Looking for an investing roadmap? Or perhaps just everything we’ve published so far on A Short Investing Guide, and everything to come? You’re in the right place: this is our full table of contents.

Future contents may change as I adjust the curriculum and topics. Posts that are already available will have links. Those that haven’t been posted yet will not. But you can get an idea of what’s to come.

Think anything’s missing? Get in touch with me and let me know what you’d like to learn about the stock market.

You can find the video version of most of these posts on our youtube channel.

A Short Guide to Investing

Intro materials

• Why Invest
• About your guide
• Using A Short Investing Guide

How To Start Investing

• What to do Before Investing
• Three paths to investing
• Mindset for Investing
• How to index

How to Buy Stocks

• What to know about stocks before buying them
• Find your investing style
• How to find a stock
  • Peter Lynch Style
  • Screeners
  • Other people’s ideas
  • Random efforts and top down
• How to evaluate a stock and a business
  • Understanding the business
  • The fundamental picture
  • The valuation
  • Risk vs. Reward and making the buy case
  • Other factors: Management, price chart, scuttlebutt
• Where to find info on a stock and company
  • 10-Ks and 10-Qs
  • Earnings Reports & Presentations
  • Earnings Call Transcripts
  • Other public filings
  • Other sources
• What I look for in buying a stock
  • What I look for in a company
  • What I look for in a stock
• Mechanics of Buying a stock
• Examples of buying stocks from my experience and from other investors
  • SteelcaseDuolingo

Building a Stock Portfolio

• Diversification – How many stocks do you need to own?
• How much of one stock should I have in my portfolio?
• Should you own anything besides stocks? Cash, bonds, etc?
• What about bitcoin?
• What about gold?
• How varied should your portfolio be?
• Dividend investing
• DRIP and reinvesting dividends
• What do I do once my portfolio is full?
• Tax loss harvesting
• Example of my portfolios and famous investor portfolios
• Tracking portfolio performance

Holding, Tracking, and Selling Stocks

• Earnings reports
• Averaging down vs. averaging up
• Dollar cost averaging
• Insider buying / selling / compensation / share-based compensation
• An Investment thesis – how it breaks, how it evolves, how you can adjust
• When to sell a stock
• Scuttlebutt
• Changing your mind / being aware of your biases

Valuing Stocks

• Earnings vs. free cash flow
• GAAP vs. Non-GAAP, and adjustments
• EBITDA, EBIT, and how to use or not use these
• DCF vs. multiples
• Dividend growth models or earnings yield
• Price to book (financials)
• Margin of Safety
• Risk/Reward
• Financial statements review
  • Balance Sheet
  • Cash Flow Statement
  • Income Statement
  • Share count statement
  • Notes

Market Lessons

• Books to read about the market
• Resources for tracking the market
• All the SEC forms you can track in the market
• Behavioral biases
• Shortsellers and shorting stocks
• Options
• Special situations – merger arbitrage / merger speculation
• Special situations – spin-offs
• Efficient Market Theory
• Dealing with FOMO
• Mr. Market
• Nasdaq vs. S&P 500
• RSP vs. VOO
• Timing risk
• Roth IRA vs. IRA vs. standard account
• Following the macro story
• My Investing