Unlocking Investment Fundamentals

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  21 Chapters | Duration:

  3Investing

  Explore key concepts of investing in India, from reading financial statements to analysing stocks, reports, and ratios built for all levels of investors.

Course Objectives

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  Learn to read key financial statements

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  Understand stock research & analysis

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  Master key investing ratios & metrics

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  Decode annual & quarterly reports

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  Grasp trading basics & risk controls

• Chapter - 1

  4 mins read

  Getting Started with Fundamental Analysis

  Let’s dive into the basics—because that’s exactly what fundamental analysis is all about. In finance, 'fundamental' refers to the basic or most critical aspects on which other things rely. 'Analysis' is a systematic way of studying something. Put together, fundamental analysis refers to evaluating the financial strength of a company, its industry, competitive position, and broader economic environment. At its heart lies a detailed examination of financial statements.

• Chapter - 2

  3 mins read

  How to Read a Profit & Loss Account

  The Profit and Loss statement is one of the most essential parts of a company's financial reporting. It captures the financial outcome of the company's core operations over a specific period—typically a fiscal year. For shareholders, this document is critical as it reflects the financial health of the business and the management’s capability to generate value and sustain operations.

• Chapter - 3

  6 mins read

  How to read a Balance Sheet

  Let's begin with what is a balance sheet? A balance sheet is a snapshot of the financial condition of the company. An indispensable part of a company’s financial statements, it gives the synopsis of funds generated, their sources and how they are invested.

• Chapter - 4

  5 mins read

  How to Read a Cash Flow Statement

  If we already have a Balance Sheet and a Profit & Loss (P&L) Statement, then why is the Cash Flow Statement necessary? It’s a question most beginners in finance often ask—and rightly so.

• Chapter - 5

  6 mins read

  All You Need to Know About the Annual Report

  Imagine a publicly listed company where shareholders have no way of knowing how the company performed throughout the year or what lies ahead. That’s the gap annual reports bridge—they serve as a vital communication tool between a company's management and its stakeholders.

• Chapter - 6

  4 mins read

  How to Read an Annual Report Like a Pro

  Reading an annual report might feel overwhelming at first, especially if you're just starting your investing journey. But with the right approach, this skill becomes a powerful tool in your decision-making arsenal. Consider this your guide to navigating the annual report with clarity and confidence one section at a time.

• Chapter - 7

  4 mins read

  Interpreting and Analysing Quarterly Results with m.Stock

  Quarterly results are like a health check-up for listed companies. Every three months, these reports provide a snapshot of a company’s financial and operational performance. If you're an investor or planning to step into the stock market, knowing how to decode quarterly results is a powerful skill, and one you’ll use often

• Chapter - 8

  4 mins read

  How to Read Research Reports: A Beginner-Friendly Guide

  Stock or equity research reports are invaluable tools that empower both traders and long-term investors to make informed decisions. Created by skilled analysts, these reports provide a deep dive into a company's operations, financial health, industry position, and associated risks. The goal? To help investors determine whether a stock deserves a place in their portfolio.

• Chapter - 9

  4 mins read

  How to Apply Key Ratios from the Profit & Loss Statement

  Every investor or trader aims for successful investments, but reaching that point requires methodical planning. What you've learned so far provides a strong foundation in analysing a company’s performance but to truly sharpen your decision-making, you need tools that quantify performance effectively.

• Chapter - 10

  5 mins read

  Know About Balance Sheet Ratios: Solvency, Liquidity, and Risk Metrics

  After learning how to decode the Profit & Loss Statement, it's time to explore another crucial component of financial analysis balance sheet ratios. These ratios are vital for assessing a company’s long-term health, short-term strength, and operational risks.