
Identify barriers to entry and the competitive environment when evaluating a stock, using examples from Amazon, Walmart, and Starbucks, and examine 10-Q risk disclosures.
Invest in companies that sell first and then make, avoiding inventory problems. Case study on Atari shows how mismanaging inventory can hurt the video game industry.
Explore valuation-based analysis with a banana milkshake analogy to explain price-to-earnings, showing how earnings growth and market multiples shape stock value in the S&P 500.
Identify the one or two key drivers behind revenue, such as subscribers or RevPAR, and model revenue growth to project expenses and earnings.
Explore support and resistance levels in technical analysis, identify price channels, and interpret breaks at channel ends. Prioritize fundamentals and valuation first; treat technicals as a distant third.
This course is taught by Chris Haroun who has made a fortune over several decades investing in stocks while he worked at Goldman and at the top hedge funds in the world (including his own). He has managed more than $1 billion of stocks and he teaches the 25 best investment tips he has learned in his career in this course.
Topics Covered:
Section 1 of 3: Fundamental Investment Research Tips
Tip #1: Only Invest in What You Understand & Be Long-Term Focused
Tip #2: The Jockey Is More Important Than the Horse
Tip #3: Understand If a Stock Is a Growth or a Value Investment
Tip #4: Analyze Organic Growth
Tip #5: Understand Investment Catalysts
Tip #6: Buy Broken Stocks but Not Broken Companies
Tip #7: Never Invest in a Company in a Small Market
Tip #8: Be Unemotional About Stocks
Tip #9: How to Research the Risks
Tip #10: Listen to All Quarterly Earnings Calls
Tip #11: Only Invest in Liquid Stocks
Tip #12: Understand the Barriers to Entry for a Stock
Tip #13: Invest in Companies That Never Have Inventory Problems
Tip #14: Always Do Your Own Research on Stocks and Never Let Anyone Including Me Tell You What to Buy
Quiz on Fundamental Investment Stock Research
Section 2 of 3: Valuation Investment Research Tips
Tip #15: Never Value a Company Based on This Year’s Price to Earnings Multiple
Tip #16: How to Value Companies with No Earnings
Tip #17: Build Your Financial Model & Value Companies Based On 3 Valuation Methodologies
Tip #18: Understand the One Driver That Makes Revenue Go Up or Go Down
Tip #19: Don’t Invest in Companies Where You Only See 10% or 15% Upside
Tip #20: The Easy Way to Download Financial Statements
Quiz on Valuation Based Investment Stock Research
Section 3 of 3: Technical Analysis Investment Research Tips
Tip #21: Understanding the Relative Strength Index (RSI)
Tip #22: Understanding Moving Averages
Tip #23: Understanding Support and Resistance Levels
Tip #24: Understanding the Short Interest Ratio
Quiz on Technical Analysis Investment Stock Research
The Final Tip (The Crescendo of My "F.V.T." Methodology)
Tip #25: Your Investment Research Writeup Process (Download My Template)
Thanks and I will see you in class!
Chris Haroun