Free course

Read a company before you buy it

Seven short lessons on sizing up a business from its own filings, earnings calls, and annual report. No jargon, no hype, and no buy-or-sell calls.

Open it on a free account and the seven quizzes earn you credits to run real reports — plus a 500-credit bonus if you later go paid.

Two ways to take it

Same seven lessons, your pace. Read them in your inbox, or open the full version on a free account.

By email

The lessons, in your inbox

One short lesson at a time, paced so it sticks. No account needed — just an email address, and you can unsubscribe from any lesson.

You get: the seven lessons by email.

By signing up you agree to receive the course by email. Unsubscribe anytime.

On a free account

The full course, plus the tools

Everything in the email track, with the quizzes, your progress saved, and credits to put the lessons to work.

  • Quizzes that check what stuck, with unlimited retries
  • About 150 credits when you finish all seven — enough to run real reports
  • A 500-credit bonus if you later move to a paid plan
  • Your progress saved, so you can read ahead or pick up where you left off

You get: the lessons, the quizzes, credits to run real reports, and a 500-credit bonus if you later go paid.

What you will learn

Seven lessons, each tied to a part of a real Taufolio report.

  1. Lesson 1Most research is just noiseSoft analysis before the spreadsheet — check the business and its lifecycle before a low price talks you into anything.Read the related article
  2. Lesson 2What does this company actually do?The first question is the simplest and the most skipped: what the business does and where the profit really comes from.Read the related article
  3. Lesson 3The moat and the life stageA moat keeps rivals out, but a wide moat around a business in decline is still a business in decline — check both at once.Read the related article
  4. Lesson 4The earnings call: content and toneAn earnings call has two layers — the content and the tone — and the tone only means anything when you read it across a year, not one quarter.Read the related article
  5. Lesson 5The sources investors skipThe best source is free and almost nobody reads it — the real risks hide in the filing, not the headline.Read the related article
  6. Lesson 6One opinion can be wrongA single model — or analyst — is a hypothesis, not a verdict. Use disagreement on purpose.Read the related article
  7. Lesson 7Staying current without doomscrollingStaying informed is a boring habit on a cadence, not a panicked refresh — watch the few things that move a business and let your portfolio do the watching.Read the related article

A look inside

Here is how the course opens.

Sample lesson

Welcome to Taufolio Academy

Compound interest is the eighth wonder of the world. The seventh is anyone who reads a 10-K cover to cover voluntarily. This course is me quietly fixing the second problem for you, one short email at a time.

Start with this lesson

Why take it here

The same approach behind every Taufolio report — primary sources, not gurus.

Grounded in the real sources

Filings, earnings calls, and annual reports — the documents the company files itself, not someone's hot take.

Important claims are cited

The reports the course teaches you to read link important statements back to their sources, so you can check the work.

No buy-or-sell calls

The course teaches you how to weigh a business, not which ticker to chase. The verdict stays yours.

Questions

Is it really free?
Yes. The lessons are free by email or on a free account. Finishing the quizzes on an account earns you credits, and there is no card required to start.
What is the difference between the email track and an account?
The email track sends you the seven lessons to read. A free account adds the quizzes, saves your progress, and earns you credits to run real reports.
How do the credits work?
Finish all seven quizzes on a free account and about 150 credits land in your workspace — enough to run real reports. Move to a paid plan afterwards and you get a 500-credit bonus on top.
How long does it take?
Each lesson is a short read. Take one a day by email, or read ahead on your account — there is no clock and no deadline.

Start with one company

Take the first lesson now, or have it land in your inbox. Either way you finish able to read a business from its own filings — and defend why you own it.

Taufolioτaufolio

A company research hub for individual investors. Track companies, get automated portfolio reviews, and read cited reports grounded in filings, annual reports, and earnings calls.

Legal

© 2026 Taufolio. All rights reserved.

This report was generated or assisted by AI and may contain errors, omissions, outdated information, or unsupported conclusions. Reports, ratings, and any buy/sell/hold or bullish/bearish markers are research stance indicators only — they do not constitute investment advice, a personal recommendation, or an inducement to transact. You are solely responsible for verifying all information against primary sources before relying on it.