Equities
Equities — stocks — represent ownership in a company, and understanding how to analyze, value, and trade them is a core investing skill. These articles cover everything from reading a balance sheet to interpreting candlestick patterns, so you can evaluate stocks on your own terms rather than relying on headlines.
Stock Market Foundations
Before diving into analysis, you need to understand what stocks actually are, how markets work, and why prices move. These articles cover the fundamentals — what it means to own equity, how stock exchanges operate, and the key concepts that frame everything else you'll learn about equities.
Fundamental Analysis
Fundamental analysis is about understanding a company's actual financial health — its revenue, earnings, balance sheet, and competitive position. These articles teach you how to read financial statements, evaluate management quality, and determine whether a stock's price reflects its underlying value or just market sentiment.
Technical Analysis and Indicators
Technical analysis studies price patterns and trading volume to identify trends and potential turning points. Whether you're using moving averages, RSI, or chart patterns, these articles explain what each indicator actually measures and when it's useful — without pretending that any single signal is a crystal ball.
Equity Valuation Models
Knowing a company is good isn't enough — you need to know if the stock is fairly priced. These articles walk through the major valuation frameworks, from discounted cash flow models and comparable company analysis to dividend discount models and residual income approaches, so you can estimate what a stock is actually worth.
Trading and Execution
The gap between deciding to trade and executing well is wider than most investors realize. These articles cover order types, execution strategies, slippage, market impact, and the mechanics of getting the best price — whether you're placing a single trade or managing a more active portfolio.
Corporate Actions and Events
Stock splits, mergers, spinoffs, buybacks, and earnings announcements all affect share prices in different ways. These articles explain what each corporate action means for shareholders, how to evaluate whether management's moves create or destroy value, and how to position your portfolio around these events.
Equity Income and Dividends
Dividends provide a return you can see without selling a single share. These articles cover how dividend investing works, what makes a dividend sustainable, how to evaluate yield versus growth, and how to build an income-focused equity portfolio that generates reliable cash flow over time.
Global and Sector Investing
Your portfolio doesn't have to stop at domestic borders or broad index funds. These articles explore sector-specific investing strategies and international markets, helping you understand how technology, healthcare, energy, and other sectors behave differently — and how global diversification can improve risk-adjusted returns.
Popular Articles
Identifying Economic Moats and Competitive Advantage
Learn about identifying economic moats and competitive advantage with practical examples and actionable frameworks for equity analysis
Support, Resistance, and Trendline Construction
Learn how to identify and draw support levels, resistance levels, and trendlines using objective criteria and specific price points.
Glossary: Fundamental Analysis Terms
Essential terminology for equity fundamental analysis including valuation metrics, financial statement concepts, and quality-of-earnings indicators
Economic Value Added and Value Drivers
How to calculate EVA using NOPAT and invested capital, plus the value driver tree linking operational metrics to shareholder returns
Short Selling Mechanics and Borrow Costs
Short selling requires borrowing shares before selling them, with costs ranging from under 1% annually for liquid stocks to over 100% for hard-to-borrow securities.
Stock Splits, Reverse Splits, and Share Consolidations
Understand why splits don't change value but do change cost basis, option contracts, and sometimes signal management confidence
Using Comparable Transactions Data
Learn how to use precedent M&A transactions to value companies, including control premium adjustments, deal-specific factors, and worked examples from the software sector.
Glossary: Stock Market Structure Terms
Definitions of 30 essential terms for understanding US stock market structure, order routing, and trading mechanics.
Ichimoku Clouds Basics
Understand the five components of Ichimoku Cloud charts and how they combine to identify trend direction, support, and resistance levels.
Incorporating Options and Warrants into Valuation
Learn how to properly adjust equity valuations for dilution from stock options, warrants, and convertible securities. Master the treasury stock method and understand when full dilution matters.
Designing a Written Trading Plan
A structured trading plan defines your entry criteria, position sizing, and exit rules before emotions enter the equation.
Momentum Oscillators: RSI, Stochastics, and MACD
Detailed formulas and worked examples for three essential momentum indicators, including standard thresholds, divergence analysis, and practical limitations.