Services & Offers
The Value Investing Playbook is the foundation. It gives you the complete framework and simple workflow I personally use — from saver to analyst to storyteller — so you can start making calm, rational investment decisions on your own.
For those who want more support after reading the Playbook, I also offer a small number of personalized services. These are designed for busy people who would like either a ready-made analysis of a specific company; or direct guidance to apply the framework faster and with more confidence.
Here’s what I currently offer:
1. Security Valuation – US, Canada, Japan
I run a full Playbook analysis on the company you choose and deliver a clear, easy-to-read report with my fair value estimate, margin of safety price, and a simple “Buy / Hold / Wait” recommendation.
2. Security Valuation – Europe
The same full analysis as above, but priced slightly higher because European companies often require extra work with different reporting standards and currencies.
3. Security Valuation – Rest of World
A complete Storyteller report for companies listed anywhere else in the world. These take the most time due to language, accounting differences, and data availability.
4. Educational Mentoring (1-on-1)
A relaxed video call where we go through any part of the Playbook together. We will leverage AI and the latest technology to accelerate your learning. I will show you my personal workflow — how to find reliable sources, use AI effectively, and arrive at rational, confident conclusions. You can bring your own company, ask questions about valuations, or learn how to use the Excel templates step-by-step. Ideal if you want personal feedback and faster progress.
5. Stock Options Educational – Value Investing Style
In this private 1-on-1 video call, I teach you how to understand and use stock options as a more advanced and slightly riskier strategy — but always firmly within the calm, rational value investing approach from the Playbook.
Many people don’t know that Warren Buffett himself and seasoned value investors regularly use options. The goal is simple: generate extra weekly cash flow from stocks you already own, so you can pile it up and buy wonderful companies at the right margin of safety when the market presents the opportunity — especially in overheated times.
We focus on conservative, cash-backed strategies such as covered calls and cash-secured puts. Everything is shown hands-on, first with paper money and later with real money on Charles Schwab broker platform (Thinkorswim) and Interactive Brokers (Trader Workstation — TWS).
6. Financial Education at Schools or Universities
I strongly believe young people should learn these principles early. If you are a teacher, school, or university and would like a guest talk about the Algebra of Wealth or basic value investing, I am happy to come and speak for free (just cover travel if I need to come in person).
If something here feels like the right next step for you, feel free to reach out to me on LinkedIn (Bostjan Bastian Ciperle) — I usually reply within 24h.
And, as always, an important DISCLAIMER...
I am not a licensed financial advisor, fiduciary, or certified investment professional. All valuations and mentoring are for educational and informational purposes only. They are not personalized investment advice. You are always responsible for your own decisions and should do your own research or consult a qualified advisor before buying or selling any security.
Warm regards,
Bastian