Articles and Resources

An introduction to stock screeners and how to use these powerful tools to identify potential investments.

Explore the benefits of building your own financial models for investment analysis.

The collective wisdom of some of the best traders as covered in Market Wizards.

Introduction to the strategic nuances of short selling, a trading technique used to capitalize on the anticipated decline of stock prices.

Meet the investors who have beaten that market as covered in the Market Wizards series by Jack D. Schwager.

Explore the key factors that make beating the market a formidible challenge.

How to find a middle ground when you're stuck between active and passive investing.

Stock market APIs provide users with accurate, relevant and up-to-date stock market data for a variety of use cases. Find out why you should use a stock market API and how to select the right one.

Overview of essential financial metrics crucial for investors, including Earnings Per Share (EPS), Price-to-Earnings Ratio (P/E), Return on Equity (ROE), Debt-to-Equity Ratio (D/E), Dividend Yield, Price-to-Book Ratio (P/B), and liquidity ratios like Current and Quick Ratios.

An in-depth exploration of End-of-Day (EOD) stock data, discussing its definition, importance for investors, methods of analysis, and comparison with intraday data.

A comprehensive guide to Magic Formula Investing, detailing its methodology, application, and effectiveness, with insights into Joel Greenblatt's success and practical examples for investors.

What constitutes this US Public Company data - including financial statements and stock prices and their sources, such as SEC filings and stock exchanges.

An look at how data accuracy and standardization impacts stock analysis

An introduction to stock fundamentals

Down 90% from it's post-listing highs and still overvalued by $12bn

Stride Learning (LRN) has delivered impressive results since 2020. We think they're just getting started.

Dive into the essential elements of the cash flow statement and uncover the dynamics of liquidity in a business.

Explore the intricacies of a balance sheet, including key components like assets, liabilities, and equity.

Delve into the crucial aspects of reading and analyzing an income statement and its composite components, including revenue, expenses, and net income.

An introductory guide that explores key stock market concepts, including stock exchanges, price factors, market capitalization, and market indices and ETFs.

Rising interest rates, tighter capital markets and dwindling cash reserves mean that more than 40% of US public companies have been living on borrowed time. We think the music is about to stop.