Browse Articles

Research Tools

Shop Spreadsheets

Browse Articles

June 13, 2021
How to Effectively Read and Analyze an Income Statement

In this article, I will show you how to effectively read and analyze an income statement. This statement summarizes all revenues and expenses over a particular period, and is presented in quarterly (10-Q) and annual (10-K) reports. The purpose of an income statement is to show a company's financial performance over a particular period, which […]

Read More
May 29, 2021
How to Analyze and Protect Your Portfolio Against Inflation

In this article, I will show you how to analyze and protect your portfolio against inflation, regardless of the current market environment. Inflation is one of the most important investing topics, and as value investors, we can position ourselves in a way that we can profit from inflation, or at the very least, not let […]

Read More
April 28, 2021
Resources for Investors

This is a link-heavy comprehensive list of resources for investors, which the average retail investor can use to conduct thorough investment research for little to no cost. This list will be regularly updated. If you have any recommendations that will make this list more useful, please contact me! Note: Referral links may be included (at […]

Read More
April 27, 2021
How to Apply Comparable Company Analysis Using Valuation Multiples

In this article, I will show you how to apply comparable company analysis using valuation multiples, and will use this valuation method to value a real company in the stock market. Comparable company analysis (aka relative valuation or valuation using multiples) is the most popular valuation practice, where you're comparing a company to its peers […]

Read More
March 17, 2021
How to Calculate and Interpret the Weighted Average Cost of Capital (WACC)

In this article, I will explain how to calculate and interpret the weighted average cost of capital (WACC), and will walk through a step-by-step example for a real publicly-traded company in the U.S. stock market. The WACC is a calculation of a firm's "cost of capital," which in relation to investors and analysts is the […]

Read More
March 15, 2021
How to Calculate the Intrinsic Value of a Company Like Warren Buffett

In this article, I will show you how to calculate the intrinsic value of a company like Warren Buffett, using his approach to discounted cash flow (DCF) valuation. This will be accomplished by looking into the Berkshire Hathaway shareholder letters, the Berkshire Hathaway website, and from reading the transcripts of any speeches and interviews Buffett […]

Read More
March 2, 2021
How to Tell if the Stock Market is Overvalued

In this article, I will discuss how investors can use various ratios, yields, indicators, and an understanding of the current state of the market to recognize if the stock market is overvalued, fairly-valued, or undervalued. In short, this process involves looking at the S&P 500 P/E Ratio, the Shiller P/E Ratio, the Buffett Indicator, the […]

Read More
February 20, 2021
How to Evaluate and Compare Mutual Funds

In this article, I will show you how to evaluate and compare mutual funds, regardless of the type or objective of the fund. This will help you compare similar mutual funds and decide on which mutual fund best suits your investment needs. This article will be particularly useful for fund evaluators, passive investors, and the […]

Read More
February 11, 2021
Different Types of Mutual Funds (With Examples)

In this article, I will discuss the different types of mutual funds, and will provide examples for each mutual fund classification as well. This will help you decide on which mutual funds to invest in, regardless of your investment time horizon and goals as a hands-off investor. Note that all of the examples provided are […]

Read More
1 2 3 5
chevron-down-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram