
Core concepts: Finance (time value, compounding, risk-free rate), macroeconomics (inflation), microeconomics (opportunity cost).
Resources:
Download:
Article:
Chapter 2 — Tracking Your Money
Core concepts: Accounting (balance sheet, income vs. expenses), managerial accounting & cash-flow management (bookkeeping, capital vs. consumption).
Resources:
Download:
Guide:
Chapter 3 — Turning Labor into Leverage
Core concepts: Entrepreneurship & small-business management, corporate finance (cost of capital, spread, leverage), operations (scaling, hiring, reinvestment flywheel).
Resources:
Worksheet:
Article:
Chapter 4 — Probability and Expected Value
Core concepts: Probability & statistics (EV, odds, independence vs. conditionality), decision theory, information theory (entropy reduction), risk management.
Resources:
Calculator:
Article:
Chapter 5 — The Crowd
Core concepts: Behavioral finance (herding, mania/panic), financial history (bubbles/crashes), macro/credit cycles, leverage dynamics.
Resources:
Case Study:
Guide:
Chapter 6 — Hidden in Plain Sight
Core concepts: Data literacy & empirical methods (finding signal), behavioral econ (attention biases), competitive strategy/market inefficiency.
Resources:
Worksheet:
Guide:
Chapter 7 — Risk, Diversification, and Learning to Love Small Losses
Core concepts: Portfolio theory (diversification, drawdowns), risk management, Kelly-style thinking/position sizing.
Resources:
Calculator:
Guide:
Chapter 8 — Life Lessons
Core concepts: Applied behavioral science, career strategy, meta-learning (systems, habits, feedback loops).
Resources:
Worksheet:
Article: