Speaker: Brad T. Gregory
Portfolio Manager & Research Analyst / Investment Operations Manager
The Investment Fundamentals session was designed to deepen your understanding of the equity markets and provide insight into our investment process.
Topics covered include:
· What is the “market” and what influences its movements
· Basics of individual stocks including pricing & market capitalization, comparing 2 companies (basic valuation), and what causes stocks to move
· Basics of trading including order types, trading volumes, and short selling
· The most important fundamental of investing: compounding