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Investing

Fundamental Analysis

A diagram displays the Blue Ocean Strategy actions of eliminate, reduce, raise, and create.
Investing
The stock investor’s guide to Blue Ocean Strategy
Dive into innovation without getting bitten.
Wooden blocks featuring S, W, O, T
Investing
How you can use SWOT analysis when choosing investments
Strengths, weaknesses, opportunities, threats.

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Insider transaction reports: What stock deals can tell you about a companyRead between the filings.
Gross, operating, and net profit margins: Why they matter (and how to use them) Cracking the margin code.
EBIT or EBITDA: Different ways of looking at net incomeHow to calculate and use them.

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3 liquidity ratios: Assessing short-term financial viability
A liquid moat to pay the note and stay afloat.
Analyzing an income statement: A key to fundamental stock analysis
Tracking business health and profitability.
Are markets efficient? How Eugene Fama kicked off a controversy
Research is futile?
Basic stock analysis for beginners
Getting down to fundamentals (and technicals).
Decoding the Sharpe ratio: A measure of risk vs. reward
Is your portfolio manager using risk appropriately?
EBIT or EBITDA: Different ways of looking at net income
How to calculate and use them.
Fundamental analysis: How it can help you determine a stock’s value
The financial and economic factors.
Goodwill accounting: A complicated part of mergers and acquisitions
Keeping the balance sheet balanced … with an asterisk.
Gross, operating, and net profit margins: Why they matter (and how to use them)
 Cracking the margin code.
Harry Markowitz and modern portfolio theory
Whatever you call it, MPT revolutionized finance.
How the capital asset pricing model (CAPM) changed investing
You probably use it, even if you don’t know it.
How you can use SWOT analysis when choosing investments
Strengths, weaknesses, opportunities, threats.
Insider transaction reports: What stock deals can tell you about a company
Read between the filings.
Investing in speculative start-up stocks? 14 alternative fundamentals to follow
You can’t look at the P/E if the company has no E.
Quarterly earnings and earnings per share: The company profitability snapshot
Peek at a company’s health.
Read before investing: Why the prospectus matters
It’s the rule book and the playbook.
Read the room: Why quarterly earnings conference calls are worth a listen
Get it straight from the source.
Starting your stock analysis? Here are the best financial ratios to watch
Let’s dig into some numbers.
Statement of cash flows: Money spent on operations, financing, and investing
Cash management matters.
Supply chain management: From raw materials to retail
Getting from ground to gadget.
The corporate balance sheet: Assets, liabilities, and owners’ equity
Taking stock of your investments.
The income statement: Money coming in and going out
A tool for tracking revenue and expenses.
The stock investor’s guide to Blue Ocean Strategy
Dive into innovation without getting bitten.
Using Porter’s 5 forces to analyze stocks and identify market leaders
Decode the strategy behind the shares.
What is a value chain, and how can you use it to make better investment decisions?
It’s what links supply to success.