Building your investing knowledge

A learning path for new investors, from basic ideas to reading filings, plus classic books and habits that build real skill over time.

A learning path

  1. Basics: What is a stock?, What is an ETF?, Index funds, Compound interest.
  2. Reading a company: How to read financial statements, Revenue growth (TTM and forward), Gross margin, Free cash flow.
  3. Valuation: P/E ratio (price-to-earnings), PEG ratio, EV/EBITDA.
  4. Quality: Economic moats, Return on invested capital (ROIC), Balance sheet strength: cash versus debt.
  5. Process: How to research a company, Stock screening and scoring, Fundamentals checklist.
  6. Risk: Position sizing, Maximum drawdown, How many stocks should you own?.

Classic books

  • The Intelligent Investor, Benjamin Graham: margin of safety and market psychology.
  • One Up on Wall Street, Peter Lynch: finding growth in everyday life.
  • Common Stocks and Uncommon Profits, Philip Fisher: judging business quality.
  • The Little Book of Common Sense Investing, John Bogle: the case for index funds.
  • Berkshire Hathaway's annual shareholder letters, free online.

Habits that build skill

  • Read one annual report (10-K) a month, starting with companies you know as a customer.
  • Listen to a few Earnings reports and calls each season.
  • Keep an investing journal: what you bought, why, and what happened.
  • Review mistakes without blame. Most lessons come from them.

See also

Pages that link here: How to research a company

Last updated September 30, 2026. Education only, not investment advice.