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SEC Filings: The Ultimate Due Diligence Tool for Investors
For any investor looking to make an informed decision about a potential investment, conducting thorough due diligence is essential. One of the most valuable tools in an investor's arsenal is the wealth of information available through a company's filings with the U.S. Securities and Exchange Commission (SEC). These SEC filings provide an unparalleled view into a company's financial health, operations, management, and much more. Understanding SEC Filings The SEC requires al
Apr 6, 20244 min read


Why Market Cap is a Misleading Valuation Metric
Market capitalization, or "market cap" for short, is one of the most commonly cited valuation metrics used by investors to assess the size and value of a publicly traded company. Market cap is calculated by multiplying a company's current stock price by the total number of outstanding shares. For example, if a company has 100 million shares outstanding and the current stock price is $50 per share, the market cap would be $5 billion (100 million x $50). Market cap is view
Apr 5, 20244 min read


Maximizing Venture Optionality: A Key Strategy for Savvy Investors
In the world of venture capital and startup investing, one critical concept that successful investors understand well is optionality....
Apr 4, 20245 min read


Understanding COGS: A Crucial Metric for Investors
For investors evaluating companies, particularly those involved in manufacturing or retail, one of the most important metrics to analyze...
Apr 3, 20243 min read


Understanding Endogeneity and Its Impact on Investment Analysis
Endogeneity is a critical concept in econometrics and investment analysis that investors should be aware of. It refers to a situation...
Apr 2, 20244 min read


The Robinhood Effect - The Rise of the Day Trading Retail Investor and Its Perils
With the proliferation of easy-to-use trading apps and $0 commission fees, a new breed of retail investor has emerged - the day trader....
Apr 1, 20243 min read


Understanding RSUs and PSUs: A Guide for Investors
For investors analyzing public companies, it's important to understand different forms of employee compensation, including equity-based...
Mar 29, 20244 min read


Why Retail Investors Should Avoid Options Trading
Options trading is an advanced investing strategy that involves a high degree of risk and complexity. While options can provide...
Mar 28, 20244 min read
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