Company Evaluation

Breaking down Wall Street jargon, strategies and concepts into plain english explanations for retail investors

How to Manage Risk When Investing in the Stock Market

How to Manage Risk When Investing in the Stock Market

Identifying risk management, the types of financial risks, how to strategize, and the reward of risks
Investing Basics Stocks Risk Management Minimized Losses Portfolio Diversification Risk Assessment Risk Reward Volatility Investment Strategies Stock Trading Performance Forecast Portfolio Exposure Company Evaluation Financial Statements Reduced Risk Investment Reward Projected Results Strategic Growth
What Are the Rights of a Shareholder and What Is Their Role?

What Are the Rights of a Shareholder and What Is Their Role?

Assessing the significance of shareholders, evaluating their role, and an understanding of their rights
Investing Basics Stocks Shareholders Rights Stock Ownership Company Control Investment Reward Equity Shareholders Preference Shareholders Company Decision-making Investment Strategies Public Corporation Company Evaluation Financial Analysis Financial Statements
What Is Peer Comparison and How Do You Compare Stocks to Peers?

What Is Peer Comparison and How Do You Compare Stocks to Peers?

An understanding of peer comparison, how stocks are compared, and key ratios to remember
Investing Basics Stocks Peer Comparison Equity Analysis Financial Analysis Technical Analysis Financial Ratios Investment Strategies Portfolio Investment Quantitative Analysis Qualitative Analysis Company Evaluation Risk Assessment
The Most Important Ratios for Stock Analysis and Why They Are Useful

The Most Important Ratios for Stock Analysis and Why They Are Useful

An introduction to financial ratios, why they’re useful, and an overview of each ratio, and its calculation
Investing Basics Stocks Financial Ratios Earnings Per Share P/E & PEG Ratios Return on Equity Debt-to-Capital Ratio Interest Coverage Ratio Enterprise Value Operating Margin Quick Ratio Company Evaluation Financial Statements Financial Analysis
What Is Portfolio Rebalancing and How Does It Work?

What Is Portfolio Rebalancing and How Does It Work?

An introduction to portfolio rebalancing, how it can be rebalanced, how often it can be rebalanced, and the various ways to rebalance your portfolio
Investing Basics Stocks Portfolio Rebalancing Asset Allocation Restoration and Maintenance Portfolio Exposure Risk Shielding Portfolio Holdings Company Evaluation Market Impact Public Corporation Portfolio Investment Financial Asset
Short Selling: What Is It, Why Is It Done and How Does It Work?

Short Selling: What Is It, Why Is It Done and How Does It Work?

An introduction to short selling stock, how it’s done, why it’s done, and evaluating its impact in the market
Investing Basics Stocks Short Selling Stock Prediction Downside Risk Forecasted Performance Hedge Funds Company Evaluation Brokerage Company Volatility Investment Strategies Stock Trading Performance Forecast Investment Manager
Stock Buybacks: What Is It and What Are the Benefits?

Stock Buybacks: What Is It and What Are the Benefits?

Understanding stock buybacks, how it works, why companies choose to repurchase shares, and its benefits and drawbacks
Investing Basics Stocks Stock Buyback Repurchasing Shares Tender Offer Open Market Company Reinvention Company Evaluation Investment Returns Stock Market Common Stock Preferred Stock Investment Strategies Public Corporation Financial Statements Market Value
Beta in Stocks: What Is It and How Is It Calculated?

Beta in Stocks: What Is It and How Is It Calculated?

An introduction to Beta, how it operates, how it’s calculated, and its effectiveness in risk evaluation
Investing Basics Stocks Risk Assessment Stock Volatility Mutual Fund Forecasted Report Company Evaluation Technical Analysis Performance Forecast Market Fluctuation
What Is an Institutional Investor? and What Are the Different Types?

What Is an Institutional Investor? and What Are the Different Types?

Understanding who institutional investors are, their role in the market, their benefits, and the various types
Investing Basics Stocks Investment Manager Mutual Fund Index Fund Asset Manager Stock Trading Stock Market Stock Investment Investment Strategies Company Evaluation Portfolio Investment
What Are Hedge Funds? and What Are the Different Types?

What Are Hedge Funds? and What Are the Different Types?

An introduction to hedge funds, their strategies, benefits, and how they operate
Investing Basics Stocks Hedge Funds Fund Managers Capital Management Asset Classes Asset Manager Portfolio Investment Sustainable Investing Investment Advisor Investment Strategies Company Evaluation Strategic Growth
Fractional Investing: What Is It and What Are the Benefits?

Fractional Investing: What Is It and What Are the Benefits?

An introduction to fractional shares, how they’re traded, evaluating their benefits, and how to invest in them
Investing Basics Stocks Fractional Shares Stock Split Brokerage Company Share Portions Portfolio Diversification Investment Strategies Investment Returns Investment Budget Strategic Growth Company Evaluation
What Happens When a Public Company Is Acquired?

What Happens When a Public Company Is Acquired?

An understanding of acquisitions, why they take place, how it affects stock, and other factors to consider
Investing Basics Stocks Merger & Acquisitions Takeover Public Corporation Stock Market Stock Fluctuation Stock Performance Strategic Growth Long-term Investments Business Ownership Volatility Company Evaluation Portfolio Investment
What Is ESG (Environmental, Social & Governance) Investing?

What Is ESG (Environmental, Social & Governance) Investing?

