How to Review a Recommended Stock

Summary: This course introduces the key elements in a quick rounded review of a stock that has been recommended by a trusted and competent investor. It teaches how to perform this in 2-4 hours at most to be able to reach your own decision.

Take-Away: At the end of the course, you will have a clear understanding of the main aspects of the business behind the stock and will be able to make a buy/no-buy decision based on your level of comfort.

Importance: Performing a quick, rounded overview is critical even when the stock is recommended by someone you trust. The process will educate you and make your decision understandable to yourself, setting you up to avoid panic in the future if and when the market crashes, so you can avoid selling in panic and staying along for the big gains.

Content: In this course, we will look at the business model and strategy, quality of management, financials, and valuation. Each of this section is an overview and will enable you to undertake your own review.