
Explore stock market basics, including equities and bonds, major exchanges, ticker tape, and key indices like Dow Jones and S&P 500, plus practical investing steps.
Trace the stock market's history from the 12th century to the 1792 establishment of the New York Stock Exchange. See how major crashes and safeguards shape investing over time.
Understand equities as ownership through common stock in a corporation, featuring limited liability, a board of directors, and the contrast between equity financing and bonds, with dividends and liquidation outcomes.
Owning common stock gives you ownership and upside potential as a company grows, with buying options from brokerages or direct drip programs, including fractional shares and various account types.
Discover how various accounts enable stock ownership, learn the priority of preferred stock in dividends and liquidation, and understand transfer agents, stock certificates, and shareholder rights.
Classify stocks into six classes: blue chip, growth, income, defensive, cyclical, and aggressive, and see examples like Pepsi, Coca-Cola, IBM, and Intel illustrate each category.
Explore classifications of stocks: defensive, cyclical, income (blue-chip), and aggressive to understand volatility and market responses, with examples like Commonwealth Edison, Facebook, and AT&T.
Explore how the NYSE, NASDAQ, and over-the-counter markets operate, featuring open outcry floors, floor brokers, and specialists, and how computers reshape trading and order flow.
Compare Nasdaq's computer-based trading with NYSE listing criteria and four-letter symbols. Learn how to open a broker account, its credit checks, and verbal commitments to buy.
Understand the over-the-counter market, pink sheets, and regional exchanges like Chicago, Boston, and American, plus foreign markets such as Nikkei and DAX, and the risks of penny stocks.
Explore ticker tape to read real-time nyse and nasdaq trades, price movements, and top-line market data. Parse symbol, share count, and price change across stocks.
Explore equities and ownership in corporations, including how to raise capital through equity and debt financing, stock classes, authorized shares, and bonds with dividends and liquidation preference.
Explore how common and preferred stocks differ in rights and dividends, with bonds as creditors; understand liquidation priority, upside potential, and dividend income in stock investing.
Learn how companies raise capital by issuing stock to the public, paying dividends, and using stock splits to adjust price, while investors reap rewards as common stockholders.
Learn how stock splits and dividends affect equity investments, including forward and reverse splits, and how common shareholders' voting rights shape board decisions and cash or stock dividends.
Explore how equities grant voting rights to shareholders, typically by proxy at annual meetings, and how rights offerings, preemptive rights, and warrants shape ownership; read annual reports for insight.
Explore blue chip stocks, growth stocks, defensive and income stocks, and other classifications, and examine ticker tapes, NYSE and Nasdaq exchanges, and the Dow and other indexes.
Explore stock classifications, including income, cyclical, and aggressive stocks; Ford as an example, and learn ticker tape basics, stock symbols, volume, price moves, and indexes like Dow, S&P 500, Nasdaq.
Explore how major stock indexes like the Dow, S&P 500, and Nasdaq reflect market trends, bear markets, and sector performance, and learn how to research stocks and interpret market movers.
Learn to leverage daily stock market data and news to research companies. Spot big movers at 52-week highs and evaluate gainers, losers, and key metrics like earnings per share.
Learn how to locate and read annual reports, using Apple’s 10-K to understand the business scope, products, distribution channels, and strategic priorities.
Explore how the federal budget from the OMB, including receipts, outlays, and fiscal year 2015 tables, reveals the economy’s health and informs stock market decisions.
Explore how to research stocks using technical and fundamental analysis, evaluate company fundamentals, and compare market data from sources like CNBC and Yahoo Finance.
Explore the price-to-earnings ratio and its trailing and forward forms to assess stock value. Real-world examples show how earnings per share, revenue, and shares outstanding drive valuation.
Discover how to identify market movers and evaluate stock volatility using CNBC and Yahoo Finance data. Analyze charts and practice technical analysis with E-Trade to spot trading opportunities.
Learn to research stocks using CNBC and Yahoo Finance, exploring charts, earnings, stock splits, company events, dividends, news, profile data, financials, and ownership to evaluate peers.
Explore Starbucks’ 2013 annual report to see record revenue, 2.5 billion non-GAAP operating income, 26 percent EPS, and margin improvements that drive dividends, share repurchases, and shareholder value.
Explore how annual reports double as business plans, revealing growth strategy, channel expansion, and financial highlights through Starbucks' 2013–2014 performance, digital loyalty, and stock disclosure.
Analyze Starbucks' annual report to understand how it grows its global brand through company operated and licensed stores, channels, and regional segments like Americas and China Asia Pacific.
Analyze Starbucks' card-based rewards, store growth, and revenue streams, and review its IPO history and research sources such as Nasdaq to understand stock market dynamics.
Analyze recently filed IPO data, assess proposed symbols and fundraising amounts, and examine HubSpot and Goldman Sachs IPO prospectuses to understand market research and investment decisions.
Learn how to research stocks using reputable sources like CNBC, Yahoo Finance, and The Wall Street Journal; analyze Apple’s charting, earnings, splits, dividends, and peer comparisons to make informed decisions.
Explore how to read a company's financials—balance sheet, income statement, and cash flow—plus filings (fcc) and the ownership tab to spot major institutional holders and potential market movers.
Identify where your money goes, assess current investments, and begin systematic investing with disciplined risk management, using market conditions and news to guide decisions.
Preview the intermediate course by exploring how to evaluate stocks across markets, including the New York Stock Exchange, the IPO market, penny stocks, and private placements. Delve into financials, learn liquidity ratios, and apply fundamental and technical analysis using balance sheets, income statements, earnings per share, p/e ratios, market cap, charts and patterns.
This course is about the stock market and how to understand what it is, how it began, how it's structured, what the component parts are, how the whole thing works basically, and how it applies to everyday life, people, and making money. The course is developed and taught by a 30-year veteran investment banker, the course teaches the history of the markets, classifications of stocks, how to read the ticker tape, how to buy and sell stocks, and everything in between. This is the beginner's course, however, very complex concepts are discussed in detail to give students advanced-level knowledge. This is the first course in a series.
I have taught this course and many others over my 30-year career and I always hear the same things and see the same progress. People become extremely empowered when they gain knowledge about money, finance, and economics. I have literally seen my students go from unemployed to business owners to investors and beyond. I know that by taking this course you will be enriched.
The course is structured in four (4) parts. Each part has a set of videos for you to watch and observe. There are few assignments throughout the videos but strictly voluntary however very effective learning tools. The course has over 7 hours of content that will give the average person a wall street education in about 30 days. By watching a video a day, you will gain powerful insight and information that will help you understand how to make money in the stock market.