An introduction to ESG Investments, how they work, the various criterias, and a guide to ESG Investing
Investing Basics Stocks ESG Investments Environmental, Social & Government Financial Statements Company Evaluation Market Value Portfolio Investment Long-term Returns Impact Investing Sustainable Investing
What Are Analyst Price Targets and How Are They Useful?

What Are Analyst Price Targets and How Are They Useful?

Understanding price targets, how they are calculated, the factors that determine them, and their level of accuracy
Investing Basics Stocks Price Target Company Evaluation Analyst Ratings Stock Fluctuation Stock Performance Financial Analysis Central Bank Estimated Price Performance Forecast
What Are Analyst Ratings and How Do You Interpret Them?

What Are Analyst Ratings and How Do You Interpret Them?

An introduction to analysts and their ratings, how stocks are interpreted, and their level of accuracy
Investing Basics Stocks Analyst Ratings Buy, Sell, or Hold Stock Performance Market Value Fundamental Analysis Share Value Earnings Calculations Stock Investment Company Evaluation
What Is Volatility and How Does It Affect Stocks?

What Is Volatility and How Does It Affect Stocks?

Understanding market volatility, how it’s calculated, the various types, and how it affects the stock market
Investing Basics Stocks Volatility Stock Trading Fundamental Analysis Stock Market Standard Deviation Stock Fluctuation Quantitative Movement Fear Index Performance Overview Company Evaluation
What Is a Stock Split and How Does It Work?

What Is a Stock Split and How Does It Work?

Understanding a stock split, it’s impact on the market, and why companies split their stock
Investing Basics Stock Market Stock Trading Stock Split Market Value Market Cap Investment Strategies Company Evaluation Strategic Growth Financial Analysis
What Is EPS (Earnings Per Share) and How Is It Calculated?

What Is EPS (Earnings Per Share) and How Is It Calculated?

An introduction to EPS, the various types, how it’s calculated, and how it’s used
Investing Basics Stocks Earnings Per Share P/E & PEG Ratios Earnings Calculations Company Evaluation Performance Overview Financial Analysis
Earnings Calls and Earnings Releases: What Are They?

Earnings Calls and Earnings Releases: What Are They?

An understanding of a company’s earnings calls, how to analyze them, and why they’re useful
Investing Basics Stocks Earnings Release Company Evaluation Financial Analysis Quarterly Report Performance Overview
What Is Market Capitalization and How Is It Calculated?

What Is Market Capitalization and How Is It Calculated?

An introduction to market capitalization, how it works, and the calculation of market caps
Investing Basics Stocks Market Cap Company Evaluation Portfolio Diversification Market Value Stock Market
What Are SEC Filings and How Are They Useful?

What Are SEC Filings and How Are They Useful?

An introduction to SEC Filings, the types of forms, and how they’re useful
Investing Basics Stocks SEC Filing Company Evaluation Performance Overview Financial Analysis Financial Statements Public Corporation
What Is the NYSE? and How Does It Operate?

What Is the NYSE? and How Does It Operate?

An introduction to the NYSE (New York Stock Exchange), how it started, how it operates, and it’s comparisons
Investing Basics Stocks Public Corporation Market Cap Company Evaluation Stock Market Portfolio Diversification Electronic Exchange Stock Trading
What Is an Asset Manager and How Are They Helpful?

What Is an Asset Manager and How Are They Helpful?

An introduction to Asset Managers, their benefits, strategies, and why they’re helpful
Investing Basics Stocks Asset Manager Company Evaluation Performance Overview Portfolio Diversification Asset Classes Strategic Growth
What Is a Financial Analyst and What Do They Do?

What Is a Financial Analyst and What Do They Do?

Understanding financial analysts, the various types, what they do, and their future prospects
Investing Basics Stocks Company Evaluation Performance Overview Financial Statements Financial Analysis Data Analysis Forecasted Report Projected Results
Guide to Investing in Stocks: Strategies and Tips

Guide to Investing in Stocks: Strategies and Tips

A guideline to stock investments, why it’s useful, what strategies to adapt, and factors to consider
Investing Basics Stocks Market Value Earnings Calculations Investment Strategies Stock Differentiation Stock Trading Stock Market Portfolio Diversification Company Evaluation Stock Investment
How Do You Analyze a Company’s Financial Statements?

How Do You Analyze a Company’s Financial Statements?

Understanding financial analysis and its integration with stocks, the various types of statements, and how each can be analyzed
Investing Basics Stocks Company Evaluation Earnings Calculations Projected Results Performance Overview Earnings Release Quarterly Report Financial Statements Financial Analysis
How Do You Evaluate a Company and Its Stock?

How Do You Evaluate a Company and Its Stock?

An explanation of how to plan to assess a company, what methods to use, and company evaluation as a job
Investing Basics Strategic Growth Earnings Calculations Market Cap Financial Statements Quarterly Report Share Value Company Evaluation Stocks Analyst Ratings
What Is Long-Term Investing and What Are the Benefits?

What Is Long-Term Investing and What Are the Benefits?

An understanding of long-term investing, its benefits, and examples to remember
Investing Basics Stocks Stock Investment Projected Results Company Evaluation Strategic Growth Portfolio Diversification Long-term Investments Long-term Returns
Stock Investing for Beginners: Steps, Options, and Strategies

Stock Investing for Beginners: Steps, Options, and Strategies

Stock investment for beginners, the steps involved, potential options to explore, and costs to consider
Investing Basics Stocks Market Value Stock Market Company Evaluation Stock Trading Strategic Growth Stock Investment Bonds