All Articles
Building Your First Portfolio
A step-by-step guide to constructing a diversified investment portfolio.
Understanding ETFs
How exchange-traded funds work and why they are popular with investors.
Valuation Multiples: P/E, EV/EBITDA, and When They Mislead
Multiples are shortcuts. Learn the tradeoffs, when each metric works, and what can break them.
Risk Management for Investors: Position Sizing, Diversification, and Drawdowns
Risk management isn’t about predicting the next crash. It’s about building a portfolio that can survive one.
Building a Simple Long-Term Portfolio: Core, Satellite, and Rebalancing
A practical framework for building a portfolio you can stick with: a diversified core, small satellites, and a rebalancing plan.
How to Read a 10-K: Finding Risks, Moats, and Red Flags
A step-by-step approach to reading SEC filings so you can identify what matters and skip the noise.
Using Free Cash Flow: Quality, Reinvestment, and Shareholder Returns
Free cash flow is powerful, but not all FCF is equal. Learn how to judge its quality and usage.
Advanced Options Strategies for Hedging and Income
Explore sophisticated options strategies to protect your portfolio and generate consistent income.
Moats and Competitive Advantage: How Great Businesses Stay Great
Learn the major types of moats, how to spot them in numbers and narratives, and what can erode them.