Stock Market Trading & Investing: 8 Courses In 1 Bundle!

Learn how valuation ratios, especially the price to earnings ratio, assess fair value, compare stocks to peers, and guide decisions on profitable and emerging companies.

Explore the price/earnings ratio (p/e) to compare stock price with earnings per share on the income statement, identifying overvalued or undervalued stocks versus industry peers.

Learn how the peg ratio refines the price/earnings ratio by dividing it by projected earnings growth per share. Use peg values below one to spot undervalued stocks with growth.

Compare stocks using the price-to-sales ratio to assess value based on sales per share, noting that lower P/S may signal better value and sales are harder to manipulate than earnings.

Learn how the price/book ratio helps value investors identify undervalued stocks by comparing stock price to book value per share, considering assets, liabilities, and the balance sheet.

Define enterprise value to revenue (EV/revenue) and explain EV as market cap plus debt minus cash and cash equivalents; show its use for early-stage firms, advantages, limitations, and 1–3 range.

Understand the EV to EBITDA ratio, deriving enterprise value from market capitalization, debt, and cash equivalents, and compare it with earnings before interest, taxes, depreciation, and amortization to gauge value.

Compare companies using valuation ratios by looking up metrics on sites like Yahoo Finance and applying them to Hormel and Beyond Meat side by side.

Compare stock price to operating cash flow per share and to free cash flow per share to gauge value, with step-by-step calculations and practical cautions.

Learn to evaluate stocks using multiple valuation ratios to determine if the price you pay is fair or undervalued. Avoid relying on a single measure such as the pe ratio.

Technical analysis uses supply and demand to identify trends, breakouts, and retracements, but it’s not perfect and you’ll apply stop losses and exit strategies while deciding investment amounts.

Explore breakouts and retracements within price ranges, distinguishing true moves from false ones amid news, big players, and FOMO, and confirm trends using volume and indicators.

Explore price bars to learn how open, high, low, and close reveal sentiment and the trading range. See how closing prices indicate buy or sell pressure and guide trend interpretation.

Analyze price spikes by distinguishing true reversals from temporary panics, using volume and opening/closing patterns alongside technical indicators to assess trend changes and potential entry points.

Spot price bar series trends with higher highs and higher lows for uptrends, or lower highs and lower lows for downtrends. Let the trend develop; the trend is your friend.

Explore various price bars for stock charts, including open-high-low-close, Chelsea bars, and candlesticks, and learn how chart type choices and moving averages shape price interpretation.

Master candlestick price bars, a visual alternative to open-high-low-close charts that originated in Japan in the 18th century, and spot patterns like gravestone doji for trading opportunities.

Interpret candlestick price bars by reading open, high, low, and close. Analyze the upper and lower shadows, body color, and patterns like doji to spot bullish or bearish opportunities.

Learn to draw trend lines on trading platforms to identify upward and downward trends, use support and resistance levels, and trade with confidence.

Draw upward trend lines as a support, buy on touches, and sell when the line breaks, with notes on bearish engulfing patterns signaling trend turns.

Draw a resistance line from the highest high to trace a downtrend, updating with highs before lows and extending the line. A break ends the downtrend and suggests short selling.

Identify and draw price channels using support and resistance to spot uptrends and downtrends, detect breakouts, and combine channel patterns with candlestick signals for trading decisions.

Identify false trend line breaks by comparing intraday breaks to the daily close, watching volume spikes and other indicators, and apply a risk-aware strategy when trend lines appear broken.

Strategize around false trend line breaks using support and resistance, stop-loss orders, and partial profit-taking. Use the Trader Vic 1-2-3 rule to confirm breakouts, evaluate pullbacks, and protect profits.

Apply a filter to trendline breaks to test for false breakouts by using predetermined rules—percentage or duration thresholds—before buying or selling.

Master trend lines as a core trading indicator, learn to confirm trends with moving averages, Bollinger bands, candlestick patterns, and RSI, while practicing with paper trades.

Develop skills in recognizing chart patterns and using trend lines to forecast continuations or reversals. Leverage volume and moving averages to confirm patterns across time frames from minutes to years.

Identify continuation patterns within established uptrends and downtrends, using pauses to predict further movement and guide buying decisions, adding to positions when the trend rekindles.

Explore reversal patterns that signal the end of an established trend and the start of a new direction, guiding decisions to buy into upward reversals or sell near peaks.

Identify triangle chart patterns formed by converging support and resistance lines; a breakout continues the prior trend, with ascending or descending triangles defined by horizontal lines and multiple touches.

Trade within the rectangle chart pattern by buying at support and selling at resistance, as the prior uptrend or downtrend continues until a breakout confirms the move.

