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Investing 101 - Module 1.3
GuruFocus· 2025-10-16 18:22
So, now that we've covered some of the foundational basics, like what stocks are, how the stock market works, and some ways to classify different kinds of stocks, the next step is to discuss strategies for being able to quickly analyze a stock and determining whether it's a good or bad candidate for your investment. ...
Investing 101 - Module 6.4
GuruFocus· 2025-10-16 17:59
Once you have these top contenders added to your Guru Focus portfolio, from there you can do much deeper analysis and set up all kinds of customizable alerts to monitor their activity moving forward. This is a powerful tool to test different theories or monitor your real investments over time. And once you've made it through each of these steps, you will have successfully completed a repeatable investing process for finding quality candidates, vetting and monitoring them with a process you can refine in the ...
Investing 101 - Module 6.3
GuruFocus· 2025-10-16 17:56
Once you've refined the criteria of this screener, it'll leave you with a short list of potential candidates. At that point, your next step is to run those candidates through our litmus test we discussed in module 2. You can use your customizable screener view to quickly assess things like GF score and moat ranking to quickly get a feel for which of those candidates deserve further attention.and the ones that do you should add to a portfolio for further analysis. Now remember the stocks that make this portf ...
Investing 101 - Module 6.1
GuruFocus· 2025-10-16 17:11
The next thing you're going to want to do is build your custom screener to reflect your particular strategy. Now, as we discussed previously, Guru Focus has tons of pre-built screens built around different investing principles that you can use as a jumping off point. Or you can build your own by setting your criteria and filters around some of the different metrics and principles we talked about previously, such as minimum thresholds for financial strength, profitability, and growth rates.And if you need he ...
Investing 101 - Module 6.1
GuruFocus· 2025-10-16 17:10
So, now that you've built a strong foundation in the basics of investing, it's time to put that knowledge into action. This final module is kind of like your capstone project, an opportunity to take everything you've learned so far and discuss how to apply them to real investment decisions. For this module, make sure you download the associated capstone workbook and stock analysis checklist.They should help guide you through this process. So, first you're going to outline your personal investment strategy. ...
Investing 101 - Module 5.5
GuruFocus· 2025-10-16 17:06
Now, as powerful as these tools are, tools alone don't build portfolios. Investors do. The key is to combine the foundational knowledge we've covered with the tools that allow you to execute them and start putting that plan into action.And that's what we'll cover in the next module. In order to apply this knowledge, we'll take everything we've covered so far and create a road map for putting it into practice. We'll talk about building custom screeners, analyzing real stocks, and assembling your first portfo ...
Investing 101 - Module 5.4
GuruFocus· 2025-10-16 17:04
Insider Trading Analysis - Insiders typically buy lots of stock when they think the company is undervalued or set to grow [1] - Guru Focus provides screeners to help find stocks that insiders are buying [1] Investment Strategy - It's always better to investigate opportunities from multiple angles, regardless of investing style [1] - Guru Focus allows users to investigate opportunities with ease by putting all tools in one place [1]
Investing 101 - Module 5.3
GuruFocus· 2025-10-16 17:03
Another super useful tool for sparking ideas as well as validating your own is by following guru and insider traits. By studying the buying and selling activity of both the world's most successful investors and some of the world's most knowledgeable insiders, you can gain key insights into opportunities and risks, helping you navigate market conditions. This will help you easily identify potentially high performing investments.as well as recognizing emerging trends before the crowd. Additionally, it'll help ...
Investing 101 - Module 5.1
GuruFocus· 2025-10-16 16:57
In this module, you'll learn how to use Guru Focus's professional-grade research tools to identify stocks that meet your unique approach. We'll discuss things like screeners, model portfolios, and trade data from top investors and company insiders. First, we have to talk about stock screeners.Screeners are incredibly powerful tools that let you quickly filter through thousands of stocks and identify just the ones that meet the criteria you're most interested in. By setting different parameters such as valua ...
Investing 101 - Module 4.3
GuruFocus· 2025-10-16 16:53
Investment Strategy - Selling stocks is acceptable to avoid potential losses and capitalize on new opportunities [1] - Selling is appropriate if a company's fundamentals deteriorate or growth catalysts fail [2] - Selling is also acceptable if a better opportunity arises or life circumstances change [3] Risk Management - Confidence in the investment process is crucial for disciplined investing, especially during market volatility [3] - Building a firm foundation of knowledge is recommended over blind faith [4] - Investors should invest within their circle of competence to make informed decisions [4] - Staying within one's circle of competence allows for learning from mistakes and refining strategy [5] Long-Term Investing - Successful long-term investors prioritize knowledge and avoid short-term thinking and emotions [6] - Continuously pursuing knowledge expands the circle of competence over time [5]