📦 Module 1: The Foundation – Why Buy Value?

🎯 Objective: Understand what value investing is, how price differs from value, and why we focus on micro- and mid-cap stocks.

🧩 Lesson 1.1 – What Is Value Investing?

Purpose: Introduce the concept of buying something for less than it’s worth.
Key Idea: We don’t chase hype — we buy solid businesses at a discount.
Includes:

• Explanation using simple analogies (e.g. buying a £50 toy for £20)
• Visual or checklist: “How Value Investors Think”
• Short quiz: “Price vs. Value: What’s the Difference?”

🧩 Lesson 1.2 – Price vs. Value

Purpose: Clarify the core distinction between what something costs vs. what it’s truly worth.
Key Idea: Price is what you pay. Value is what you get.
Includes:

• Real-world examples (e.g. coins, second-hand cars, discounts)
• Reflection: “Have you ever bought something that was a good deal? Why?”

🧩 Lesson 1.3 – Why Micro & Mid-Caps?

Purpose: Explain why smaller companies can be smarter investments for beginners.
Key Idea: Micro and mid-cap stocks are often overlooked — which creates opportunity.
Includes:

• Chart/graphic: “Micro vs. Mid vs. Large Cap”
• Analogy: Small businesses that grow fast vs. big ones that have already “made it”
• “Spot the Value – First Impressions” sheet to pick two companies to explore

🧩 Lesson 1.4 – What We Look for as Value Investors

Purpose: Introduce the basic checklist that guides every value investor’s mindset.
Key Idea: We want profitability, cash, low debt, and long-term growth potential.
Includes:

• Teaser of what’s coming in Module 2 (The Quality Checklist)
• Download prompt: “Get your ‘Spot the Value’ worksheet here”

🧩 Lesson 1.5 – Assignment: Spot the Value

Activity:

• Pick 2 real companies you’ve heard of
• Look up what they do, how well-known they are, and whether they seem undervalued or overhyped
• Use the worksheet to record your findings

🧩 Lesson 1.6 – Mini Quiz: Test What You’ve Learned

Purpose: Reinforce key takeaways and build early confidence
Includes:

• 5 multiple choice questions

🧩 Lesson 1.7 – Recap & What’s Next

Purpose: Tie the lessons together and prepare learners for the next module
Key Message: Now that you understand why we buy value, next you’ll learn how to spot the best companies.
Includes:

• Short checklist: “What you should now understand…”