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Browse Helmbeam articles tagged Research Guides.
EBITDA meaning: what does it tell you about the shares you own?
A company reports rising EBITDA, yet its cash balance barely moves. If you own the shares, you need to understand where that improvement went and what the business still has to pay.
Rights issue: what are your choices if you already own the shares?
When a company announces a rights issue, you have a decision to make about the shares you already own. How much would you need to pay for the new shares? Could you sell your rights instead? What happens if you do nothing?
Share buybacks: when does a smaller share count help you?
If you keep your shares while a company buys back other shares, your fraction of that company can rise. Whether you benefit depends on what the company paid and what it could have done with the cash instead.
Short interest is rising: what should you check before reacting?
Rising short interest tells you that more shares were reported in open short positions on one reporting date than on the previous one. It does not tell you why those positions were opened, whether the short sellers are right, or what the share price will do next.
How to decide which stocks to research
Give research time to a company when you can identify it, verify why it caught your attention and state a question that available evidence could answer.
How to find growing public companies before they become familiar names
Find growing companies by looking for changes in customer demand, revenue and business economics, then checking the filings behind those changes.
How to research a stock: a complete company walkthrough
Research a stock by connecting the business, financial statements, funding risks and valuation in one written explanation you can challenge later.
What makes a good company a good investment? Business quality, price and risk
A good company can be a disappointing investment if its share price already assumes more progress than the business delivers. Assess the business, the price and the risks separately before bringing them together.
How long should you research a stock before buying?
There is no fixed waiting period that makes a stock ready to buy. Research should continue until you understand the important evidence and remaining uncertainty.
Stock fundamentals explained: the numbers to check before buying
Stock fundamentals describe the business behind the share: how it earns revenue, what it keeps after costs, how cash moves, what it owes and how ownership is divided. Read the numbers together to understand how a change in one affects the others.
Revenue growth, profit growth or EPS growth: what matters most?
Revenue, profit and EPS answer different questions. Read them together to see whether growth reaches the business's owners and what drove the change.
Is a company becoming profitable? How to read an earnings inflection
A first profitable quarter is a starting point for research. Check which profit measure turned positive, what changed and whether the business still needs funding.