
Beginner's Guide to Assessing Public Equities
Download step-by-step guide or Excel templates by clicking the file links below.
How to use files.
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How to use downloads and files.
Step 1. Download excel file and allow extensions QuickFS. This is used for fundamental analysis.
Step 2. Open excel file in this post and allow Stock data on the 'Data' tab. This is used for technical research.
Step 3. Enter the ticker in $C$16 and name of the company in $C$17.
No-BS Guide to Picking Stocks
Figure out if is worth your money.
Step 1: What’s the Business?
Competitive advantage: What value does it provide for someone, how much does it cost, and how often do they use it.
Step 2: Follow the Money
How do they make money (subscription, product, service) and how do they lose money(bad spending, litigations, assets that don't correlate with core business model. I determine what drives the stock price the most so we know how it trades, off fundamental data, like sales, or technically from news and politics.
Revenue is vanity, earning is sanity, but cash is king.
Step 3: Market and People
Look at who’s running it. What are the growth propsects of the competiton.
© 2025 Matador Solutions, LLC
