Hess Group Investment Blog – Lessons for Luca and Lili
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Invest Like a Professional.
No Shortcuts.

A step-by-step course in value investing — built on the same methods used by professional analysts, explained so that anyone willing to do the work can understand and apply them.

Earnings whisper truth— Price dances with hope and fear, Value hides in the mist.

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"A business is worth the cash it will generate in the future — discounted back to what those future dollars are worth today. Everything else is just making that idea precise."

— Jim Hess  ·  Written for Luca and Lili, and anyone ready to learn.

Clear. Honest. Built to Last.

No jargon, no get-rich-quick schemes. Just the timeless principles behind building real wealth.

What's in the Course

Seven series, each covering one topic completely from the ground up. Start with The Rules — the philosophy that makes every other approach work.

Series 1

The Rules

Before strategy comes philosophy. Six principles that apply to every form of investing — the discipline, patience, and process that determine whether any approach succeeds or fails.

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Series 2

Intrinsic Value

What a stock is actually worth and how to calculate it — step by step, from financial statements to a final number. The foundation everything else builds on.

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Series 3

Growth Investing

How to identify companies growing fast enough that today's high price becomes tomorrow's bargain — and how to tell real growth from the kind that doesn't hold up.

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Series 4

The Peter Lynch Approach

Peter Lynch ran one of the most successful funds in history. This series turns his framework into a repeatable scoring system for growth quality, financial safety, and management discipline.

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Series 5

The Bogle Method

John Bogle invented the index fund and changed investing forever. His case for simplicity is backed by decades of evidence — and the ETFs that put it into practice.

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Series 6

Warren Buffett's Advice

What the world's most famous stock-picker actually tells everyday investors to do — and the specific ETFs he recommends for people who don't want to pick individual stocks.

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Series 7

Getting Started

The practical side: opening a brokerage account, understanding index funds, and building your first portfolio. The right place to begin if you're brand new to investing.

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The Hess Group Portfolio

A curated, actively managed selection of value-oriented stocks — with full research notes and ongoing commentary. Available to members.

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