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Written by Reviewed by Associate Professor Charles Lo, CPA, PhD ·  ·  Updated
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Lesson 1: What Is a Stock?

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1 Foundations: Ownership, Growth and SafetyFoundations · 20 steps · 1 quiz · about 2 hours 0/20Done
Module 1 complete. Next up: Module 2, How the Stock Market Works.
  1. 1Lesson 1: What Is a Stock?7 min · Lesson
  2. 2Lesson 2: Investment ChecklistNewLesson
  3. 3Stock Market Beginner Questions: Stocks, Brokers & Funds7 min · Lesson
  4. 4General Market Facts Video #17 min · Video
  5. 5Compound Interest7 min · Lesson
  6. 6Compound Interest Calculator7 min · Tool
  7. 7Warren Buffett7 min · Investor profile
  8. 8Inflation and Real Returns: What Your Money Really Earns7 min · Lesson
  9. 9Inflation Calculator7 min · Tool
  10. 10The Richest Man in Babylon7 min · Book summary
  11. 11Savings Goal Calculator7 min · Tool
  12. 12Video Tutorial: Excel Modules 1 & 27 min · Video
  13. 13FIRE Calculator7 min · Tool
  14. 14The Psychology of Money7 min · Book summary
  15. 15How to Spot an Investment Scam: Lessons From Madoff7 min · Lesson
  16. 16Anti Scam Hub7 min · Tool
  17. 17The Millionaire Next Door7 min · Book summary
  18. 18AI Investing Tutor7 min · Tool
  19. 19Library: Videos7 min · Lesson
  20. 20Beginners Stockmarket Quiz7 min · Quiz
Start Module 1Next: Module 2 ›
2 How the Stock Market WorksFoundations · 22 steps · 1 quiz · about 3 hours 0/22Done
Module 2 complete. Next up: Module 3, Build a Simple Portfolio.
  1. 21Stock Market Basics: Key Concepts for Beginners7 min · Lesson
  2. 22Types of Securities: Stocks, Bonds, Funds and More7 min · Lesson
  3. 23Types of Industries in the Stock Market7 min · Lesson
  4. 24Stock Index Prices7 min · Tool
  5. 25Large Cap vs Mid Cap vs Small Cap: Market Cap Explained7 min · Lesson
  6. 26The 11 Stock Market Sectors (GICS)7 min · Lesson
  7. 27Sector Heatmaps7 min · Tool
  8. 28Stock Market Indices & Cryptocurrencies7 min · Lesson
  9. 29Buffett’s Bites7 min · Book summary
  10. 30Crypto vs Stocks: What You Own and What You Risk7 min · Lesson
  11. 31Anti Scam Detector7 min · Tool
  12. 32Peter Lynch7 min · Investor profile
  13. 33How to Place Orders on Stock Trading Platforms7 min · Lesson
  14. 34Bid, Ask and Market Makers7 min · Lesson
  15. 35Short Selling and Short Squeezes7 min · Lesson
  16. 36Stock Market Simulator7 min · Tool
  17. 37Video Tutorial: Excel Modules 3 & 47 min · Video
  18. 38How to Read Stock Price Charts7 min · Lesson
  19. 39Free Stock Charts7 min · Tool
  20. 40Library: Websites7 min · Lesson
  21. 41Submit a Stock Question7 min · Tool
  22. 42Stockmarket Terminology Quiz7 min · Quiz
Start Module 2Next: Module 3 ›
3 Build a Simple PortfolioPortfolio · 30 steps · 1 quiz · about 4 hours 0/30Done
Module 3 complete. Next up: Module 4, Your Long Term Plan and Your Own Biases.
