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Fundamental Investing Fundamental Investing

This category discusses in-depth how fundamental investing works, the forms of analysis used by fundamental investing, including but not limited to financial analysis of corporate statements, dollar cost averaging, and long term investing.

  • Fundamental Investing

    Dividend and Income Investing 

    Dividend and income investing is a powerful strategy that can help investors build wealth and achieve financial security. By focusing on investments that generate regular income through dividends, interest, or rental payments, individuals can create a reliable income stream while also benefiting from the potential for long-term growth. In this article, we will explore the …
    Dividend and Income Investing
  • Fundamental Investing

    ESG Investing and Associated Controversies 

    ESG investing, which stands for Environmental, Social, and Governance investing, has gained significant traction in recent years. This investment approach considers not only financial returns but also the broader impact of companies on the environment, society, and corporate governance practices. While ESG investing is lauded for its potential to generate positive social and environmental outcomes, …
    ESG Investing and Associated Controversies
  • Fundamental Investing

    Asset Allocation and Diversification Strategies 

    Investing is a crucial aspect of financial planning, and it is essential to develop a well-thought-out investment strategy to achieve long-term financial goals. Two key components of a successful investment strategy are asset allocation and diversification. Asset allocation refers to the allocation of investments across different asset classes, such as stocks, bonds, real estate, and …
    Asset Allocation and Diversification Strategies
  • Fundamental Investing

    Return on Equity 

    Return on Equity (ROE) is a financial metric that measures the profitability of a company in relation to its shareholders’ equity. It provides insight into how effectively a company is utilizing its equity to generate profits.  At its core, ROE indicates the return earned on the shareholders’ investment in the company. Shareholders’ equity represents the …
    Return on Equity
  • Fundamental Investing

    Current Ratio 

    In the realm of financial analysis, where the assessment of a company’s health and stability is paramount, the current ratio stands as a fundamental metric. It serves as a critical tool for evaluating a company’s short-term liquidity and its ability to meet its immediate financial obligations. Understanding the current ratio provides valuable insights into a …
    Current Ratio
  • Fundamental Investing

    Cash per Share 

    In the intricate realm of financial analysis, where decisions are often guided by the pursuit of clarity amidst complexity, the metric of cash per share emerges as a beacon of insight. Cash per share, a fundamental measure in assessing a company’s financial health, liquidity, and investment potential, holds a pivotal role in the toolkit of …
    Cash per Share
  • Fundamental Investing

    Debt-to-Equity (D/E Ratio) 

    In the intricate landscape of corporate finance, where decisions often hinge on the delicate balance between risk and reward, the debt-to-equity (D/E) ratio stands as a crucial metric. Whether you’re a seasoned investor, a budding entrepreneur, or a financial analyst, grasping the nuances of this ratio can significantly enhance your ability to gauge the financial …
    Debt-to-Equity (D/E Ratio)
  • Fundamental Investing

    Price/Earnings to Growth (PEG Ratio) 

    In the intricate world of investment analysis, where discerning value amidst volatility is paramount, the Price/Earnings to Growth (PEG) ratio emerges as a beacon of insight for investors and analysts alike.  While traditional valuation metrics like the Price-to-Earnings (P/E) ratio offer a snapshot of a company’s earnings relative to its market value, the PEG ratio …
    Price/Earnings to Growth (PEG Ratio)
  • Fundamental Investing

    Price to Sales Ratio (P/S Ratio) 

    The Price-to-Sales ratio (P/S Ratio) stands as a fundamental metric in the arsenal of financial analysts, offering a valuable glimpse into the health and potential of a company. In the ever-evolving landscape of investment analysis, where traditional measures often collide with modern methodologies, the P/S Ratio remains a steadfast beacon, illuminating the relationship between a …
    Price to Sales Ratio (P/S Ratio)
  • Fundamental Investing

    Recurring Revenue Metrics (MRR, ARR, Turn Over) 

    In the dynamic landscape of subscription-based businesses, the ability to accurately measure and analyze recurring revenue is paramount to driving sustainable growth and profitability. Recurring revenue metrics, such as Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), and Customer Turnover Rate, provide invaluable insights into the health and performance of these business models. By understanding …
    Recurring Revenue Metrics (MRR, ARR, Turn Over)