Qualitative Fundamental Analysis: The 8 Key Factors According to Ben Graham
Investors think of Warren Buffett’s mentor, Benjamin Graham, as a numbers guy who only considered financial data, or the quantitative side of fundamental analysis. They haven’t read his books carefully enough. Ben Graham dedicated most of a chapter in his seminal Security Analysis to the qualitative factors of fundamental analysis. It is well worth examining. […]
A No-Nonsense Value Investing Checklist from One of the All-Time Greatest
Value investors come in all styles, shapes and sizes. Fidelity’s Peter Lynch was one famous brand of value investor—looking for growth-y companies trading at a reasonable price. Who better to find a value investing checklist from than the great Peter Lynch? Here are some of the items on Lynch’s checklist (“The Final Checklist”) that he […]
What is a Stock Proxy? What’s a Voting Proxy? | Simple Guide for Beginners
A stock proxy is a document that public companies have to release every year. In it, investors will find details about management, the board of directors, and voting on major company matters. Investors should know how to look up a stock proxy and skim through the important parts. This guide will show you how, in […]
The Short Ratio, Short Selling, and Short Squeezes Explained
Updated 9/25/2023 The short ratio is widely used when understanding the short selling behind a stock. It can tell you how many fund managers or retail investors bet a stock will fall. The short ratio indicates the number of shares that investors sell short over the average daily volume of the stock, on the basis […]
The 8 Stock Market Secrets to Success That I Wish I Knew When I First Started
Updated – 12/14/23 To get to the secret of success in the stock market takes just a few easy to remember, short phrases which are mostly well-known by seasoned investors. Some of them can be easy to forget—that’s why it’s good to go back to the basics. If you’re struggling with your performance in the […]
Beginner’s Guide: 7 Steps to Understanding the Stock Market
Updated: 4/06/23 This easy-to-follow beginner’s guide will help you learn how to invest in the stock market. We’ll be leaving out all the confusing Wall Street jargon and explaining things in simple terms. In this post, we will cover the 7 following categories for understanding the stock market: 1. Stock Market Basics: Why to Invest2. […]
Beginner’s Guide to Finding High ROIC Stocks Anytime You Want
Updated 5/4/2023 Investors target high ROIC stocks for their portfolio because highly efficient companies can sustain higher long-term growth. Companies with a high ROIC tend to be better investments than companies with a low ROIC, but not always. The price you pay matters, and ROIC can be manipulated to an extent. In this post, I […]
VOO vs. SPY – Which One Will Make You More MONEY?
One of the most common things that you will ever hear in the investing world is people using S&P 500 returns as a benchmark or basis for investing and even financial planning. Ok…that sounds great, but how exactly can you simply invest in the S&P 500? Well, it actually is as easy as finding an […]
3 Ways to Estimate Total Addressable Market (TAM) Pragmatically
Updated 11/9/2023 According to McKinsey, the global TAM (total addressable market) for the payments industry is $4.6 trillion. The U.S. payments market expects to reach $236.1 billion by 2028 from the current level of $68 billion. Many investors or analysts estimate or calculate the total addressable market of the industry they analyze to understand better […]
The 2 Main Types of REITs and Their Risks and Rewards
REITs remain a key consideration when contemplating diversifying your portfolio. REIT, which stands for real estate investment trust, offers the ability to invest in real estate with more liquidity and diversification. Best of all, we have multiple types of REITs to buy, such as retail, office, or specialized ones. REITs also offer the benefit of […]
