Stream V is architected to become Lodestar Media's highest-earning division by Year 3, scaling from a lean founding-cohort launch to a diversified, largely automated education suite generating $100K+ annually.
Revenue Driver Mix (Year 3): Tier-1 Evergreen (~$20K) · Tier-2 Courses (~$25K) · Tier-3 Cohorts ($30K) · Master Bundle ($10K) · B2B Licensing ($15K+). Margin profile: 70–80% after platform fees and instructional production costs. No physical inventory; nearly all revenue is recurrent or recurring.
Every student enters at their skill level and is guided upward. The architecture ensures each tier creates natural desire for the next — and that the Tier-3 cohort price point is psychologically earned, not assumed.
| Tier | Format | Price | Audience | Deliverable | Platform |
|---|---|---|---|---|---|
| Fundamental | Self-Paced Video Course | $197 – $297 | Beginners; retail investors; students | Concept quiz + 1 mini-model worksheet | Teachable / Udemy |
| Intermediate | Project-Based Course + Live Q&A | $497 – $997 | Self-directed investors; analysts (0–2 yrs) | Completed financial model + peer review | Kajabi / Circle |
| Premium Cohort | Live 8-Week Bootcamp + 1:1 Review | $2,997 – $4,997 | Career changers; junior analysts; serious HNW | Full initiation report + presentation to cohort | Kajabi + Zoom + Circle |
4,000–8,000 enrolled students. Ends with CTA: "Ready to build a real model? Join Lodestar Fundamental." Captures email. Proven concept-of-value before asking for money.
10 modules. RSI, MACD, Bollinger Bands, Volume Profile, Fibonacci, Chart Patterns. Student builds a personal "Trading Playbook." End of course: "Your playbook is useless without a stock-picking system — here's Tier 2."
12 modules. Income statement teardown, 3-statement model in Excel, valuation (DCF + Comps), sector frameworks. Student selects a real company and builds a working model. Peer cohort review via Circle. Bridge to Tier 3: students who complete a model that shows real conviction are invited to apply for the Bootcamp.
8-week live program. Students produce a full institutional-grade initiation report, present to cohort + guest reviewers, receive 1:1 model critique, and leave with a Lodestar Certification and portfolio piece. Max 20 seats per cohort — scarcity is a feature, not a constraint.
Porter's Five Forces, TAM/SAM/SOM analysis, 3-year revenue history annotation. Students submit a 2-page "Bear Thesis" and a 2-page "Bull Thesis" — instructor-reviewed.
Linked IS/BS/CF in Excel with base/bull/bear scenarios, revenue drivers (KPIs), margin build, and working capital schedule. Benchmarked against a Bloomberg consensus model as a grading rubric.
WACC derivation, terminal value sensitivity table, LTM Comps table (8+ peers), football field chart. Price target with 12-month horizon and explicit catalyst list.
10–14 pages in Lodestar house style. Executive summary, investment thesis, risk matrix, ESG considerations, and appendix. Formatted to replicate a sell-side initiation note.
10-minute live presentation + 10-minute Q&A from peers and instructor. Video recorded. Strongest presentations are published (with student consent) as Lodestar "Featured Research" — the ultimate social proof asset.
Digitally issued, LinkedIn-shareable, with unique credential ID verifiable on lodestar.com. Students leave with a PDF report, Excel model, and a recorded presentation — a tangible career portfolio piece that justifies every dollar of the $4,997 price.
All models use NYSE/NASDAQ-listed equities. Case studies drawn from Lodestar's own published research (NVDA, AAPL, GOOGL, AMZN). Priced in USD. Hosted on Kajabi with Circle community.
This is not a direct translation. Key structural differences require full adaptation:
Strategic note on the Chinese track: Launch the English track first, validate the curriculum with a beta cohort, then commission the Chinese-market adaptation in Year 2. Use Lodestar's existing bilingual brand authority (Sida's cultural fluency is a genuine competitive moat here) and target the large, underserved overseas Chinese investor community — particularly in the US, Canada, and Southeast Asia — who want institutional-grade education but prefer to learn in Mandarin.
A 30-day pre-sell campaign that generates revenue before a single lesson is recorded. The goal: 50–100 founding members at 40% off, validating price points and funding production costs while building the "Wall of Love" social proof machine.
Format: Carousel post, 8 slides.
Slide 1: "Most investors skip this. A 5-line DCF check that takes 10 minutes and tells you whether a stock is worth your time."
Slides 2–8: Walk through each step with real numbers from a Lodestar report. Final slide: "I'm building a full curriculum around this. Join the list 👇"
Format: Image thread, 6 tweets.
Tweet 1: "I flagged this setup 3 weeks before the breakdown. Here's the exact chart and what I was seeing (thread)." Real chart, real dates, real outcome. Final tweet: "This is what I teach in TA-101. Course opens [date]."
Format: Text post with 5 bullet points.
Opens with a credibility claim rooted in Lodestar's research output. Lists 5 specific, non-obvious model quality markers. Ends: "I've codified everything into a 12-week curriculum. Early access list below."
