Investing

  1. Security Analysis and Valuation
    1. Fundamental Analysis
      1. Top-Down vs. Bottom-Up Approach
        1. Economic Analysis
          1. GDP Growth
            1. Interest Rates
              1. Employment Data
              2. Industry Analysis
                1. Industry Life Cycle
                  1. Competitive Dynamics
                    1. Regulatory Environment
                      1. Growth Prospects
                      2. Company Analysis
                        1. Business Model
                          1. Financial Performance
                            1. Management Quality
                              1. Competitive Position
                            2. Qualitative Analysis
                              1. Business Model
                                1. Revenue Streams
                                  1. Cost Structure
                                    1. Value Proposition
                                      1. Scalability
                                      2. Competitive Advantage (Moat)
                                        1. Brand Strength
                                          1. Network Effects
                                            1. Cost Advantages
                                              1. Switching Costs
                                              2. Management Quality
                                                1. Track Record
                                                  1. Capital Allocation
                                                    1. Strategic Vision
                                                      1. Integrity
                                                      2. Corporate Governance
                                                        1. Board Independence
                                                          1. Executive Compensation
                                                            1. Shareholder Rights
                                                              1. Transparency
                                                              2. Industry Positioning
                                                                1. Market Share
                                                                  1. Competitive Threats
                                                                    1. Barriers to Entry
                                                                      1. Supplier Power
                                                                    2. Quantitative Analysis
                                                                      1. Reading Financial Statements
                                                                        1. Balance Sheet
                                                                          1. Assets
                                                                            1. Current Assets
                                                                              1. Non-Current Assets
                                                                                1. Asset Quality
                                                                                2. Liabilities
                                                                                  1. Current Liabilities
                                                                                    1. Long-Term Debt
                                                                                      1. Off-Balance Sheet Items
                                                                                      2. Shareholders' Equity
                                                                                        1. Retained Earnings
                                                                                          1. Share Capital
                                                                                            1. Treasury Stock
                                                                                          2. Income Statement
                                                                                            1. Revenue
                                                                                              1. Revenue Recognition
                                                                                                1. Revenue Quality
                                                                                                2. Expenses
                                                                                                  1. Cost of Goods Sold
                                                                                                    1. Operating Expenses
                                                                                                      1. Non-Operating Expenses
                                                                                                      2. Net Income
                                                                                                        1. Earnings Quality
                                                                                                          1. One-Time Items
                                                                                                            1. Normalized Earnings
                                                                                                          2. Cash Flow Statement
                                                                                                            1. Operating Cash Flow
                                                                                                              1. Cash Conversion
                                                                                                                1. Working Capital Changes
                                                                                                                2. Investing Cash Flow
                                                                                                                  1. Capital Expenditures
                                                                                                                    1. Acquisitions
                                                                                                                    2. Financing Cash Flow
                                                                                                                      1. Debt Issuance/Repayment
                                                                                                                        1. Dividend Payments
                                                                                                                          1. Share Buybacks
                                                                                                                      2. Key Financial Ratios and Metrics
                                                                                                                        1. Profitability Ratios
                                                                                                                          1. Earnings Per Share (EPS)
                                                                                                                            1. Basic EPS
                                                                                                                              1. Diluted EPS
                                                                                                                                1. EPS Growth
                                                                                                                                2. Return on Equity (ROE)
                                                                                                                                  1. DuPont Analysis
                                                                                                                                    1. Sustainable Growth Rate
                                                                                                                                    2. Return on Assets (ROA)
                                                                                                                                      1. Gross Profit Margin
                                                                                                                                        1. Operating Margin
                                                                                                                                          1. Net Profit Margin
                                                                                                                                          2. Valuation Ratios
                                                                                                                                            1. Price-to-Earnings (P/E) Ratio
                                                                                                                                              1. Trailing P/E
                                                                                                                                                1. Forward P/E
                                                                                                                                                  1. PEG Ratio
                                                                                                                                                  2. Price-to-Book (P/B) Ratio
                                                                                                                                                    1. Tangible Book Value
                                                                                                                                                      1. Market-to-Book Ratio
                                                                                                                                                      2. Price-to-Sales (P/S) Ratio
                                                                                                                                                        1. Enterprise Value Ratios
                                                                                                                                                        2. Leverage Ratios
                                                                                                                                                          1. Debt-to-Equity (D/E) Ratio
                                                                                                                                                            1. Total Debt
                                                                                                                                                              1. Net Debt
                                                                                                                                                              2. Debt-to-Assets Ratio
                                                                                                                                                                1. Interest Coverage Ratio
                                                                                                                                                                  1. Debt Service Coverage
                                                                                                                                                                  2. Liquidity Ratios
                                                                                                                                                                    1. Current Ratio
                                                                                                                                                                      1. Current Assets vs. Current Liabilities
                                                                                                                                                                      2. Quick Ratio
                                                                                                                                                                        1. Acid Test Ratio
                                                                                                                                                                        2. Cash Ratio
                                                                                                                                                                        3. Efficiency Ratios
                                                                                                                                                                          1. Asset Turnover
                                                                                                                                                                            1. Inventory Turnover
                                                                                                                                                                              1. Receivables Turnover
                                                                                                                                                                              2. Market Ratios
                                                                                                                                                                                1. Dividend Yield
