Where to Find Info on Stocks
As part of our how to buy stocks course, this page covers the different places where you can find info on stocks. These are the sources that will inform how you evaluate stocks. These include the absolute musts as well as resources that can give you the extra insight or perspective.
We are focusing on how to study U.S. stocks, but most countries will have equivalent forms and requirements that you can use to inform your research. Some of this information is legally expected, and some is just a common standard.
Publicly listed U.S. companies will report financial data on a quarterly basis, in 10-Q forms (and 10-K forms for their annual report). They will often provide earnings reports and presentations in addition to those more structured forms. Quarterly reports also come with earnings calls, and many websites will provide transcripts of those calls.
From there, a company will also be required to file several other forms through the course of the year that can be valuable. We will review which forms are worth tracking. And lastly, there are a wide variety of sources not directly provided by the company that can be valuable to investors. We will cover general categories for those sources.
There is always more work to do on a company, an industry, and an investment. These categories provide you the basic building blocks for understanding a stock and a company.
Where to find info on stocks and companies