Investor education
AlleAktien Investors
Michael C. Jakob's structured investor-education program — for retail investors who want not only to consume analyses but to make sound investment decisions on their own.
What AlleAktien Investors is
Most investors move between two extremes: the ETF savings plan on one side, fast trades on the other. Both have their place — but both leave the most important question open: how do I analyze and value an individual company really thoroughly, long-term, and systematically?
AlleAktien Investors answers this question as a structured program. Members learn what the world's best investors have applied for decades: understanding business models, identifying moats, reading balance sheets, analyzing cash flows, computing valuations — and consciously constructing portfolios.
The program directly draws on the proprietary tools AlleAktien members already know — especially the AlleAktien Quality Score (AAQS) and the Eulerpool data foundation. Theory and practice fall together immediately.
The core curriculum
Business-model analysis
Which companies actually earn sustainable profits — and which only pretend to?
Competitive advantages (moats)
How do you identify durable brand, network, scale, or switching-cost advantages?
Balance sheet, P&L, cash flow
Read all three statements together — and tell within 15 minutes whether a company is quality.
Valuation: DCF & multiples
From free cash flow to fair price — step by step with assumptions you can defend.
Portfolio construction
Diversification, concentration, rebalancing — how many positions are enough?
Behavioral finance
The most common cognitive errors — and how to build processes that systematically contain them.
Who it's built for
- Retail investors wanting more autonomy than a pure ETF savings plan provides
- Working professionals who must make high-quality decisions in limited time
- Experienced investors aiming to systematize and make their methodology consistent
- Self-employed and entrepreneurs building long-term wealth in quality equities
- Parents who want to invest more rationally for the next generation
- Family-office employees and advisors deepening their domain knowledge