Why: Shows the current size/scale of the business
Where: @YahooFinance (image), @theTIKR , @KoyfinCharts ...etc
I asked, “What are the first metrics that you look at when evaluating a new stock?”
I received 322 replies
Here are 10 great metrics to look at first (and how to find them):
Why: Shows the current size/scale of the business
Where: @YahooFinance (image), @theTIKR , @KoyfinCharts ...etc
Why: Shows the business model works & current growth rate
Where: @stockcardhq (image), SEC filings, @theTIKR...etc
Why: Is business generating cash or burning cash?
Where: @YahooFinance (image), SEC Filings, @stockrow1...etc
Why: Shows capital efficiency of business
Where: @stockrow1 (image) , @ycharts , @YahooFinance...etc
Why: Shows current profit profile of products, spending rates, & potential for operating leverage
Where: @ycharts (image), @theTIKR, @stockrow1...etc
Why: Shows market size & long-term growth potential of business
Where: Investor presentation (images from $FVRR), 10k, @Gartner_inc
Why: Has the stock created or destroyed value so far?
Where: @ycharts (image), @YahooFinance, @stockrow1....etc
Why: How expensive is the stock?
Where: @YahooFinance (image), @stockcardhq, @KoyfinCharts...etc
Why: Why does this company exist??? What is it trying to do?
Where: Investor Relations Page ( $SHOP image), 10K, Glassdoor, company presentation
Why: Do insiders have skin in the game?
Where: SEC Filings (Proxy statement -- form DEF 14A -- search “ownership” -- image shows @elonmusk ownership of $TSLA )
but this one by @OphirGottlieb stood out:
https://t.co/RNna2KxaRv
Put fin statements down, they're known, offer no alpha for discovering new company.
— Ophir Gottlieb (@OphirGottlieb) July 21, 2021
Put scanners, charts down.
Figure out:
1. What is changing
2. What is not changing
3. Is there an underappreciation for either
Do that well, move on #3, you're the best investor in the world
@brian_stoffel_ and I teach people how to invest on my YouTube Channel
Subscribe here: https://t.co/lWwcb1JdD1
https://t.co/eJLFzsW8UV
What are the first metrics that you look at when evaluating a new stock?
— Brian Feroldi (@BrianFeroldi) July 21, 2021
More from Brian Feroldi
1/ I'm a huge fan of checklists
I use them every day to help me find great investments
Want to create your own investment checklist?
Here are some great resources to help you get started
⬇️
2/ Here's my free public spreadsheet that details my current
3/ Here's my detailed board post about how to use the
4/ Here's a detailed thread on Michael Shern's EXCELLENT investment
5/ Here's a thread on how I created my
I use them every day to help me find great investments
Want to create your own investment checklist?
Here are some great resources to help you get started
⬇️
2/ Here's my free public spreadsheet that details my current
3/ Here's my detailed board post about how to use the
4/ Here's a detailed thread on Michael Shern's EXCELLENT investment
Just finishing reading "The Investment Checklist" by Michael Shearn.
— Brian Feroldi (@BrianFeroldi) July 4, 2020
It's EXCELLENT.
I HIGHLY recommend it!
(Puts my checklist to shame.)
Here's the book's checklist:
\U0001f447\U0001f447\U0001f447\U0001f447\U0001f447\U0001f447\U0001f447\U0001f447\U0001f447
5/ Here's a thread on how I created my
1/ How to create an investment checklist (thread)
— Brian Feroldi (@BrianFeroldi) December 8, 2020
Checklists are an amazing, FREE, underutilized investing tool
Here's the step-by-step process for how to create your own
\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f
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THREAD: 12 Things Everyone Should Know About IQ
1. IQ is one of the most heritable psychological traits – that is, individual differences in IQ are strongly associated with individual differences in genes (at least in fairly typical modern environments). https://t.co/3XxzW9bxLE
2. The heritability of IQ *increases* from childhood to adulthood. Meanwhile, the effect of the shared environment largely fades away. In other words, when it comes to IQ, nature becomes more important as we get older, nurture less. https://t.co/UqtS1lpw3n
3. IQ scores have been increasing for the last century or so, a phenomenon known as the Flynn effect. https://t.co/sCZvCst3hw (N ≈ 4 million)
(Note that the Flynn effect shows that IQ isn't 100% genetic; it doesn't show that it's 100% environmental.)
4. IQ predicts many important real world outcomes.
For example, though far from perfect, IQ is the single-best predictor of job performance we have – much better than Emotional Intelligence, the Big Five, Grit, etc. https://t.co/rKUgKDAAVx https://t.co/DWbVI8QSU3
5. Higher IQ is associated with a lower risk of death from most causes, including cardiovascular disease, respiratory disease, most forms of cancer, homicide, suicide, and accident. https://t.co/PJjGNyeQRA (N = 728,160)
1. IQ is one of the most heritable psychological traits – that is, individual differences in IQ are strongly associated with individual differences in genes (at least in fairly typical modern environments). https://t.co/3XxzW9bxLE
2. The heritability of IQ *increases* from childhood to adulthood. Meanwhile, the effect of the shared environment largely fades away. In other words, when it comes to IQ, nature becomes more important as we get older, nurture less. https://t.co/UqtS1lpw3n
3. IQ scores have been increasing for the last century or so, a phenomenon known as the Flynn effect. https://t.co/sCZvCst3hw (N ≈ 4 million)
(Note that the Flynn effect shows that IQ isn't 100% genetic; it doesn't show that it's 100% environmental.)
4. IQ predicts many important real world outcomes.
For example, though far from perfect, IQ is the single-best predictor of job performance we have – much better than Emotional Intelligence, the Big Five, Grit, etc. https://t.co/rKUgKDAAVx https://t.co/DWbVI8QSU3
5. Higher IQ is associated with a lower risk of death from most causes, including cardiovascular disease, respiratory disease, most forms of cancer, homicide, suicide, and accident. https://t.co/PJjGNyeQRA (N = 728,160)
So friends here is the thread on the recommended pathway for new entrants in the stock market.
Here I will share what I believe are essentials for anybody who is interested in stock markets and the resources to learn them, its from my experience and by no means exhaustive..
First the very basic : The Dow theory, Everybody must have basic understanding of it and must learn to observe High Highs, Higher Lows, Lower Highs and Lowers lows on charts and their
Even those who are more inclined towards fundamental side can also benefit from Dow theory, as it can hint start & end of Bull/Bear runs thereby indication entry and exits.
Next basic is Wyckoff's Theory. It tells how accumulation and distribution happens with regularity and how the market actually
Dow theory is old but
Here I will share what I believe are essentials for anybody who is interested in stock markets and the resources to learn them, its from my experience and by no means exhaustive..
First the very basic : The Dow theory, Everybody must have basic understanding of it and must learn to observe High Highs, Higher Lows, Lower Highs and Lowers lows on charts and their
Even those who are more inclined towards fundamental side can also benefit from Dow theory, as it can hint start & end of Bull/Bear runs thereby indication entry and exits.
Next basic is Wyckoff's Theory. It tells how accumulation and distribution happens with regularity and how the market actually
Dow theory is old but
Old is Gold....
— Professor (@DillikiBiili) January 23, 2020
this Bharti Airtel chart is a true copy of the Wyckoff Pattern propounded in 1931....... pic.twitter.com/tQ1PNebq7d