Principles of Investment

1. Fundamental and Technical Analysis
   1. Fundamental Analysis
      1. Basics of Fundamental Analysis
         1. Definition and purpose
         2. Difference between fundamental and technical analysis
      2. Evaluating Financial Statements
         1. Income statement analysis
            1. Revenue and profit analysis
            2. Expense trends
            3. Profit margins
         2. Balance sheet analysis
            1. Asset valuation
            2. Liabilities and equity ratios
         3. Cash flow statement
            1. Operating cash flow
            2. Investing and financing activities
      3. Assessing Company Health and Competitive Position
         1. Industry analysis
            1. Market trends and dynamics
            2. Competitive landscape
         2. SWOT analysis
            1. Strengths, Weaknesses, Opportunities, Threats
         3. Management effectiveness evaluation
            1. Leadership track record
            2. Corporate governance
         4. Economic moats and competitive advantages
            1. Brand identity
            2. Patents and proprietary technology
      4. Valuation Ratios
         1. Price-to-Earnings (P/E) ratio
            1. Historical P/E vs. industry averages
         2. Price-to-Book (P/B) ratio
            1. Uses in asset-heavy industries
         3. Price-to-Sales (P/S) ratio
            1. Revenue-focused evaluation
         4. Dividend yield and payout ratios
            1. Assessing company’s return to shareholders
      5. Intrinsic Value Calculation
         1. Discounted cash flow (DCF) analysis
            1. Forecasting future cash flows
            2. Determining discount rates
         2. Comparable company analysis
            1. Peer benchmarking
         3. Asset-based valuation
            1. Net asset value estimation
   2. Technical Analysis
      1. Chart Patterns
         1. Trend analysis
            1. Identifying uptrends and downtrends
            2. Importance of trend lines
         2. Classic patterns
            1. Head and shoulders
            2. Double tops and bottoms
            3. Cup and handle
         3. Continuation and reversal patterns
      2. Indicators and Oscillators
         1. Moving averages
            1. Simple moving average (SMA)
            2. Exponential moving average (EMA)
         2. Relative strength index (RSI)
            1. Interpreting overbought and oversold conditions
         3. Moving average convergence divergence (MACD)
            1. Signal line crossover
            2. Histogram interpretation
         4. Bollinger Bands
            1. Volatility assessment
            2. Upper and lower bands significance
      3. Support and Resistance Levels
         1. Identifying key levels on charts
         2. Role of volume in validating support/resistance
         3. Psychological price levels
      4. Candlestick Patterns
         1. Basics of candlestick charting
         2. Reversal patterns
            1. Doji
            2. Hammer and hanging man
         3. Continuation patterns
            1. Marubozu
            2. Spinning tops
      5. Technical Analysis Tools
         1. Charting software and platforms
         2. Customizing indicators
         3. Backtesting strategies using past data
      6. Risk Management in Technical Analysis
         1. Stop-loss orders
         2. Position sizing
         3. Risk/reward ratio calculations
      7. Combining Fundamental and Technical Analysis
         1. Utilizing both approaches for a more robust investment strategy
         2. Timing market entry using technical analysis
         3. Validating fundamental findings with technical patterns