Stock Research 101

Stock Research 101

Welcome to Stock Research 101. We have two separate stock research resources that you can avail yourself of. The first resource is our three part blog series on how to use Stock Rover to research a stock in the real world. The second resource is a multi-part guided course on fundamental research.

Each resource is described in more detail below.

How to Research a Stock in Stock Rover – 3 Part Blog Series

This is a three part series designed to show you how to effectively use Stock Rover to research a stock. We will be using Microsoft (MSFT) as our example company.

The three part series focuses on researching a stock in the following sequence:

  • Part 1 – Doing a deep dive on a stock using the Insight Panel
  • Part 2 – Comparison with peers using the Table
  • Part 3 – Price performance and technicals using the Charting Facility

Introduction to Fundamental Stock Research – 12 Part Guided Course

This is a 12 part guided course that will walk you through some of the basics of stock research, with practical guidance and exercises to try. The goal is to help you become an independent investor who is able to understand and interpret financial data in order to make informed investing decisions.

Even though there is a lot to say about investing, we don’t want to overwhelm you with too much information all at once. Each chapter is short and has concrete tasks for you to practice. We’ll also be sprinkling in links to additional resources.

Table of Contents

  1. Introduction to this Guide (this page)
  2. A Few Introductory Concepts
  3. A Workflow for Researching Stocks
  4. Balance Sheet
  5. Income Statement
  6. Cash Flow Statement
  7. Profitability
  8. Valuation
  9. Risk Considerations
  10. Portfolio Construction
  11. Performance Evaluation
  12. Next Steps

Almost all of the financial information we discuss can be found directly in Stock Rover, and we’ll be linking to supporting materials that show you where to find it all.

This guide was created in partnership with bivio, which provides online investment club accounting and hedge fund management services.