Examples of companies to study

mn1

Hi 

I would be grateful if you could suggest few tips for how to study fundamentals. The amount of information for each company is vast and I wonder whether you could share what you study when you are considering fundamentals 

Many thanks in advance 

benbay001

Theres far more to learn that can be written on a forum.

Id recommend Intelligent Investor by Benjamin Graham (Its quite a hard read).

Ive recently started Dhando Investor by Mohnish Pabrai.

If podcasts are more your thing then i love listening to "InvestED".

And if all that seems like too much effort, you should probably stick to funds.

Im on my third year of learning a couple hours a day and there is still plenty i dont know.

Thrugelmir

A book by Stephen Clapham is worth a read. If individual stocks are of interest to you.

The Smart Money Method: How to pick stocks like a hedge fund pro 

Steve182

If you are planning on significant investments in your own stock picks you should take a look at Stockopedia.

Wealth of information there and their stock ranking system works well with UK stocks (less so with some other countries such as USA).

It would probably not be worth the subscription cost for portfolios much under £40K-£50K

As I recall I pay around £700/year for both UK/USA but will probably not bother keeping USA when it comes up for renewal.

It does bring up some gems that you would never find on your own.

sevenhills

The problem with companies that have good 'fundamentals' is that everyone can see they are good fundamentals and the share price will be higher.

Thrugelmir

sevenhills said:

The problem with companies that have good 'fundamentals' is that everyone can see they are good fundamentals and the share price will be higher.

Whereas over 50 analysts in the US alone will be following Amazon on a daily basis. There's often none following UK or European micro caps, rarely more one or two following small cap companies even just on a part time basis. Research has to be paid for. People are lazy and looking for a free lunch so there'll wait for others to uncover the nuggets. 

Apodemus

If you really mean that you want to be able to study fundamentals, then I would recommend this book.  It's not a light read by any stretch of the imagination, but if you are serious about understanding companies, then this is the level you need to be working at.  It retails at £15 on The Economist Store.