Discover how moving averages serve as a key lagging indicator in technical analysis, smoothing price action to reveal trends and guide trading decisions using simple and other averaging methods.

Learn to construct and apply the simple moving average to visualize price trends on candlestick and line charts, using 50/200 day and 10/30 day variations, including crossovers.

Apply the crossover rule with moving averages to signal buys when price crosses above moving average and sells when it crosses below, noting lag and potential whipsaws in sideways markets.

Apply filters to moving average crossovers to reduce whip saws using time and extent rules, volume confirmation, and candlestick range signals for reliable buy and sell decisions.

Apply the moving average rule to detect trend changes by watching when the moving average line bends, signaling an end to an uptrend or downtrend.

Compare simple, weighted, exponential, and adaptive moving averages to weight recent prices more. Explore crossovers, the Kaufman adaptive moving average (KMR), and platform defaults shaping trading signals.

Recognize moving averages as indicators, but there are no magical numbers; common frames like 20-day and 200-day influence support, resistance, and cross signals such as death cross and golden cross.

Explore how moving averages differ by type (simple, weighted, exponential) and length, balance sensitivity to recent price moves with the time frame to reduce whipsaw, using SMA and EMA.

Examine moving average limitations, learn to use them with other indicators, manage noise and lag, and recognize channels, support and resistance for smarter crossovers in sideways markets.

Use moving average crossovers to signal buys and sells by comparing a short-term average (like 5-day) with a longer one (like 20-day), not price itself.

Explore how dividend paying stocks provide regular passive income and potential price growth, with resilience in bear markets and diversification through REITs and MLPs.

Learn to evaluate dividend stocks using dividend amount, forward dividend yield, and payout ratio to compare income potential and sustainability across Coca-Cola, Pepsi, and Apple.

Chasing high dividend yields can be dangerous, as yields rise when prices fall or payouts shrink. Examine cash flow and payout ratios to assess dividend sustainability before investing.

See how dividend growth rate drives long-term income for buy-and-hold investors by tracking rising dividend payouts, not stock prices, with Yum Brands and Johnson & Johnson as growth examples.

Track the four key dividend dates: declaration, ex-dividend, record, and payment, and buy before the ex-dividend date to receive the upcoming dividend while watching price moves around that date.

Dividend-paying stocks arise from profitable, large-cap firms with strong cash flow and a long history of consistent payouts, spanning banks, health care, utilities, consumer goods, and select tech firms.

Dividends reward owners and attract investors by providing quarterly income and signaling financial strength, while promoting discipline and retaining shareholders as dividends may grow over time.

Explain why profitable companies skip paying dividends, reinvesting cash into R&D and expansion or stock buybacks, guided by earnings confidence and growth goals.

Understand that dividends are not guaranteed and can vary quarterly; assess balance sheets, cash on hand, profits, and the risk of payout cuts.

Explore how firms manage excess cash by choosing dividends, stock buybacks, or spending on operations. Understand why buybacks are popular today and compare their pros and cons with dividends.

Explore whether to reinvest dividends or take cash, and learn how dividend reinvestment programs fuel compounding and long-term growth with real examples like General Mills.

Compare stock buybacks and dividends, explain why companies prefer buybacks, and show their impact on share price, earnings per share, and future payouts.

Explore how stock splits increase the number of shares and adjust price and dividends without changing total value, making stocks more accessible and boosting investor flexibility.

Define value investing as buying stocks at a significant discount to intrinsic value and holding until value is realized. Identify bargains with a margin of safety and avoid value traps.

Identify distressed, unloved stocks ripe for unlocking value through spin-offs, divestitures, or bankruptcy recovery, and capitalize as the market revalues their underlying assets like Kraft, Alibaba, or Yahoo.

Develop value investing traits to identify intrinsic value versus market price, stay disciplined, keep cash for bargains, and invest contrarily during panics to buy low and sell high.

Explore value investing types—contrarian, passive, and activist—and learn to buy when others sell, aiming for undervalued stocks screened by price to book value, price to earnings, and peg.

Explore the moat as a key value investing concept, identifying competitive advantages that protect a company, support long-run success, and drive rebounds in stock prices.

Evaluate moats by price and value: pursue a low cost provider with tight costs and negotiations, or pursue differentiation with value and service, like Wal Mart and Tiffany and company.

Explore high switching costs as a driver of business success, showing how painful or expensive transitions—such as switching email platforms like Outlook or Gmail—keep customers loyal.

Explore how strong brand names build trust, emotional attachment, and loyalty that enable premium pricing, higher margins, and a durable moat for stock investors.

Explore how the network effect makes expansive distribution networks expensive to replicate for rivals, creating exclusivity and value for players like Amazon.

