Professional equity research follows a structure. Once you can read it – the header, the rating and target, the metrics strip, the thesis, the valuation and the risks – you can judge any analyst’s note on its merits rather than its conclusion. This free, six-module guide teaches that structure from first principles, with worked examples, flashcards, calculators and a scenario challenge in every module.
Educational, not advisory. This guide teaches how to read and interpret research. Nothing here is a recommendation to buy or sell any security. Invest Informatics is not authorised or regulated by the FCA or SEC.
What you’ll learn
- The anatomy of an institutional research note, section by section
- What a rating and price target really tell you, and what they leave out
- How to read the metrics strip: P/E, EV/EBITDA, FCF, ROIC and more
- How to build and sanity-check a DCF, and triangulate it with comparable companies
- How to think in scenarios, weight them by probability, and read risk against reward
- The accounting red flags and professional habits that separate signal from noise
Who it’s forFor anyone who wants to read research like an analyst rather than take it on trust. No finance background needed – every module starts from first principles and builds with worked, interactive examples.
Six modules · lessons, flashcards, calculators and challenges · progress saved automatically · free to read