How I Research Stocks - Step-by-Step Fundamental Analysis

How I Research Stocks - Step-by-Step Fundamental Analysis

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Publish Date:
February 25, 2024
Stock Investing
Video License
Standard License
Imported From:

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00:00 - Introduction
02:02 - Screening for ideas
03:09 - Understanding the business
05:51 - Understanding the finances
09:50 - Understanding the strategy
13:00 - Stock Valuation
15:44 - Review and finalize notes
17:11 - Conclusion

Resources (no current affiliation):
- Free Screener:
- Free Data Terminals (some with watchlists/screeners)
- (an old sponsor)
- Free Watchlist:

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This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).

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