Happy (belated) New Year, Commonstock. I’m excited for this upcoming earnings season because we get to see (and hear) about the health of our favorite companies over the course of the whole year rather than just the quarter (10K szn 😎). Ahead of the massive onslaught of earnings we are getting over the next few weeks, I’m going to share my stack- enjoy!
Fundamental analysis:
My notes - Perks of being a finance major, I have almost all the standard equations in my notes from my introductory finance classes. I know not everyone has this luxury, but I reference these to make sure my thesis is still in tact.
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Market info:
The Journal - It’s very hard to ignore the impact of the Journal. It’s very easy to keep up to date and not get bogged down in non-financial news.
Bloomberg Terminal - Student perk, as my university has BT access. Sadly I will lose access in May after I graduate, but it’s a nice thing for now.
Investor relations emails - No one likes getting more emails than they need to, but having companies ping your inbox with valuable SEC documents (accessible via SEC Edgar as well) or press announcements is super convenient. I also recommend reading the investors page for each company prior to investing in them.
Commonstock 😌 - You all know the drill here. There is so much knowledge being shared by so many incredibly bright people. Signal > noise.
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I don’t personally use charts super often; I often skim charts for a quick visualization. However, Koyfin is a fantastic charting website if you want more visual aids.
That’s about it- feel free to ask me anything in the comments!