Explore how government protection shapes a company's moat, with examples like Airbus vs. Boeing, duopolies, tariffs, and the balance between open markets and regulatory support.

Understand how a strong reputation functions as a moat by shaping expectations of quality and reliability. Compare Levi's and Google to see how consistent results sustain trust and market leadership.

Explore economies of scale as a moat, where big upfront costs yield cost savings and higher production, creating barriers to entry for competitors.

Assess management leadership and effectiveness through strategic formulation and implementation, board oversight, and shareholder-friendly actions like dividends, buybacks, and R&D investment.

Learn and apply the two core value investing tools—book value and intrinsic value—through multiple calculation methods, and combine them with qualitative analysis and metrics like PEG and ROIC.

Learn to analyze a company's value through liquidation value and book value per share, focusing on tangible assets minus liabilities, depreciation, and the margin of safety for stock selection.

Understand intrinsic value as a numerical measure of a company’s worth, using earnings, cash flow, and book value to compare with stock price for smarter investing.

Explore multiple methods to calculate intrinsic value, including the dividend discount model, Gordon growth model, residual income, and discounted cash flow, using future cash flows and online calculators.

Demonstrates intrinsic value online calculators and the discounted cash flow and dividend discount model approaches to stock valuation, using earnings per share and growth rate inputs.

Learn to recognize value traps by evaluating seven factors—earnings and cash flow, business plan, management, accounting, balance sheet, competitive advantage, and future growth—to distinguish traps from value opportunities.

Analyze a value trap in General Electric, a blue-chip conglomerate, as debt, dividend cuts, and strategic shifts undermined returns versus the S&P 500.

Avoid catching a falling knife by using qualitative and quantitative criteria to judge a stock's value. Rely on moving averages, support levels, and margin of safety for buy decisions.

Analyze the Lululemon case study to identify catching a falling knife amid recalls and leadership changes. Learn when to buy the dip or avoid risk in stock market investing.

Mutual funds pool investors' money to be professionally managed, offering instant diversification across stocks, bonds, and other assets, with active or passive strategies and easy liquidity.

Explore the wide range of mutual funds—from stock and bond funds to international and sector funds, broad stock market options, and socially responsible choices.

Compare active funds and index funds to weigh costs and performance. Explore how fund managers influence active funds, why index funds match market indices, and role of market-cap weighting.

Choose a retirement target date fund to auto-adjust asset allocation as you approach your target date, offering easy setup, lower costs, and potential market-timing concerns.

balanced funds automate asset allocation with preset stock–bond mixes, offering easy core holdings like 60/40 or 50/50; they are low-cost but limit choices and require manual goal adjustments.

Learn to read the mutual fund style box to see a fund's true holdings by market cap and style, for stocks and bonds.

Compare front-end and back-end loads on mutual funds and etfs, and learn why no-load options often outperform loaded funds while considering fees and taxes.

Explore expense ratios under 1 percent, 12b-1 fees, and redemption costs. Identify low-cost mutual funds to maximize diversification and minimize costs.

Explore mutual funds vs exchange-traded funds, noting exchange-traded funds offer intraday liquidity, lower costs, and tax efficiency, while mutual funds use end-of-day pricing. Do your homework to fit your portfolio.

Compare mutual funds and ETFs to see diversification across baskets of securities, differences in active versus passive management, and cost structures such as expense ratios and load/no-load options.

Explore mutual fund distributions, how they trigger taxes and adjust your cost basis as NAV falls. Compare ETFs tax timing advantages, where tax is mainly on sale.

Explore how turnover rate and distribution history impact taxes for mutual funds and etfs, and compare passive versus active funds, including tax-managed options to minimize capital gains and dividend income.

Understand how capital gains tax and income tax apply to investing profits, and why holding assets for a year or more lowers tax burdens across countries.

Evaluate a growth stock fund such as the Ark Innovation ETF by examining active management, expense ratio, top holdings concentration, and the full prospectus for details.

Learn how to use mutual fund and ETF screeners on Yahoo Finance and Investing.com to narrow thousands of funds by criteria such as region, Morningstar rating, expense ratio, and risk.

Explore a Fidelity dividend growth mutual fund, an actively managed dividend/income fund with quarterly dividends. Learn to evaluate prospectuses, expense ratio 0.48%, risk, performance, and top holdings.

Explore fixed income bond funds, focusing on a diversified income fund with investment grade corporate bonds, high yield, and emerging markets, emphasizing capital preservation and prudent, intermediate-term positioning.

Explore an international equity fund that focuses on non-us holdings, including Europe and Asia's developed markets, with a concentrated 30–50 stock portfolio and an expense ratio around 0.9%.

