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investment-and-trading-resources's Introduction

Investment & Trading Resources

  • Updated 06 Sept 2021
  • Recommend resources to me on Discord (Netu#5570) or Twitter (Stephen_Netu).
  • Append ?raw=true to any file URL on this repository (or any file on Github) to get the direct link.

Fundamental Analysis Shorthand & Definitions

  • Revenue (TTM)* - The income generated from normal business operations and includes discounts and deductions for returned merchandise.
    • TTM (Trailing 12 Months)
  • EV/EBITDA - Earnings before interest, taxes, depreciation, and amortization.
  • P/S - Profits-to-Sales-Ratio - Valuation ratio that compares a company’s stock price to its revenues.
  • P/E Price-to-Earnings-Ratio - Ratio for valuing a company that measures its current share price relative to its per-share earnings.
  • Price-to-Book Ratio - Comparison of a firm's market capitalization to its book value.
  • P/CF - Price-to-Cash-to-Share - Ratio is a stock valuation indicator or multiple that measures the value of a stock’s price relative to its operating cash flow per share.
  • FCF - Price-to-Free-Cash-Flow - Equity valuation metric used to compare a company's per-share market price to its per-share amount of free cash flow (FCF).
  • PEG - Price-to-Earnings-to-Growth - P/E ratio divided by the growth rate of its earnings for a specified time period.
  • EPS - Earnings-per-Share - Calculated as a company's profit divided by the outstanding shares of its common stock.

Stay Informed

  • I follow a variety of folks for one reason or another. News sources, specific "furus" (financial gurus), you name it. I am always open to other sources.
  • I keep my Twitter feed nice and tidy with https://tweetdeck.twitter.com/ - just ask me if you need help setting it up!
  • Remember, not everyone here is followed because they post correct information. Keep your enemies closer.

Fintwit (Financial Twitter)

@kerberos007
@MikeBloomberg
@TradeHawk
@TraderTexMex
@stoolpresidente
@OptionsHawk
@Bloomberg
@SquawkStreet
@SquawkCNBC
@JoeSquawk
@SquawkAlley
@cleantechfacts
@SDOHnews
@ictradingstock
@Trading_Sunset
@DeItaone
@FirstSquawk
@IntelCrab
@shortablestocks
@ScotchStocks
@Socratrades
@BigTechAlert
@realwillmeade
@SqueezeMetrics
@chamath
@jimcramer
@elonmusk
@YourBoyMilt
@jam_croissant
@ericaltm
@dalter28
@vladtenev
@sprucepointcap
@ctfn_news
@kylascan
@WhiteResearch
@Guruleaks1
@yup_its_lily
@nope_its_lily
@snorlax_support
@unusual_whales
@final_october
@astronautical69
@RektHQ
@GMEBrad
@SharkofTraders
@tradinggrounds
@TeddyKGBgang
@vigtecofficial
@StockDweebs
@LastMarginCall
@MarinerResearch
@HumbledTrader18
@HindenburgRes
@JHannisdahl
@MikoMitch

Tools, Completely or Mostly Free

"Smörgåsbords"

Sentiment/News/Social Media

ETFs

Economics

Stocks

Whale Tracking

Buying / Selling from Insiders / Institutions

Short Interest

Options Calculator/Strategy Builder

  • https://optionstrat.com/ - Build spreads and more complex orders with a visual GUI. Does have some premium features you can do without.

Data Sources

Quandl - https://www.quandl.com/ IEX Trading - https://iextrading.com/

TL;DR or TL;DW

Timestamps

  • Preparing to Invest Summary 29:11
  • Building the Story 30:17
  • Stock Categories 37:04
  • Great Company Attributes 43:19
  • Stocks to Avoid 52:46
  • Importance of Earnings 59:11
  • Two Minute Drill 1:04:30
  • Two Minute Summary 1:20:32
  • Some Famous Numbers 1:20:52
  • Growth Company Phases 1:31:09
  • Final Check List 1:33:11
  • Designing a Portfolio 1:38:08
  • Best Time to Buy and Sell 1:44:23
  • Silly Things Said 1:49:50
  • Long Term View 2:01:50
  • Impact of News Events 2:03:51

Lynch's Checklist

  1. P/e ratio high or low?
  2. % inst ownership - insiders buying/buying back shares?
  3. Balance sheet strong?
  4. Dividends always paid? Raised?
  5. Long term growth rate?
  6. Cyclicals - check inventory rates and know your cyclicals
  7. P/E ratio at or near the growth rate?
  8. Cash/debt and debt structure?
  9. Assets? Any hidden?
  10. Put stocks into categories.
  11. Avoid hot stocks in hot industries.
  12. Take advantage of fundamental knowledge you hear from your job/friends/social circles.
  13. If price is grossly overpriced, you won't make any money, even if it does more (again P/E ratio).
  14. Be patient: a watched stock never boils.
  15. Put as much time as you put into buying a stock that you put into a new refrigerator.

Courses

Mathematics with Applications in Finance

Course Description: The purpose of the class is to expose undergraduate and graduate students to the mathematical concepts and techniques used in the financial industry. Mathematics lectures are mixed with lectures illustrating the corresponding application in the financial industry. MIT mathematicians teach the mathematics part while industry professionals give the lectures on applications in finance. https://ocw.mit.edu/courses/mathematics/18-s096-topics-in-mathematics-with-applications-in-finance-fall-2013/video-lectures/ (As you will need a base-level understanding of linear algebra for this course, I will try and find some simple, approachable refreshers for us. If you know of any, please send them my way!)

Additional Linear Algebra Refreshers

Otherwise Unspecified books, articles, guides, etc.

ThinkOrSwim Scanners, Studies, & More

Scanners

Columns & Watchlists

Charts & Studies

Crypto & NFTs

FTM ECO

Chart

Leverage

Yield

NFTs

Trading

investment-and-trading-resources's People

Contributors

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