                                                                                                                                                                                  1. Dividend Sustainability
                                                                                                                                                                                    1. Payout Ratio
                                                                                                                                                                                    2. Market Capitalization
                                                                                                                                                                                      1. Book Value Per Share
                                                                                                                                                                                    3. Discounted Cash Flow (DCF) Analysis
                                                                                                                                                                                      1. Free Cash Flow Projections
                                                                                                                                                                                        1. Revenue Forecasting
                                                                                                                                                                                          1. Expense Projections
                                                                                                                                                                                            1. Capital Expenditure Planning
                                                                                                                                                                                              1. Working Capital Changes
                                                                                                                                                                                              2. Discount Rate Selection
                                                                                                                                                                                                1. Weighted Average Cost of Capital (WACC)
                                                                                                                                                                                                  1. Cost of Equity
                                                                                                                                                                                                    1. Cost of Debt
                                                                                                                                                                                                      1. Risk Adjustments
                                                                                                                                                                                                      2. Terminal Value Calculation
                                                                                                                                                                                                        1. Perpetual Growth Method
                                                                                                                                                                                                          1. Exit Multiple Method
                                                                                                                                                                                                            1. Sensitivity Analysis
                                                                                                                                                                                                      3. Technical Analysis
                                                                                                                                                                                                        1. Core Assumptions
                                                                                                                                                                                                          1. Market Action Discounts Everything
                                                                                                                                                                                                            1. Efficient Price Discovery
                                                                                                                                                                                                              1. Information Incorporation
                                                                                                                                                                                                              2. History Tends to Repeat
                                                                                                                                                                                                                1. Pattern Recognition
                                                                                                                                                                                                                  1. Market Psychology
                                                                                                                                                                                                                2. Support and Resistance Levels
                                                                                                                                                                                                                  1. Identifying Key Levels
                                                                                                                                                                                                                    1. Historical Price Points
                                                                                                                                                                                                                      1. Psychological Levels
                                                                                                                                                                                                                        1. Volume Confirmation
                                                                                                                                                                                                                        2. Breakouts and Breakdowns
                                                                                                                                                                                                                          1. Volume Confirmation
                                                                                                                                                                                                                            1. False Breakouts
                                                                                                                                                                                                                              1. Continuation Patterns
                                                                                                                                                                                                                            2. Key Indicators and Oscillators
                                                                                                                                                                                                                              1. Moving Averages
                                                                                                                                                                                                                                1. Simple Moving Average (SMA)
                                                                                                                                                                                                                                  1. Calculation Method
                                                                                                                                                                                                                                    1. Trend Following
                                                                                                                                                                                                                                    2. Exponential Moving Average (EMA)
                                                                                                                                                                                                                                      1. Weighting Recent Prices
                                                                                                                                                                                                                                        1. Faster Response
                                                                                                                                                                                                                                        2. Moving Average Crossovers
                                                                                                                                                                                                                                          1. Golden Cross
                                                                                                                                                                                                                                            1. Death Cross
                                                                                                                                                                                                                                          2. Momentum Indicators
                                                                                                                                                                                                                                            1. Relative Strength Index (RSI)
                                                                                                                                                                                                                                              1. Overbought/Oversold Levels
                                                                                                                                                                                                                                                1. Divergence Analysis
                                                                                                                                                                                                                                                2. Moving Average Convergence Divergence (MACD)
                                                                                                                                                                                                                                                  1. Signal Line Crossovers
                                                                                                                                                                                                                                                    1. Histogram Analysis
                                                                                                                                                                                                                                                    2. Stochastic Oscillator
                                                                                                                                                                                                                                                      1. %K and %D Lines
                                                                                                                                                                                                                                                        1. Slow vs. Fast Stochastic
                                                                                                                                                                                                                                                      2. Volatility Indicators
                                                                                                                                                                                                                                                        1. Bollinger Bands
