• Skip to main content
  • Skip to header right navigation
  • Skip to site footer

Henry Chien

  • About
  • Articles
  • Book
  • Course
  • Contact
  • FREE WORKSHOP →

Investor Tutorial: How To Do Initial Stock Research

Written by: Henry Chien | Tutorials

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 investor expectations. These help you decide if there is a potential investment opportunity.

  • 00:00 Introduction
  • 00:27 Investor presentation
  • 05:03 10K annual filing
  • 08:01 Earnings release
  • 09:41 Earnings call
  • 10:56 Summary

Hi, I’m Henry!

Educator, Author

I am a stock analyst with 10 years experience from Wall Street. I’m here to help you learn to pick stocks so you can increase your risk-adjusted returns, and achieve your financial goals faster.

SIGN UP FOR A FREE WORKSHOP

Read Next:

5 things you need to succeed as an equity research analyst

DCF valuation explained step by step with bond and Nvidia example

Day in my life as an equity research analyst

How a professional investor picks stocks (w/Michael Lasota)

Investor tutorial: How to make a WINNING stock pick

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

Nursing to Financial Freedom: 6-year Stock Market Success Story (Interview)

Interview with Kathie Stamps: Writing for the Investment World

How to Estimate the Returns of a Business

Why Avoid Crypto Miner Stocks (Financial Statement Walkthrough)

The Top Signs of a Valuable Business

How to Analyze an Earnings Release

MORE RESOURCES →

Reader Interactions

Trackbacks

  1. "What's Your Top Stock Pick?" How to Identify a Stock Opportunity - Henry Chien says:
    August 11, 2023 at 4:20 pm

    […] can learn to pick a stock using these three steps. That’s not to say learning this framework came easy for me. This […]

  2. The Difference Between Trading and Investing (Why Price ≠ Value) - Henry Chien says:
    August 17, 2023 at 8:45 pm

    […] about: 1) how the business makes money and 2) what its earnings could be over the next few years. This is how you evaluate the business […]

  3. How to Read a Stock's Financials (Avoid Excessive Risk) - Henry Chien says:
    August 25, 2023 at 10:18 am

    […] You can spot this risk by reading the financials. It’s essential for stock research. […]

  4. How to Research a Stock (Step-by-Step Fundamental Analysis) - Henry Chien says:
    September 1, 2023 at 3:35 pm

    […] largest investors, like Citadel and Fidelity. Your portfolio and career can benefit when you use fundamental research skills to pick (or recommend) stocks with higher potential risk-adjusted […]

Sidebar

About the Author

Henry Chien was an equity research analyst at BMO. His research has been highlighted in globally respected periodicals, including The Financial Times, Barron’s, and Institutional Investor. He is a CFA charterholder and a graduate of Brown University.

Click Below to Sign Up for a Free Workshop

Archives

  • October 2024
  • September 2024
  • August 2024
  • March 2024
  • September 2023
  • August 2023
  • February 2022
  • January 2022
  • September 2021

Categories

  • Interviews
  • Investing
  • Strategy
  • Tutorials

Learn the 3 secrets of picking stocks successfully

SIGN UP FOR A FREE WORKSHOP

Copyright © 2025 · Henry Chien · All Rights Reserved · Privacy Policy · Terms and Conditions

Twitter · LinkedIn · YouTube · InsTAGRAM