  1. 43Types of Investing7 min · Lesson
  2. 44Index Funds, ETFs and the S&P 5007 min · Lesson
  3. 45The Little Book of Common Sense Investing7 min · Book summary
  4. 46How Much Do Investment Fees Matter?7 min · Lesson
  5. 47ETF Screener7 min · Tool
  6. 48John C Bogle7 min · Investor profile
  7. 49ETF Overlap Tool7 min · Tool
  8. 50The Bogleheads Guide to a Three Fund Portfolio7 min · Book summary
  9. 51AI ETF Breakdown7 min · Tool
  10. 52Diversification7 min · Lesson
  11. 53Harry Markowitz7 min · Investor profile
  12. 54Asset Allocation: How Much to Hold in Stocks, Bonds and Cash7 min · Lesson
  13. 55Portfolio Allocation Calculator7 min · Tool
  14. 56Portfolio Management Basics7 min · Lesson
  15. 57Portfolio Backtesting Tool7 min · Tool
  16. 58How Long Should You Hold a Stock? Holding Periods Explained7 min · Lesson
  17. 59ROI Calculator7 min · Tool
  18. 60Stock Market Crashes and Recoveries7 min · Lesson
  19. 61CAGR Calculator7 min · Tool
  20. 62A Random Walk Down Wall Street7 min · Book summary
  21. 63Investment Return Simulator7 min · Tool
  22. 64Roth IRA, 401(k) or Brokerage Account: Which Comes First?7 min · Lesson
  23. 65Pension Benefit Estimator7 min · Tool
  24. 66The Simple Path to Wealth7 min · Book summary
  25. 67Compare Brokers7 min · Tool
  26. 68How Are Stocks Taxed? Capital Gains and Dividends Explained7 min · Lesson
  27. 69Capital Gains Tax Calculator7 min · Tool
  28. 70Video Tutorial: Excel Modules 5 & 67 min · Video
  29. 71Stock Profit After Tax Calculator7 min · Tool
  30. 72Basic Stock Market Facts Quiz7 min · Quiz
Start Module 3Next: Module 4 ›
4 Your Long Term Plan and Your Own BiasesPortfolio · 24 steps · 1 quiz · about 3 hours 0/24Done
Module 4 complete. Next up: Module 5, Read the Financial Statements.
  1. 73The 4% Rule and How Much You Need to Retire7 min · Lesson
  2. 74Retirement Calculator7 min · Tool
  3. 75Video Tutorial: Excel Modules 7 & 87 min · Video
  4. 76Investment Withdrawal Calculator7 min · Tool
  5. 77Investment Risk Management: How Beginners Limit Losses7 min · Lesson
  6. 78Average Price Calculator7 min · Tool
  7. 79Edward O. Thorp7 min · Investor profile
  8. 80Psychology in Investment Video Tutorial7 min · Video
  9. 81Loss Aversion and the Disposition Effect7 min · Lesson
  10. 82Capital Gains Tax Calculator Practice7 min · Tool
  11. 83Thinking, Fast and Slow7 min · Book summary
  12. 84Stock Market Bubbles: From Tulips to Dot Com7 min · Lesson
  13. 85Robert J. Shiller7 min · Investor profile
  14. 86Irrational Exuberance7 min · Book summary
  15. 87Fear and Greed Index7 min · Tool
  16. 88Extraordinary Popular Delusions and the Madness of Crowds7 min · Book summary
  17. 89Meme Stock Generator7 min · Tool
  18. 90Survivorship Bias in Investing7 min · Lesson
  19. 91Nassim Nicholas Taleb7 min · Investor profile
  20. 92The Black Swan7 min · Book summary
  21. 93Library: Books7 min · Lesson
  22. 94The Emotionally Intelligent Investor7 min · Book summary
  23. 95The Free Quiz Bot7 min · Tool
  24. 96Behavioral Finance Quiz7 min · Quiz
Start Module 4Next: Module 5 ›
5 Read the Financial StatementsAnalysis · 18 steps · 1 quiz · about 2 hours 0/18Done
Module 5 complete. Next up: Module 6, Understand a Business.
