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BlogFundamental Analysis

Fundamental Analysis

How to Analyze Net-Net Stocks

Net-net stocks are some of the market’s deepest undervalued opportunities, which is why some investors have consistently beaten the market by investing in net-nets. In this guide, we’ll walk through what net-net stocks are, how to analyze net-net stocks, and where you can find high-quality net-nets that can deliver outsized returns. Table of Contents: Let’s …

How to Analyze a Company’s Quarterly Earnings Results

Public companies report their financial results once every quarter, which gives investors one of the best opportunities to understand how a stock’s underlying business is performing. These earnings reports can often cause big moves in stocks, which can lead to stocks rising or crashing after reporting earnings. In this article, we’ll talk about how to …

How Macro Factors Impact Stock Prices

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 …

How to Evaluate a Company’s Management in Investing

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 …

How to Analyze a Stock’s Investment Risk

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 …

How to Quickly Analyze a Stock

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 …

How to Quickly Value a Stock

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 …

When Should Long-Term Investors Sell Their Stocks?

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 …

Why Small-Cap Stocks Can Outperform & Key Risks to Know Before Investing in Them

Individual small-cap stocks can oftentimes outperform their large-cap counterparts because small-cap companies tend to be able to grow faster while receiving less analyst coverage. This article covers when small-cap stocks tend to perform well, why they can be good investments, and the key risks investors should consider before adding small-cap stocks to their portfolio. Table …

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