First cohort is live via Zoom (8 sessions × 90 min). This is not a production constraint — it is a deliberate strategy. Live delivery enables:
Post-cohort (within 60 days):
Lodestar Media's multi-stream architecture is the core commercial advantage. Each product line amplifies the others. The Master Bundle collapses the purchase decision from "which product" to "of course I want all of it."
Standalone value: $39–$49. Inside the bundle: full institutional methodology, written by a practitioner. Serves as the "intellectual anchor" — students read it as course pre-work. Provides narrative cohesion.
Standalone value: $197. Includes: 3-statement model, DCF template, comps table, sector KPI tracker, macro dashboard, options payoff calculator, and 6 others. Positions as the "toolkit" students use during Tier-2 course.
Standalone value: $997. The anchor product in the bundle — the primary purchase decision. Book and templates serve as "upgrades" that multiply the course's value and application.
Bundle Pricing: Individual sum: $39 + $197 + $997 = $1,233 Master Bundle Price: $797 – $1,297 Perceived savings: 35–45% Margin preserved because templates and book have near-zero marginal cost. The bundle should be marketed as "the complete system, not three products." Use a single landing page with a single price. No itemized breakdown visible at point of purchase — only outcomes.
| Bundle Variant | Included | Price | Best For |
|---|---|---|---|
| Starter Bundle | Book + Template Suite | $197 | Udemy upsell; early funnel; gift purchase |
| Core Bundle | Template Suite + Tier-2 Course | $797 | Primary Bundle offer; highest conversion rate |
| Master Bundle | Book + Templates + Tier-2 + Community (1 yr) | $1,297 | Maximizing revenue per customer; serious buyers |
| Platinum Bundle | All above + Tier-3 Bootcamp seat | $4,997 | All-in commitment; career-change motivated buyers |
These are priced at $14.99–$24.99 on Udemy. They will reach 10,000–50,000 students over 3 years. Each course ends with an explicit CTA and a QR code/link to a Lodestar landing page offering a free upgrade kit.
These create the revenue. Never give away your best work for free — only give away enough to prove you have it.
Udemy Funnel Math: 20,000 Udemy students over 3 years → 4% click Lodestar CTA (800 visitors) → 8% convert on Tier-1 ($197) = 64 sales × $197 = $12,608 from Udemy traffic alone, before any upsell to Tier-2 or Tier-3. Udemy is not a revenue stream — it is a paid acquisition channel where Udemy funds the advertising.
The highest-leverage, lowest-volume revenue stream. A single corporate license deal at $10,000 can outperform 50 individual course sales. Target: 3–5 institutional clients by Year 3.
Problem: Junior staff (analysts, associates) lack institutional-grade modeling skills. Upskilling via Lodestar is cheaper than hiring a trained analyst. License: $8,000–$15,000/yr for 10–25 seats. Decision-maker: Managing Partner / CIO. Pitch angle: "Turn your junior staff into analysts — without losing them to training programs."
Problem: Academic curriculum is theoretical; students lack marketable skills. License: $2,500–$5,000/yr for 30–50 students. Decision-maker: Faculty advisor or club president (budget approval through dean). Pitch angle: "Give your members the skills that get them hired." Benefit: high volume, brand visibility, alumni pipeline.
Chinese-American investment clubs, diaspora family offices, and professional associations (e.g., Chinese Finance Association). Bilingual content is a unique competitive moat. License: $3,000–$8,000/yr. Decision-maker: Chapter president or education committee. Pitch: only bilingual institutional education platform of this kind.
A phased release strategy that prevents overcommitment in Year 1, builds evergreen momentum in Year 2, and achieves full catalog diversification — including B2B and bilingual streams — by Year 3.
Hosts all Tier-2 and Tier-3 content. Built-in email marketing, landing pages, funnels, and payment processing. Single dashboard for all revenue. $199/mo Growth plan adequate for Year 1–2. Upgrade to Pro ($399/mo) for Year 3 when affiliate program scales.
Houses the Lodestar student community, alumni network, and peer-review groups. Integrates with Kajabi via SSO. Paid tiers: $49/mo for community-only membership (standalone revenue stream). Discord backup for trading/chart discussions (free tier).
Teachable for Tier-1 standalone sales (lower platform fee for entry-level). Udemy for mass lead-gen. All Udemy students are funneled to a Kajabi landing page via in-video CTAs and course description links.
Zoom for live cohort sessions and Q&A calls. Loom for async feedback on student models (screen-record walkthroughs of student Excel submissions — high perceived value, low time cost). Replays uploaded to Kajabi within 24 hours.
Kajabi native email for purchase-triggered sequences. ConvertKit for broader list management, segmentation by track (TA / ER / Macro / RE), and behavioral tagging (e.g., "watched DCF video" → trigger upsell email). Target list size: 5,000 by end of Year 2.
企业微信 (WeCom) for Chinese cohort management. Bilibili or a dedicated subdomain for Chinese course hosting. Alipay + WeChat Pay for Chinese market payments. 小红书 (Xiaohongshu/RED) for Chinese social proof posts targeting overseas Chinese investors.