Start with the process
How to analyze a stock: 7-step checklist
A repeatable research routine for any company.
How to use a stock screener
Turning thousands of stocks into a short list.
Growth vs. value investing
Two classic styles and the metrics each uses.
Reading the numbers
How to read financial statements
Income statement, balance sheet and cash flow.
How to read an earnings report
Results, expectations and guidance.
What is EPS?
Earnings per share, basic vs. diluted.
What is free cash flow?
The cash a business really produces.
What is EBITDA?
Operating earnings and EV/EBITDA.
Valuation
What is the P/E ratio?
The most widely used valuation measure.
PEG ratio
P/E adjusted for growth.
Price-to-book ratio
Valuing companies by their net assets.
Intrinsic value and DCF
Estimating what a business is worth.
Quality and risk
Return on equity (ROE)
How well a company uses shareholders' money.
Debt-to-equity ratio
How much debt is too much.
What is beta?
Measuring volatility against the market.
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