Group IV
Doing the work
How the work is actually done — theory, accounting, statements, analysis, research, execution, portfolios and the ethical frame around all of it.
- 22Investment theory and riskThe academic spine everything else hangs on — cited by later topics rather than re-derived.8 lessons
- 23Accounting for investorsWhat the numbers are before anyone analyses them — legitimate, disclosed choices that change the reported picture.10 lessons
- 24Reading financial statements, line by lineThe anatomy series — each lesson maps to one field in the MarketClue financials view.19 lessons
- 25Types of analysisFundamental, technical, quantitative and sentiment, plus multiples, DCF, moats and earnings season.19 lessons
- 26Company research and filingsA repeatable research process: 10-K, 10-Q, 8-K, proxies, EDGAR, footnotes, calls, Form 4, 13F.10 lessons
- 27Inside the company: corporate finance and governanceCapital allocation, capital structure and WACC, the ROIC test, governance and pay.9 lessons
- 28Investment strategies and schools of thoughtDescribed, never prescribed — value, growth, income, index, momentum, factor, ESG, contrarian.13 lessons
- 29Orders and executionOrder types and duration, the order book, slippage, and four risk-forward lessons.14 lessons
- 30Brokerages and accountsWhat a brokerage does, broker types, order flow, custody, investor protection, evaluation criteria — no shortlist.11 lessons
- 31Portfolio and risk managementConcepts and measurement, never allocation advice: MPT, correlation, sizing, hedging, benchmarking.12 lessons
- 32Behavioural finance and investor psychologyBiases, prospect theory, FOMO, overtrading, reading financial media critically, an information diet.9 lessons
- 33Regulation, ethics and investor protectionRegulatory architecture, KYC and AML, market abuse, fraud recognition, account security, where to report.11 lessons