Choose an online stockbroker by verifying country availability, trust, and account types, and understand order placement types; then compare fees, interface, and education to fit your investing style.

Explore how the spread, bid and ask prices, and stock quotes determine transaction costs and market liquidity, and learn how market makers facilitate trades.

Learn how to place buy and sell orders using different order types, understanding their strengths, weaknesses, and purposes to improve trading success with your online broker.

Explore market and limit orders. Market orders execute at the market price, subject to timing, while limit orders set max buys or min sells and may not fill.

Set bracketed orders to lock profit targets while protecting downside with a trailing stop and an upper limit on a market order.

Master stop loss, stop limit, and trailing stop orders to minimize losses, lock in gains, and adjust or cancel orders as prices move.

Learn how short selling borrows shares and sells them to profit from a falling price, then use buy to cover orders, margin privileges, and indicators of downward trends.

Wrap up order types by comparing what works for you, starting with market orders, and use paper trading to practice buying, selling, reinforcing your trading plan with indicators you understand.

Explore how SPACs enable a private company to go public, compare them with traditional IPOs, and learn to pick SPACs while understanding SPAC timeline, despatching process, and pre/post deal investing.

Discover what a SPAC is, how it raises funds in an IPO to acquire a private company and take it public, with risks and redemption options.

Explore why SPACs are known as blank-check companies, raising funds to acquire a private firm and convert it to a public listing, with investor trust placed in the management team.

Explore how SPAC deals bring private companies to public markets, with real examples like Virgin Galactic, DraftKings, Opendoor, Nikola, and the role of ticker symbols and IPOs.

Explore how founders and sponsors pool early money into a trust, secure SEC approval, and use pipes and founders shares to acquire a private company for a public listing.

Analyze spac dynamics through Pershing Square and social capital examples, highlighting acquisition criteria, team strength, and the role of prospectuses and sec filings in evaluation.

Learn to locate and sort SPAC lists from free and paid sources, comparing sectors and deal status to evaluate opportunities with tools like stock market MBA and SPAC Track.

Examine the incredible growth of SPACs as a faster, lower-cost path for private companies to go public, with strong oversight and reliance on established managers.

Explore SPAC investing: gain early shares and potential warrants with downside protection, while balancing two-year lockups, liquidity, and management risk in faster, simpler paths to public markets for investors.

Explore whether SPACs typically buy growth or value targets, focusing on fundraising, marketing, and exceptions through examples like travel amid COVID and space ventures.

Explore SPAC pre-deal versus post-deal investing, weighing uncertainty and potential gains against certainty after deal announcements, with examples like Virgin Galactic, Open Door, and Clover Health and visual market reactions.

SPACs trade on exchanges like stocks with liquidity and price moves around a ten-dollar baseline. Pre-deal and post-deal dynamics, warrants, and units add complexity beyond traditional fundamental or technical analysis.

Evaluate SPACs by analyzing the management team, stated goals, and the prospectus, including warrants and terms. Compare pre-deal and post-deal timing, diversify holdings, and start small to build a strategy.

Learn how to evaluate a SPAC prospectus (s-1) by reviewing the general section, management team, and acquisition criteria, using Go Acquisition Corp as a travel-focused example.

Treat SPACs as speculative and highly volatile investments within your portfolio, given potential two-year lock-up and lack of income, and allocate a small portion alongside cash, bonds, and stocks.

Explore the SPAC timeline from formation to closing, covering the two-year window, target searches, negotiations, shareholder votes, and conversion to a new public company.

Investing near the end of a SPAC timeline creates urgency for management to close a deal, risking rushed terms and potential quicker redemption.

Navigate the despatching process time period by securing merger approval from shareholders and government entities. Launch an analyst roadshow to gain coverage before the company goes public.

Learn how founder and sponsor SPAC shares fuel deal formation, cover pre-ipo costs, convert to founder and then common shares, and trigger a one-year lockup with potential selling pressure.

Learn how SPAC warrants act as investor sweeteners, covering units, common stock, and warrant terms, including strike price, exercise, five-year term, calls, and separation of common stock and warrants.

SPAC management fees typically total two percent of the SPAC value plus two million dollars, vary by prospectus, and cover underwriting, launching, and operating costs.

Explore how pipes enable SPACs to finance bigger deals by pairing with targets two to four times the raised funds, under NDA confidentiality and four-month lockups.

Look ahead to a promising SPAC future as established managers and stronger regulation boost confidence, while watchful eyes on celebrity investors and deal quality guard against volatility.

Celebrate completing the course on SPAC investing by following five action steps. Include a bonus to review lessons, define your SPAC strategy, study SPACs, start small, and continue education.