Learn Stocks Investing for Long Term, with use of ChatGPT

Getting started with the course. Course objectives, process and sections. Basics of Stocks Research to be followed up with practical use ChatGPT in stocks.

About the Instructor's background as a top-ranked investment analyst with years of experience in investment research.

Understanding the complexity of the stock market and dispelling common misconceptions.

Understanding the rampant misselling in the investment industry by big portfolio managers and investment funds. Identifying the motives behind misselling and being cautious while interacting with portfolio managers, and get the right education in the stock market.

Understanding the basics of stocks research, including the focus on the process rather than individual stock recommendations or tips. Knowing the US market as the best market for investment due to its large size and innovation, while also considering attractive emerging markets like India and China. Recognizing stocks as a way to increase wealth through compounding, not as a primary source of income, and considering having a stable job or business for regular income.

First understanding the risks in companies before looking at returns when starting to learn the stock market.

Understanding the difference between investing and trading, including the key characteristics and approaches of each. Examining the benefits and drawbacks of short-term trading versus long-term investing, including factors such as risk, time commitment, and potential returns.

Understanding the process of researching stocks using a combination of competitive advantage, founder quality, and scuttlebutt technique.

Identifying the competitive advantage of a business to determine its strength. Identifying different types of competitive advantages such as scale, branding, quality, distribution network, IP rights, customer service, cost structure, etc. Examining whether companies like Apple, Amazon, Hilton, Hotels, Vodafone, Pfizer, UPS, FedEx, etc have strong competitive advantages. In addition to evaluating a company's competitive advantage, also looking at the industry as a whole through industry analysis.

Analyzing founder quality as part of investment research process. Making sure the founder is ethical is a must, as the stock market is filled with corrupt individuals. Conducting a thorough Google search for the founder to reveal past unethical behaviour. Critical need for examining founder quality in smaller companies, due to limited track record

Master the art of gathering firsthand information through the Scuttlebutt approach for stock research. Connect with key people connected to the company such as suppliers, customers, employees, directors, and competitors to gather valuable data. Utilize LinkedIn, trade shows, and direct interactions with company employees to gather information. Being mindful of insider information and avoiding sensitive information

Understanding the Concept of Industry Size and Market Share: Delve into the key factors that dictate a company's growth and stock price.

Understanding the difference between capital gains and dividends in stock market investing, and weighing the potential for gains through stock price movement versus regular dividend payments.

Categorizing companies into large caps, mid caps, and small caps based on market capitalization and size, evaluating the risk level associated with each category.

Gain knowledge on the fundamental concepts of growth and value investing as approaches to selecting stocks in the stock market. Explore their key principles, advantages, and disadvantages, and understand the trade-off between choosing one over the other.

Evaluate the role of macro environment in stock research and understand the conflicting viewpoints on its importance.

Explore the tools used for stock research and understand the different levels of complexity and cost associated with them. Learn about three specific tools, Google Finance, investing.com, and seekingalpha.com, and their ease of use and practical application for solid stock research. Gain hands-on experience with these tools through practical exercises and practice using them in a desktop browser environment.

Exploring Google Finance including stock quotes, financial news, earnings calendar, and various indexes prices. Analyzing stock charts on Google Finance, including price change over different time periods and financial metrics like market cap and PE ratio.

Exploring Investing.com and its features for news around stocks and global stock markets. Utilizing Investing.com for financial analysis, including financial summary, income statement, balance sheet, cash flow, and ratios with a focus on key indicators like return on investment.

Utilizing Seekingalpha.com for stock research and analysis. Exploring the front page for trending news and analysis. Reading multiple research articles on Seeking Alpha to form an opinion on a stock. Distinguishing between positive and negative research on a stock. Subscribing to paid research services of writers, if preferred. Using Seeking Alpha in combination with Google Finance and Investing.com for a solid stocks analysis framework.

Understanding the importance of Annual Reports in stocks research, and how to access them from the company website's Investor Relations section. Learn about Conference Calls and how to participate or listen to them for updates on the company's financial results and growth prospects. Discover the value of Quarterly Presentations, including how to access them from the company website and what information they provide about the company's business performance and strategies. Explore the significance of Sell-Side Research Reports such as Justification Reports and how to access. Attend Annual General Meetings to meet with the company management and learn more about the business firsthand.

Learning to use Microsoft Excel for stocks research, with a focus on basic functions

Understanding the use of Bloomberg in stocks research and its role in providing comprehensive data to investment firms. Exploring the technicalities of Bloomberg, including its components and how to navigate the main screen to access company and other data.

Understanding the basic conceps of forecasting. Appreciating the potential limitations and complexities of forecasting, and the importance of understanding a company's business and valuation through methods such as reading research and analyzing PE.

Understanding how to run Run a stock screener through TradingView.com. Selecting the desired market for stocks. Filtering stocks based on criteria such as ROCE, PE, and EPS growth. Sorting and customizing the display of shortlisted stocks based on market cap, sector, ROIC, EPS growth, and PE

Understanding the difference between diversification and concentration in the stock market. Lowering overall risk with diversification technique. Making higher returns with a concentrated portfolio of stocks - but with higher risk.

Understanding the role of an investment analyst in the buy-side industry structure. Grasping the concept of buy-side, sell-side and portfolio managers. Exploring the structure of investment firms and the role of a portfolio manager. Understanding the workings of sell-side brokers and their relationship with buy-side firms. Knowing the importance of investors and their options in the investment industry.

Understanding the difference between active and passive investing. Evaluating the pros and cons of active investing with individual stock research. Opting for passive investing through index funds like SNP 500 or Vanguard. Choosing a portfolio manager carefully for investment. Balancing investment between passive and active investing strategies and continually learning and practicing active investing.

Understanding the process of buying and selling shares. Choosing a broker for buying and selling shares. Factors to consider when choosing a broker (longevity and fees). Placing an order to buy shares: avoiding market order and setting desired price

Understanding the concept of a multi-bagger and the potential for significant returns. Differentiating between luck and solid research for getting multi baggers.

Studying the investment strategies of Warren Buffett, John Templeton, and Peter Lynch to understand the principles of successful long-term investing.

Understanding the impact of greed and fear on stock market investments and learning to overcome them through patience and a long-term mindset. Recognizing the stock market as the strongest asset class and exploring its advantages, including superior returns and ease of liquidity, over other investment options like property.

Building a personalized investment philosophy: Create your own research process and identify your own style of investing, looking for reasons behind your stock preferences. Developing confidence in your investment strategy: Create a well-thought-out process for stock selection, avoiding following others or fluctuating between growth and value investing styles. Cultivate your own conviction and confidence in your investment decisions over time.

Enhancing financial literacy by gaining a deeper understanding of stock market investing and its impact on personal savings and investment habits.

Embracing the power of long-term investing by researching stocks well, allowing investment theses to play out, and reaping the rewards of passive income.