Breaking down Wall Street jargon, strategies and concepts into plain english explanations for retail investors
Assessing the significance of shareholders, evaluating their role, and an understanding of their rights
An understanding of peer comparison, how stocks are compared, and key ratios to remember
An introduction to financial ratios, why they’re useful, and an overview of each ratio, and its calculation
Understanding price targets, how they are calculated, the factors that determine them, and their level of accuracy
Understanding interest rates, how they’re determined, how they impact the market, and how it impacts your decision making
Understanding a stock split, it’s impact on the market, and why companies split their stock
An introduction to cash and stock dividends, how they work, and how they are calculated
An introduction to the uses of fundamental analysis, its various assumptions, and the right way to approach it
An introduction to the uses of technical analysis, its various assumptions, and the right way to approach it
An introduction to EPS, the various types, how it’s calculated, and how it’s used
An understanding of a company’s earnings calls, how to analyze them, and why they’re useful
An introduction to SEC Filings, the types of forms, and how they’re useful
Understanding financial analysts, the various types, what they do, and their future prospects
Learning where to invest, how to invest, and which strategies to incorporate when creating a budget
Understanding financial analysis and its integration with stocks, the various types of statements, and how each can be analyzed
A guide to portfolio building, the various types, and what to keep in mind
