Valuation Tools Library
Version 1.0 — Last Updated: February 7,2026
*Latest Update: PGY FCF & SOTP, Uber Updated FCF Model
Welcome to the Fundamentally Sound Valuation Tools Library. This is where I share the tools and raw models used in my research.
I believe that conviction is built through the work. These models aren’t meant to give you “the answer” - they are designed to help you test your own assumptions and scenarios.
All of my calculations are estimates, intended to provide general guidelines for my personal decision-making. I hope you find them helpful.
This Tool Library will be continually updated with additional valuation tools and models.
The below tools are for paid subscribers.
As a paid subscriber, you get immediate access to:
Company-Specific Models: The raw models for UBER, SEZL, STNE HIMS, and more.
Base Valuation Templates: My Simple DCF and EPS Multiplier models.
Strategic Trackers: Tools to track and manage your portfolio allocation.
Upcoming Live Trackers: I am currently finalizing a Live Google Sheets Portfolio Tracker so you can see my allocations and buy price targets in real-time.
⚠️ Final Call for Legacy Pricing ⚠️
To support the expanding time commitment of this research and the data costs of these tools, the subscription price is moving to $9.99/mo ($99.99/yr) on February 1st.
Join the Bestseller Fundamentally Sound community that has been on the Rising in Finance list for over 3 weeks. Subscribe today to unlock the full library and lock in the $5.99 rate forever.