How to not be overwhelmed by the investment research process.
The BIC Research Process
BIC intern responsibilities. What needs to go in a research report.
How to make and present IOFS
Luis Green gives some tips and tricks on how to gather data for Interpretation of Financial Statements (IOFS) analysis, format it, and then present it in a professional way.
Moats
Luis Green & Evan Martinez discuss what an economic moat is, how to identify if a company has one, and provide several examples.
Intangible Assets
Presentation on Presentations
How to Follow Your Company
Investing for Growth (Terry Smith)
The Five Rules for Successful Stock Investing by Pat Dorsey
