The Davem Investor Audit

A private 1-on-1 strategy session to identify what’s holding you back and design a clear, confident path forward.

Are you in control of your financial future?

You’ve read the investing books, watched the tutorials and maybe even taken a course or two.

And yet — you still don’t really have a plan.

Maybe you’re sitting on market gains and wondering now what?

Or experiencing FOMO because you’ve missed the big gains.

You follow market news but don’t really know what and when to buy.

If you’ve found an investing opportunity, you hesitate at entry points. Is this the right price?

The companies you’ve bought you sell too early or hold on to losses too long hoping they’ll recover.

You get nervous and react to headlines instead of trusting your process.

Information isn’t the problem. You have access to more data than professional fund managers had 20 years ago.

The problem is that no one has helped you build a process you actually trust — and called out the specific patterns that are costing you money.

The Davem Investor Audit is a focused, 90-minute 1-on-1 session designed to do what most investing education doesn’t: meet you where you are.

This isn’t a one-size-fits-all tutorial. It’s a conversation tailored to your challenges and your goals.

Before we meet, you’ll complete a short prep form so I understand your situation. You’ll also name one company you want me to analyze using my simple investing framework, the Davem Method.

On the call, we’ll identify any behavioral patterns that may be dragging your returns, discuss valuation tools you can actually use, and talk through when to buy and when to sell — using real examples I’ve prepared for you.

You’ll leave with clarity and confidence along with specific next steps for your investing journey.

WHAT YOU GET

The Session

  • A 90-minute 1-on-1 video call focused entirely on your challenges and opportunities

  • Personalized analysis of your current approach and what’s not working

  • Actionable recommendations you can implement immediately

  • Email recap with key takeaways after our call

You’ll also receive as a bonus: 

  • Stock Selection Simplified guide — My high-level framework for evaluating companies, delivered immediately upon booking so you can review it before our session

  • Davem Method Analysis — I’ll show you how I evaluate companies with my simple analysis. One file for a company you choose, one from my current watchlist. You get to keep them both.

  • One-year complimentary access to The Davem Club — my premium Substack community (a $200 value).

    This includes:   

    • 24/7 access to my full watchlist including fair value targets

    • Opportunity alerts

    • Community chat and live calls

All included at no extra cost!

WHO IS THIS FOR

This session is for you if:

  • You’re a serious investor who wants to confidently manage your own money 

  • You suspect behavioral patterns are costing you returns, but you’re not sure which ones or how to fix them

  • You want a repeatable system for valuing companies and making buy/sell decisions

  • You’re willing to do the work, but you want guidance on where to focus

  • You value straight talk over hand-holding

This session is NOT for you if:

  • You’re looking for predictions or hot stock tips

  • You want someone to tell you exactly what to buy and when (I’m not a financial advisor)

  • You’re not willing to examine your own behavior honestly

  • You think there’s a shortcut to building wealth in the market

WHY HIRE ME?

I’ve spent 20 years building a seven-figure portfolio from zero.

Not by finding secret stocks or timing the market perfectly. By developing a systematic approach to valuing companies, managing risk, and — most importantly — managing myself.

I’m also a certified performance coach. That’s not an accident. After years of investing, I realized that the biggest performance gap isn’t knowledge — it’s behavior. The hesitation. The second-guessing. The emotional reactions that override good analysis.

That’s why I built the Davem Method: a process that combines fundamental analysis with behavioral discipline. It’s simple. It’s repeatable. And it works — if you trust it.

I also write The Davem Dish, a newsletter for serious investors who want to cut through the noise and focus on what actually moves the needle. Following patterns not predictions.

I’m in! How do I book my session??

I’m launching this offer at a founder rate of $397 USD and sessions are limited. This rate won’t last forever, but right now I want to work closely with serious investors who are ready to do the work. You benefit by being early.

To book, follow the below BOOK NOW link, where you’ll select your booking time (via Calendly) and process your payment.

UPON BOOKING, HERE’S WHAT TO EXPECT:

  • Immediately, you’ll receive a confirmation email with a link to the Pre-Work including the Stock Selection Simplified Guide.

  • Complete the Pre-Work and tell me about your challenges and what you want to get out of our session.

  • We meet for 90 minutes of focused conversation. We’ll address your specific situation and build a clear action plan. Upon receiving your pre-work, it’s off to the races!

**Important Disclaimer: Completing the Pre-Work is required prior to our session to ensure we maximize our time together. If your Pre-Work isn’t submitted by the provided deadline, your session will be rescheduled or canceled with no refund.

AND MOST IMPORTANTLY…BE SURE TO CELEBRATE!!

You’re taking control of your financial future.

I’m honored to support your journey and I can’t wait to work with you!

Andrew

BOOK NOW!

  • No. You’re paying for my time, expertise, and the resources you’ll receive. I take this seriously, and I expect you to as well. If you’re not sure this is right for you, read through my Davem Dish newsletter archives first. You’ll know quickly whether my approach resonates.

  • No. I’m not a licensed financial advisor, and this session is educational, not financial advice. I’ll share my methodology, analyze companies using my framework, and help you identify patterns in your own approach. Any investment decisions you make are your own.

  • If you’re serious about learning and willing to do the work, we can have a productive conversation. That said, if you’re new to investing and never bought a stock before, you might want to start with my free newsletter, The Davem Dish, to build some foundation first.

  • Most investing “coaching” is really just stock-picking services in disguise. I don’t tell you what to buy. I help you build a process so you can confidently make those decisions yourself. The goal is to make you a better investor, not dependent on my picks.

  • We can discuss options after our first session if you want continued support. But you’ll walk away from a single session with enough clarity to make meaningful progress on your own.

Questions You Might Have

Disclaimer: The Davem Investor Audit is an educational service. Andrew Dempsey and Davem Advisors LLC is not a licensed financial advisor, broker, or investment professional. Nothing discussed in the session or documents provided as resources constitutes personalized investment advice. All investment decisions are made at your own risk.