Market Education Articles

Value Investing – Top Lessons Learned from being a Value Investor Part 4
Some of the most lessons one learns as a value investor is recognizing one can be wrong, and analyzing companies…
What are Earnings Calls and How to Prepare, Listen and Analyze Them
Almost all publicly listed companies have calls. Listed companies are required by law to provide detailed regular reports on the…
Value Investing – Top Lessons Learned from being a Value Investor Part 3
In this third part of top lessons learned as a value investor, we will pick-up on the main lessons we…
Event Driven Investing: Special Situations – Equities – Merger/Risk Arbitrage
We have previously gone through various forms fundamental analysis from DCF Analysis, Comparable Company analysis and Comparable Transaction Analysis. In…
Top Lessons Learned from being a Value Investor Part 2
In our previous article, we wrote about some of the top lessons we have learned from being a Value Investor.…
Equities – Comparable Transaction Analysis
Comparable Transaction Analysis In this 3rd installment of the type of fundamental analysis that professional analysts and investors conduct when making…
Fundamental Analysis
Top Lessons Learned from being a Value Investor Part 1
Within the investing space, there are various forms of investing or trading. Some investors are very short-term an in fact…
Fundamental Analysis
Equities – Comparable Company Analysis
Various Methods – Comparable Company Analysis Previously we have covered the basics of fundamental analysis of valuing a company through DCF…
Fundamental Analysis
Equities – Using a Discounted Cash Flow Model
There are various ways one as an investor can value an asset, let it be listed stock, bond, private company…
Fundamental Analysis
Terminology – what is what?
Markets The FX market is the global currency market for trading currencies. The FX market is the biggest market in…
Stock Brokers
A stock broker, or commonly called a brokerage, is a regulated business institution that provides the services needed to buy…
Option Trading Strategies
Using options in your trading/investing is basically adding an additional dimension to your risk trading. Being long or short is…
Derivatives
A derivative is a security where the price of the derivative contract depends on one or more underlying assets. The…
Risk and p/l management
Risk – volatility of returns Risk is a complex area and much has been written on the topic. Simplified I…
Market psychology
The below image of frustration shows what most people have experienced when it comes to trading. Trading is an emotionally…
Fundamental Analysis
Fundamental analysis is considered to be the cornerstone of investing. Fundamental analysis involves studying revenues, expenses, liabilities etc in order…
Candlestick charts
Candlestick charts were developed in Japan in the 17th century by the rice merchant/trader Munehisa Homma. Candlestick charts have gained…
Technical Analysis
Technical analysis (TA)  is the study of charts and the interpretation of those regarding a company’s share price. The technician…
Trading Rules
Many individuals start trading, hoping to make big returns, but lack plan and strategy of how to succeed. You need…
Investing and Trading
People refer to investing as the long term financial commitment in order to gain returns. Investing is based on longer…