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How I Research Stocks - Step-by-Step Fundamental Analysis

The Plain Bagel

This video is sponsored by Morning Brew - use the following link to sign up for their awesome newsletter: https://morningbrewdaily.com/theplainbagel

00:00 - Introduction

02:02 - Screening for ideas

03:09 - Understanding the business

05:51 - Understanding the finances

09:50 - Understanding the strategy

13:00 - Stock Valuation

15:44 - Review and finalize notes

17:11 - Conclusion

Resources (no current affiliation):

- Free Screener: https://finviz.com/screener.ashx

- Free Data Terminals (some with watchlists/screeners)

- https://www.tikr.com/

- https://app.koyfin.com/

- https://wallmine.com/ (an old sponsor)

- Free Watchlist: https://www.bloomberg.com/markets/watchlist

If you'd like to support the channel, you can do so at https://www.patreon.com/ThePlainBagel :)

DISCLAIMER:

This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).

How I Research Stocks - Step-by-Step Fundamental Analysis | Knoovi