Fundamental Analysis

When investing in stocks, most investors spend their time looking at individual companies, financial statements, or industry trends. However, broader economic forces, often called macroeconomic or “macro” factors, can significantly impact how well your investments perform. These big-picture economic shifts, including interest rates, inflation, geopolitical events, and government policies, influence the stock market in important …

Investors often zero in on financial metrics and industry trends when evaluating stocks, but the quality of a company’s management can be equally important. Warren Buffett often emphasizes the importance of looking for excellent management teams for the businesses that Berkshire Hathaway invests in. In this article, we’ll lay out how you can effectively evaluate …

The stock market has been history’s greatest wealth creator for the average person, but there are inherent risks with investing. If you’re investing in stocks, it’s important to be able to understand and analyze a company’s financial metrics so you can understand the potential risks a company might face. Here are some of the key …

Investing in stocks requires investors to understand a business’s financial statements, competitive position, future growth potential, and more. This guide walks through a quick process for how you can evaluate stocks, from financial statements to competitive advantages and a stock’s valuation. Even if you’re new to investing, this article will help to give you the …

Valuing a stock doesn’t have to take hours of research or complex financial models. This article outlines a quick valuation method that allows investors to value a stock in minutes, helping investors to filter through stock ideas faster. This framework can help you easily estimate a stock’s fair value with surprising accuracy, but it doesn’t …

Legendary investor Peter Lynch once said, “Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” Typically, long-term investors should sell their stocks when the fundamentals call for it, not based on their emotions. This guide walks through the best reasons to sell a stock and how you can …