How I Research Stocks - Step-by-Step Fundamental Analysis
The Plain Bagel
@theplainbagelAbout
Investing and personal finance educational videos with a hint of economics, posted regularly. I'm a CFA charterholder and CFP professional working as an analyst for an investment management company in Ottawa. I'm a huge finance nerd and am passionate about the field - I think people lack the resources they need to make educated financial decisions, and hopefully this channel helps with that! For collaboration/other inquiries: [email protected] For sponsorships: [email protected] DISCLAIMER: The videos on this channel are for education purposes only and do not constitute financial advice. Richard Coffin does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.
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Video Description
This video is sponsored by Morning Brew - use the following link to sign up for their awesome newsletter: https://morningbrewdaily.com/theplainbagel 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: https://finviz.com/screener.ashx - Free Data Terminals (some with watchlists/screeners) - https://www.tikr.com/ - https://app.koyfin.com/ - https://wallmine.com/ (an old sponsor) - Free Watchlist: https://www.bloomberg.com/markets/watchlist If you'd like to support the channel, you can do so at https://www.patreon.com/ThePlainBagel :) DISCLAIMER: 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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