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Research Lab

Learn how to evaluate companies and find opportunities.

10 lessons · about 48 minutes

  1. How to read financial statementsThe three reports every public company publishes.
  2. The income statementFrom revenue down to net income.
  3. The balance sheetAssets, liabilities, and equity.
  4. The cash flow statementWhy cash and profit aren't the same thing.
  5. Understanding P/E ratiosWhat investors pay for each dollar of earnings.
  6. Growth and marginsIs the business growing, and how profitably?
  7. Debt and liquidityHow much a company owes and whether it can pay.
  8. Reading earnings reportsResults vs. expectations, and why prices jump.
  9. Comparing companies in a sectorPutting the numbers side by side.
  10. Using a stock screenerFiltering a market down to stocks that fit your criteria.