When to buy a stock using advance fundamental analysis by Lalit Mohanty

Posted By: TiranaDok
Date: July 29, 2024

When to buy a stock using advance fundamental analysis by Lalit Mohanty by Lalit Mohanty
English | July 9, 2024 | ISBN: N/A | ASIN: B0CXHWDGQG | 356 pages | EPUB | 2.11 Mb

When to buy a stock using advance fundamental analysis by Lalit Mohanty

Table of Contents

Chapter 1: Understanding Fundamental Analysis
What is Fundamental Analysis?

Key Components of Fundamental Analysis
  • Financial Statements: Balance sheet, income statement, and cash flow statement.
  • Ratios and Metrics: Price-to-earnings (P/E) ratio, earnings per share (EPS), return on equity (ROE), debt-to-equity ratio, etc.
  • Qualitative Factors: Management quality, brand strength, market position, industry trends, and regulatory environment.
Chapter 2: Analyzing Financial Statements
Balance Sheet
  • Assets: Current assets, fixed assets, intangible assets.
  • Liabilities: Current liabilities, long-term liabilities.
  • Equity: Shareholder equity, retained earnings.
Income Statement
  • Revenue: Sales, cost of goods sold (COGS).
  • Expenses: Operating expenses, non-operating expenses.
  • Net Income: Profit after all expenses are deducted from revenue.
Cash Flow Statement
  • Operating Activities: Cash generated from core business operations.
  • Investing Activities: Cash used for investing in assets.
  • Financing Activities: Cash from issuing debt or equity, and cash used for repaying debt.
Chapter 3: Financial Ratios and Metrics
Profitability Ratios
Liquidity Ratios
Solvency Ratios
Valuation Ratios

Chapter 4: Qualitative Analysis
Management Evaluation
Competitive Analysis

Chapter 5: Economic and Market Analysis
Macroeconomic Factors
  • Interest Rates: Impact on borrowing costs and consumer spending.
  • Inflation: Effect on purchasing power and costs.
  • Economic Cycles: Recession, recovery, boom, and their impact on stock prices.
Market Sentiment
  • Investor Sentiment: Market mood and its influence on stock prices.
  • Market Trends: Bull markets, bear markets, and market corrections.
Chapter 6: Valuation Techniques
Discounted Cash Flow (DCF) Analysis

Comparable Company Analysis
Precedent Transactions

Chapter 7: Timing the Market
Economic Indicators
  • Leading Indicators: Economic data that predicts future economic activity (e.g., manufacturing orders, housing starts).
  • Lagging Indicators: Data that follows economic activity (e.g., unemployment rates).
Market Indicators
  • Technical Analysis: Using charts and technical indicators to identify trends and patterns.
  • Sentiment Indicators: Surveys and data on investor sentiment and market psychology.
Contrarian Investing
  • Market Overreaction: Identifying opportunities when markets overreact to news.
Chapter 8: Case Studies
Successful Investments
  • Apple Inc. (AAPL): Analysis of Apple’s rise to a trillion-dollar company.
  • Amazon.com, Inc. (AMZN): Evaluation of Amazon’s growth strategy and market dominance.
Lessons from Failures
  • Enron Corporation: Examining the signs of financial manipulation and mismanagement.
  • Lehman Brothers: Understanding the impact of excessive leverage and risk-taking.
Chapter 9: Building a Stock Portfolio

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