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Investing

Fundamental Analysis

Concentration risk management
Investing
Concentration risk: When winners (and company shares) take over your portfolio
Good eggs may need more baskets.
Treasury securities
Investing
Treasury securities: Bonds, notes, and bills
Different maturities, same “full faith and credit” guarantee.

Recently Updated

  • How the capital asset pricing model (CAPM) changed investingYou probably use it, even if you don’t know it.
  • Decoding the Sharpe ratio: A measure of risk vs. rewardIs your portfolio manager using risk appropriately?
  • How companies use forward guidance to shape investor expectationsAnd why it matters as much as the numbers themselves.

See All

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).
Boost portfolio resiliency by adding sustainable investing criteria
Investing for vigilance, not just virtue.
Capital expenditures (CapEx): Investing for long-term growth
From cash outlay to competitive edge.
Contrarian investing: Buying shares of the unloved, unwanted, and underpriced
Do you zag when the crowd is zigging?
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 companies use forward guidance to shape investor expectations
And why it matters as much as the numbers themselves.
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.
Momentum investing: Riding the wave of winning stocks
Just know when to jump off.
Quarterly earnings and earnings per share: The company profitability snapshot
Reading between the numbers.
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.
Top-down vs. bottom-up: Two paths to smarter stock picks
The macro and micro of fundamental analysis.
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.
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