Recorded October 15, 2019

    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