Lesson 1: Important Fundamental terms

📚 Scenario

Understanding fundamental concepts is crucial for evaluating a company’s performance and potential in the stock market. These metrics provide insights into the company’s financial health and market valuation, helping investors make informed decisions.

Key Points

  • Market Capitalization: The total value of a company’s outstanding shares, representing its market size.
  • Dividends: A portion of a company’s earnings distributed to shareholders.
  • Earnings Per Share (EPS): The portion of a company’s profit allocated to each outstanding share.
  • Price-to-Earnings (P/E) Ratio: A valuation ratio comparing a company’s share price to its earnings per share, often used to gauge whether a stock is over- or under-valued.

🎥 Video Guide

✍️ Practice Questions

  1. What does market capitalization indicate about a company?
  2. How do dividends benefit shareholders?
  3. Why is Earnings Per Share (EPS) an important metric for investors?
  4. What does a high or low P/E ratio imply about a stock’s valuation?

Think about these questions to reinforce your understanding of stock market basics.


Lesson 2: Industries and sectors

📚 Scenario

It is essential to understand how companies are classified based on the products or services they offer. Knowing the industry a company belongs to helps investors assess its performance in relation to macroeconomic and microeconomic factors.

Key Points

  • Industry: Classifies companies based on their specific business focus.
  • Sector: A broader classification that groups companies in similar lines of business.
  • Impact of Economic Factors: Different industries react differently to economic changes, like recessions, government policies, or global events.
  • Diversification: Avoid concentrating investments in a single industry to mitigate risk.

🎥 Video Guide

✍️ Practice Questions

  1. How are industries and sectors different from one another?
  2. Why is it important to understand the industry a company operates in?
  3. How can macroeconomic factors impact different industries differently?
  4. Why is diversification important when investing in stocks?

Think about these questions to reinforce your understanding of stock market basics.