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Occam's Investing

Occam's Academy

Learn to value stocks with the AI tools you already have.

A free, growing library of practitioner classes — grouped by level — on using the AI tools you already have to run your own forensic stock valuations. New courses roll out over the coming weeks, beginner first.

What this is

Practitioner-grade instruction on using Perplexity, Claude, and Gemini Flash to run real stock valuations on your own. Each course teaches one technique end to end — a research workflow, a valuation model, a way to resolve conflicting outputs.

What this is not

A walkthrough of how Occam's Forensic Jury works internally. The methodology is proprietary; the Academy teaches the underlying skills so you can build your own analytical discipline.

Course library

Grouped by level. Start anywhere in Beginner — later levels assume the fundamentals from the earlier ones.

Beginner
101Beginner

Forensic Financial Analysis for Value Investors

Teaching students to use Perplexity as a research co-pilot — without surrendering judgment to the machine. Covers the forensic mindset, the three lies of GAAP earnings, the Divergence Razor, the Cash-Based Rule of 40, the Zombie Death Clock, sector-adjusted valuation, and the Ticker-to-Thesis 60-minute workflow.

By the end, you can read a 10-K confidently, run a real ticker through the forensic discipline, and tell the difference between a company that earns its cash and a company that engineers it.

Tool: Perplexity
Live now
102Beginner

Discounted Cash Flow (DCF) Models

A company is worth the cash it will produce. Build a discounted-cash-flow model from the ground up: the five building blocks — forecast free cash flow, discount rate, terminal value, present-value mechanics, and model structure — then a worked five-year DCF in a structured spreadsheet.

By the end, you can run a five-year DCF on a single company, source every input with Perplexity under cite-or-verify discipline, and defend each assumption you used to get there.

Tool: Perplexity
Live now
Intermediate
201Intermediate

Deeper DCF with Claude — WACC & Reverse DCF

Step beyond a stated discount rate. Use Claude to derive the weighted average cost of capital, then run a reverse DCF to see the growth the market is already pricing in. Revenue growth assumptions, terminal value, sensitivity tables — and where each one hides its weak points.

By the end, you can defend your discount rate from first principles and read what a stock price implies about the future.

Tool: Claude
Coming soon
Advanced
301Advanced

Resolving Model Conflicts with Gemini Flash

When your DCF says one thing, peer comparison says another, and the qualitative read says a third — you have a verdict problem, not a math problem. Learn to use Gemini Flash as an independent arbiter that can stress-test conflicting outputs, surface which assumption is doing the load-bearing work, and write a tight summary you would be willing to defend.

By the end, you can resolve cross-model disagreement instead of papering over it.

Tool: Gemini Flash
Coming soon
More to come

Future levels expand into 401-series workflows: sector-specific routing, earnings-call hedging detection, kill-criteria automation, and applying the discipline at scale. Subscribe to the newsletter on the homepage to be notified as each course launches.