Free guides for everyday investors. Learn to read SEC filings, understand financial metrics, and research any public company — without needing a finance degree.
A step-by-step beginner's guide to evaluating any public company using SEC filings, financial statements, and public data. The same information professional analysts use — and it's free.
You don't need to read every page. Here's exactly where to focus so you don't waste hours on the parts that don't matter.
The agency behind every filing you'll ever read — what it does, and why it quietly protects you as an investor.
The frustration that started it all — and why reading a 10-K shouldn't require a finance degree.
The closest thing to a company's full report card — and the few sections that actually matter.
Annual vs quarterly filings — when to read which, and what each one is actually for.
How much a company keeps from every dollar of sales — and why it separates great businesses from average ones.
How much a company borrows versus what it owns — and when debt is healthy versus a warning sign.
A repeatable 6-step framework for evaluating any public company — start to finish.
The agency behind every filing you'll read — and how it quietly protects everyday investors.
The frustration that started it all — and why reading a 10-K shouldn't take a finance degree.
The money a company brings in from sales — and why its growth matters more than the raw number.
The profit a company actually keeps after every expense and tax — the famous "bottom line."
How much profit a company makes for each share of stock — the headline of every earnings report.
How much investors pay for each dollar of profit — the most quoted number in investing.
The real cash a business has left after running itself — the number investors trust over profit.
How efficiently a company turns shareholder money into profit — a favorite of long-term investors.
How profitable a company's core business is, before interest and taxes cloud the picture.
A fast health check: can a company pay its bills over the next year?