Nearly all fundamentals-driven professional investors use valuation tools to identify and decide on their investment decisions. The discounted cash flow (DCF) is one of the most important methods to assess the value of a stock or any investment. It’s a critical investment skill that you can use for your career and portfolio. This post will …
Watch this video to understand the process of picking a winning stock using fundamentals. 📽️ TIMESTAMPS: 00:00 Three factors to analyze a stock 00:25 MSCI case study 03:31 The signal 07:54 The psychology 10:48 The valuation 13:36 Ideal setup 15:06 When to sell 16:46 New setup
Watch this video to learn how to read a stock’s financial statements like a stock analyst. 📽️ TIMESTAMPS: 00:00 Introduction 00:33 Income Statement 14:09 Balance Sheet 23:21 Cash Flow Statement 30:50 Returns 34:03 Summary 35:08 Next Steps
Why incremental returns on the capital are most important for stock returns (part 1 overview) and how to estimate it with a model (part 2 example) plus a key profit metric that’s not well-known!
Want to understand financial statements? Watch this video to see a line-by-line walkthrough of why crypto miner Riot is a destroyer of shareholder capital.
I’ve been lucky to study companies as a Wall Street analyst for nearly a decade. Here are the 10 signs of a valuable stock!
Want to figure out a stock’s reaction after an earnings release? This is how I analyzed earnings releases as a Wall Street analyst. You will learn to analyze a company’s earnings release so you can: Anticipate the stock’s reaction after the release. This will help you identify trade opportunities or make buy/sell decisions for your …
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 fundamental research process as a Wall Street analyst. You’ll learn the critical sources of information (and how to use them), so you can: Understand the business, the financial targets, and …