Company analysis
Learn how to evaluate companies.
Financial statements
Behind every stock there is a company. Learn what's inside every company.
Introduction to Financial Statements
Understanding financial statements is essential for any investor or person interested in the fiel...
Income Statement of a Company (Profit and Loss)
The income statement, also known as the profit and loss statement, is one of the main financial r...
Balance
Introduction to the Balance Sheet The balance sheet, also known as the statement of financial po...
Cash Flows
Cash flows are one of the most critical financial tools for evaluating the economic health of a c...
Accounting Fundamentals
Financial accounting is the cornerstone of transparency and decision-making in investment markets...
Leases
A lease is a contract in which the lessor (owner of the asset) grants the lessee (user of the ass...
Company valuation
Learn how to know if a stock is expensive or cheap in relation to the company's stock market valu...
The stages of the business growth cycle
1. Startup Stage Focus: Developing the product or service, establishing a market presence. Ke...
Business Valuation - Valuation Multiples
Business valuation is a fundamental process in finance and investments as it determines a company...
Return Indicators
Return indicators are metrics used to evaluate a company's profitability in relation to various f...
Debt, Solvency, and Liquidity Ratios
In the world of investments and corporate finance, financial ratios are essential tools for asses...
MOAT and How It Affects Valuations
MOAT, or competitive moat, is the advantage that protects a company from its competitors and allo...
WACC: Weighted Average Cost of Capital
* This is an advanced topic that is mainly relevant for financial modeling, in-depth company anal...
Discounted Cash Flow (DCF)
* This is an advanced topic that is mainly relevant for financial modeling, in-depth company anal...
Uses of capital
Learn the key factor in creating shareholder value.
Stock Buybacks
Stock buybacks are one of the most commonly used financial strategies by companies to manage thei...
Capital Increases
Capital increases are a key financial tool used by companies to obtain additional resources. They...
Mergers and Acquisitions
Acquisitions Often Have a History of Poor Outcomes The evidence is clear: while acquisitions ten...
Sector Valuation and KPIs
Learn the differences between the different sectors.
The Oil and Gas Industry
Oil, often called “black gold,” is the backbone of the global energy system. Since the 19th centu...
REITs
Real Estate Investment Trusts (REITs) are publicly traded real estate investment companies. Their...
Insurance Companies
Insurance companies are financial entities specialized in risk management through the issuance of...
Retail Sector and Subscription Models
The retail sector is a fundamental pillar of the economy, covering everything from supermarkets t...
Pharmaceutical Industry
The pharmaceutical sector is a highly specialized and diverse industry, ranging from large multin...
Mining Industry
The mining industry is a fundamental pillar of the global economy, providing essential resources ...