This is the fourth edition of a weekly effort to help with novice education. You can access the first one here, second one here and the third one here. Each video will be about 5-10 minutes (this was 13), with the intention of explaining key concepts in plain English, all with the goal of making you a more informed investor. Going forward, send me a note and say "Basics Question" so that I can answer it in the next video. Remember, we have some info posted here too:
http://www.marketfy.com/product/420investor/blog/8...
Today's topics:
DD is basic fundamental analysis
Important sources:
oOTCMarkets.com or SEC.gov
oCompany website
oConference Calls (archived, Seeking Alpha transcripts)
oWeb
oIndustry information sources
oGoogle News Alerts
Types of filings/disclosures
oAnnual (10-K, proxy)
oQuarterly (10-Q)
oPeriodic (8-K)
oInsider Activity (Form 4, Form 144)
oInstitutional Activity (13D or 13F)
oCapital Raises (D, S-1, S-3)
oMore info: http://www.sec.gov/info/edgar/forms/edgform.pdf
Part 2 - What to look for
Please let me know if I wasn't "basic" enough and also shoot me a message for topics next week. Also, note that this is a PUBLIC VIDEO