Resources

Tutorials

DCF valuation explained step by step with bond and Nvidia example

Nearly all fundamentals-driven professional investors use valuation tools to identify and decide on their investment …

Investor tutorial: How to make a WINNING stock pick

Watch this video to understand the process of picking a winning stock using fundamentals. 📽️ TIMESTAMPS: 00:00 Three …

How to read a stock’s financials like an investment analyst

Watch this video to learn how to read a stock’s financial statements like a stock analyst. 📽️ TIMESTAMPS: 00:00 …

How to Estimate the Returns of a Business

Why incremental returns on the capital are most important for stock returns (part 1 overview) and how to estimate it …

Why Avoid Crypto Miner Stocks (Financial Statement Walkthrough)

Want to understand financial statements? Watch this video to see a line-by-line walkthrough of why crypto miner Riot is …

The Top Signs of a Valuable Business

I’ve been lucky to study companies as a Wall Street analyst for nearly a decade. Here are the 10 signs of a valuable …

How to Analyze an Earnings Release

Want to figure out a stock’s reaction after an earnings release? This is how I analyzed earnings releases as a …

Investor Tutorial: How To Do Initial Stock Research

Want to research a stock? This video shows you how to get up to speed on the stock fast. This is how I started the …

Strategy

5 things you need to succeed as an equity research analyst

Start work with a good night’s sleep. In finance, you are the product, whether in trading, banking, sales, or research. …

To Beat the Market, Invest in Less

In this article, you’ll learn why concentration is key to higher returns and how to do it safely for your portfolio. …

How to Research a Stock (Step-by-Step Fundamental Analysis)

In this article, I will show you the steps of fundamental analysis in equity research to analyze a stock. Fundamental …

How to Read a Stock’s Financials (Avoid Excessive Risk)

In this article, I will show how to read a stock’s financials so you can avoid excessive financial risk. …

Don’t Mix Fundamentals with Technicals (Why Price ≠ Value)

One of the primary mistakes I’ve made is mixing trading with investing. This article explains the difference between …

“What’s Your Top Stock Pick?” How to Identify a Stock Opportunity

Nearly all the best stock ideas share similar characteristics, and this article explains the framework to identify these …

Investing

Day in my life as an equity research analyst

00:00 Introduction 00:25 Start of day 02:25 Morning call 03:38 Earnings call 05:27 Client calls 06:40 Afternoon 07:00 …

Why GameStop’s Stock Exploded from an Investment Perspective

GameStop’s extraordinary rise in 2021 captivated the world’s markets. It marked a new generation’s stock market. The …

Why I Left Wall Street to Teach Investing

My first taste of finance was in Hong Kong, where I grew up. The most successful people were bankers and traders. They …

Why Picking Your Own Stocks Can Improve Your Portfolio

Life is more than average. The prevailing wisdom is that no one can beat the market. After all, only one-third of …