Obviously there are tons of threads of the specifics of what to read on a 10-k, looking through presentations, etc. But if you're trying to ramp up on a new name/technology that you are unfamiliar with (in my circumstance renewable energy technology) and are doing it an individual investor level (i.e. no access to SS or otherwise subject matter experts), how would you go about learning the nuances of the business? I've found google and youtube helpful for 10,000 foot view items but as you need more detailed info it gets tougher. Investor Relations won't respond I've found, so just trying to better understand how to go about this.
Trending Content
Career Resources
Have you considered actually taking the time to read?
I literally said I read everything I've been able to get my hands on and still have questions?
If you need others to tell you how to get creative in finding information, you have no business being in this profession.
If you have no access to paid materials and no special insight into an industry, you shouldn’t be in the business of stock picking
this isn’t me being condescending — odds of success are not stellar even with access / paid tools, they are even lower when you’re flying half blind
Some ideas that you should be able to do:
Transcripts from management presentations at conferences / earnings calls
Competitor filings and commentary
Reading industry magazines / publications
Cold emailing industry experts and customers for time to talk (easier if you’re a student - I’ve also had a lot more luck on this one if the industry is not glamorous and you’re dealing with a bunch of random people who think it’s cool you even want to talk to them)
For very specialized subjects it really takes time and for me personally, talking to a lot of industry experts is the most efficient way to understand the relevant competitive dynamics / products
I’m currently at a large LO (Fidelity, Capital, Wellington, etc.) covering Software and what I found most useful is this:
Thank you! Where I'm stuck is number 4. Trying to get outside my current vertical to learn new things is challenging without institutional resources.
Porro aut assumenda laborum quia repudiandae doloremque aut. Distinctio ullam minus natus cumque maiores et. Quo alias animi eum dolores suscipit.
Vel dolore perferendis architecto doloribus occaecati adipisci ad. Dolorem quis est ut occaecati eum neque dolor id. Est nulla quia impedit. Iure consectetur aut quia sint.
Velit explicabo labore eligendi sapiente. Sit velit aliquid quam qui molestiae nihil nulla voluptate.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...