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This video works through fundamental analysis in sequence, from the psychology of earnings through financial statements, screening companies, valuation and forecasting. It closes by looking at how to identify opportunities and adds a short section on options. Chapter timestamps in the description let you jump between parts.
Henry Chien is described as a former equity research analyst at BMO and a CFA charterholder, which explains the sell-side feel of the material. The statements section takes up the largest block of time, which is sensible because everything later depends on it.
Full course on fundamental analysis: Financial statements, screening companies, valuation, forecasting, and identifying opportunities to make money in stocks.
Upgrade your investing:
🎓 Stock Investor Accelerator Program → https://learn.henrychien.com/SIA-website
📙 Better Investment Decisions → https://henrychien.com/book/
📽️ Free Masterclass – 3 secrets of professional investors → https://henrychien.krtra.com/t/uUAlHBsQFfdT
🔧 Financial Model Updater → https://www.financialmodelupdater.com
Discount links:
📈 Get 20% off a Koyfin Subscription (the software I use in the video!) → https://www.koyfin.com/affiliate/koyfin-with-friends/?via=henry-chien
Timestamps:
01:45 Psychology of Price / Earnings
06:10 Financial Statements
31:49 Screening Companies
48:04 Valuation
01:04:53 Forecasting
01:34:02 Identifying Opportunities
01:47:15 Options
Enjoyed this video? Check out more videos on stock analysis:
The DCF explained with bond and Nvidia example
https://www.youtube.com/watch?v=AqsE1ADca4M&t
Pick stocks like a REAL professional investor! (Masterclass)
https://www.youtube.com/watch?v=yiPYCrXtC1A&t
BIO:
Henry Chien was an analyst on the award-winning Business Services equity research team at BMO. His clients included the world’s largest hedge funds and asset managers, including JP Morgan, Point72, Citadel, and Bank of Montreal.
As a research analyst, he recommended one of the top ten highest-returning investments (MSCI, +711%) in the S&P 500 between 2016 and 2021. His research has been highlighted in globally respected periodicals, including The Financial Times, Barron’s, and Institutional Investor. He is a CFA charterholder and a graduate of Brown University.
🌎 Connect with me:
My website - https://henrychien.com
Twitter - https://x.com/HenryChien4
Linkedin - https://www.linkedin.com/in/chienhenry/
DISCLAIMERS & DISCLOSURES
This content is for informational and educational purposes only and does not constitute financial or investment advice of any kind and does not establish any kind of professional-client relationship. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
Terms & Conditions apply: https://henrychien.com/terms-and-conditions/
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