How We Got Here
Back in 2019, I was working at a mid-sized investment firm
when the market got really choppy. Clients kept asking about the "next big thing" while
their portfolios were bleeding money from speculative bets.
That's when we realized something important. Most people
had never learned to read financial statements properly. They could spot a trending stock
but couldn't tell if a company was actually profitable.
So we started small – weekend workshops for friends and
colleagues. Word spread, and by 2023 we had helped over 200 people understand the
fundamentals of company valuation.
2019
Started noticing gaps in financial literacy among retail investors
2021
Launched first structured course on ratio analysis
2023
Expanded to comprehensive fundamental analysis program
2025
Now serving Vietnam market with practical education approach