Introduction to Fundamental Analysis for Intraday Trading

Module 1: Understanding Fundamental Analysis

  • Objective: Introduce the concept of fundamental analysis and its relevance to intraday trading.

  • Topics:

    • Definition and basics of fundamental analysis.

    • Differences and synergies between fundamental and technical analysis.

    • Overview of financial health indicators and economic factors influencing stock prices.

Module 2: Financial Statements and Ratios

  • Objective: Teach how to read and interpret key financial statements and ratios for assessing a company's health.

  • Topics:

    • Introduction to the three main financial statements: income statement, balance sheet, and cash flow statement.

    • Key financial ratios: liquidity ratios (e.g., current ratio), profitability ratios (e.g., net margin), and efficiency ratios (e.g., asset turnover).

    • How to find and use financial statement information for quick assessments.

Module 3: Earnings Reports and Company News

  • Objective: Explain the impact of earnings reports and other company news on stock prices, particularly relevant for day traders around earnings seasons.

  • Topics:

    • Understanding earnings reports: EPS (Earnings Per Share), revenue, and guidance.

    • The significance of earnings surprises and analyst expectations.

    • The effect of news releases, mergers and acquisitions, and regulatory changes on stock prices.

Module 4: Economic Indicators and Market Sentiment

  • Objective: Cover how broader economic indicators and market sentiment can influence intraday trading strategies.

  • Topics:

    • Key economic reports and indicators (e.g., employment data, inflation rates, GDP growth).

    • The role of central banks and interest rates.

    • Assessing market sentiment using news sources and investor sentiment indicators.

Module 5: Sector and Industry Analysis

  • Objective: Guide students on evaluating sectors and industries for potential trading opportunities and risks.

  • Topics:

    • The importance of sector and industry performance in stock selection.

    • Cyclical vs. non-cyclical sectors and their behavior.

    • Utilizing sector-specific reports and news to gauge short-term movement potential.

Module 6: Risk Management in Fundamental Analysis

  • Objective: Discuss the importance of incorporating fundamental analysis into risk management strategies.

  • Topics:

    • Balancing risk and reward using fundamental indicators.

    • Incorporating fundamental analysis into your overall trading plan.

    • Case studies: Identifying and avoiding fundamentally weak stocks that pose higher risks.

Module 7: Integrating Fundamental and Technical Analysis

  • Objective: Teach how to combine fundamental and technical analysis for a comprehensive intraday trading strategy.

  • Topics:

    • Identifying fundamentally strong stocks with technical breakout patterns.

    • Timing entries and exits in fundamentally sound stocks based on technical indicators.

    • Developing a checklist for intraday trading decisions that incorporate both analysis types.

SIGN UP FOR THE COURSE

The fundamental modules will be delivered by a seasoned expert with 45 years of experience in the financial industry. While the technical aspects will be covered in the course, the emphasis on foundational knowledge and practical insights will come from this expert mentorship. Students will receive 1-2 modules per month via Discord, ensuring continuous learning and reinforcement of key concepts. This approach not only enriches the learning experience but also provides valuable guidance from someone with extensive real-world expertise, enhancing the overall understanding and application of financial principles.