                                                                                                                                                                                                                                                          1. Standard Deviation Bands
                                                                                                                                                                                                                                                            1. Squeeze and Expansion
                                                                                                                                                                                                                                                            2. Average True Range (ATR)
                                                                                                                                                                                                                                                              1. Volatility Measurement
                                                                                                                                                                                                                                                                1. Stop Loss Placement
                                                                                                                                                                                                                                                            3. Chart Patterns
                                                                                                                                                                                                                                                              1. Reversal Patterns
                                                                                                                                                                                                                                                                1. Head and Shoulders
                                                                                                                                                                                                                                                                  1. Left Shoulder, Head, Right Shoulder
                                                                                                                                                                                                                                                                    1. Neckline Break
                                                                                                                                                                                                                                                                    2. Double Top and Double Bottom
                                                                                                                                                                                                                                                                      1. Confirmation Requirements
                                                                                                                                                                                                                                                                        1. Volume Analysis
                                                                                                                                                                                                                                                                        2. Triple Top and Triple Bottom
                                                                                                                                                                                                                                                                        3. Continuation Patterns
                                                                                                                                                                                                                                                                          1. Triangles
                                                                                                                                                                                                                                                                            1. Ascending Triangle
                                                                                                                                                                                                                                                                              1. Descending Triangle
                                                                                                                                                                                                                                                                                1. Symmetrical Triangle
                                                                                                                                                                                                                                                                                2. Flags and Pennants
                                                                                                                                                                                                                                                                                  1. Brief Consolidation
                                                                                                                                                                                                                                                                                    1. Trend Continuation
                                                                                                                                                                                                                                                                                    2. Rectangles
                                                                                                                                                                                                                                                                                  2. Volume Analysis
                                                                                                                                                                                                                                                                                    1. Volume Confirmation
                                                                                                                                                                                                                                                                                      1. Volume Patterns
                                                                                                                                                                                                                                                                                        1. On-Balance Volume (OBV)
                                                                                                                                                                                                                                                                                      2. Efficient Market Hypothesis (EMH)
                                                                                                                                                                                                                                                                                        1. Weak Form Efficiency
                                                                                                                                                                                                                                                                                          1. Past Price Information
                                                                                                                                                                                                                                                                                            1. Technical Analysis Implications
                                                                                                                                                                                                                                                                                            2. Semi-Strong Form Efficiency
                                                                                                                                                                                                                                                                                              1. Public Information
                                                                                                                                                                                                                                                                                                1. Fundamental Analysis Implications
                                                                                                                                                                                                                                                                                                2. Strong Form Efficiency
                                                                                                                                                                                                                                                                                                  1. All Information
                                                                                                                                                                                                                                                                                                    1. Insider Information
                                                                                                                                                                                                                                                                                                    2. Implications for Investors
                                                                                                                                                                                                                                                                                                      1. Active vs. Passive Strategies
                                                                                                                                                                                                                                                                                                        1. Market Anomalies
                                                                                                                                                                                                                                                                                                          1. Behavioral Finance Challenges
                                                                                                                                                                                                                                                                                                          2. Criticisms and Limitations
                                                                                                                                                                                                                                                                                                            1. Market Anomalies
                                                                                                                                                                                                                                                                                                              1. Behavioral Biases
                                                                                                                                                                                                                                                                                                                1. Information Processing Delays

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                                                                                                                                                                                                                                                                                                            4. Investment Vehicles

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                                                                                                                                                                                                                                                                                                            6. Portfolio Management