  1. 97Accounting in Investment Video Tutorial7 min · Video
  2. 98Company Financial Reports7 min · Lesson
  3. 99Financial Statements7 min · Lesson
  4. 100Earnings Calendar7 min · Tool
  5. 101How to Read an Income Statement7 min · Lesson
  6. 102Rich Dad Poor Dad7 min · Book summary
  7. 103How to Read a Balance Sheet7 min · Lesson
  8. 104Video Tutorial: Excel Modules 9 & 107 min · Video
  9. 105How to Read a Cash Flow Statement7 min · Lesson
  10. 106Earnings7 min · Lesson
  11. 107What Is EBITDA? What It Shows and What It Leaves Out7 min · Lesson
  12. 108AI Fundamental Analysis Assistant7 min · Lesson
  13. 109How to Spot Accounting Fraud: Lessons From Enron and Wirecard7 min · Lesson
  14. 110Jim Chanos7 min · Investor profile
  15. 111AI Earnings Call7 min · Tool
  16. 112Library: Podcasts7 min · Lesson
  17. 113AI Stock News Analyzer7 min · Tool
  18. 114Financial Statement Quiz7 min · Quiz
Start Module 5Next: Module 6 ›
6 Understand a BusinessAnalysis · 26 steps · 1 quiz · about 3 hours 0/26Done
Module 6 complete. Next up: Module 7, Ratios and Comparing Companies.
  1. 115What Is a Circle of Competence? Buffett’s Rule Explained7 min · Lesson
  2. 116One Up on Wall Street7 min · Book summary
  3. 117Economic Moats7 min · Lesson
  4. 118The Small Cap Investor7 min · Book summary
  5. 119Philip Fisher7 min · Investor profile
  6. 120Common Stocks Uncommon Profits7 min · Book summary
  7. 121Dividends, Buybacks and Dilution7 min · Lesson
  8. 122Dividend Yield Calculator7 min · Tool
  9. 123The Essays of Warren Buffett7 min · Book summary
  10. 124Dividend Reinvestment, DRIP7 min · Tool
  11. 125Dividend Aristocrats: Rules, Cuts and Returns7 min · Lesson
  12. 126Dividend Income Planner7 min · Tool
  13. 127T Rowe Price Jr7 min · Investor profile
  14. 128Dividend Calendar7 min · Tool
  15. 129What Are Management Teams?7 min · Lesson
  16. 130Warren Buffett’s Management Secrets7 min · Book summary
  17. 131Debt7 min · Lesson
  18. 132Leverage Calculators7 min · Tool
  19. 133Spinoffs and Mergers: What Happens to Your Shares7 min · Lesson
  20. 134You Can Be a Stock Market Genius7 min · Book summary
  21. 135Carl Icahn7 min · Investor profile
  22. 136How to Read a Form 4: Insider Buying and Selling7 min · Lesson
  23. 137Management Trades7 min · Tool
  24. 138Bill Ackman7 min · Investor profile
  25. 139Insider Activity Monitor7 min · Tool
  26. 140Management Quiz7 min · Quiz
Start Module 6Next: Module 7 ›
7 Ratios and Comparing CompaniesAnalysis · 16 steps · 1 quiz · about 2 hours 0/16Done
Module 7 complete. Next up: Module 8, Valuation and Investment Strategy.
  1. 141Stock Analysis Ratios: P/E, ROE and Debt Explained7 min · Lesson
  2. 142Profitability Calculators7 min · Tool
  3. 143The P/E Ratio: What Is a Good P/E?7 min · Lesson
  4. 144Liquidity Calculators7 min · Tool
  5. 145Ratio Analysis7 min · Book summary
  6. 146Efficiency Calculators7 min · Tool
  7. 147What Is the CAPE Ratio? Shiller PE and the Buffett Indicator7 min · Lesson
  8. 148Market Based Calculators7 min · Tool
  9. 149Video Tutorial: Excel Modules 11 & 127 min · Video
  10. 150How to Compare Two Stocks, Step by Step7 min · Lesson
  11. 151Compare Stocks Side by Side7 min · Tool
  12. 152The Little Book That Beats the Market7 min · Book summary
  13. 153Joel Greenblatt7 min · Investor profile
  14. 154US Stock Screener7 min · Tool
  15. 155The Big Secret for the Small Investor7 min · Book summary
  16. 156Investment Ratios Quiz7 min · Quiz
Start Module 7Next: Module 8 ›
8 Valuation and Investment StrategyValuation and trading · 28 steps · 1 quiz · about 3 hours 0/28Done
Module 8 complete. Next up: Module 9, Markets, Crowds and the Economy.
  1. 157Value Investment Video Tutorial7 min · Video
  2. 158How Interest Rates Affect Stocks7 min · Lesson
  3. 159The Intelligent Investor7 min · Book summary
  4. 160Intrinsic Value7 min · Lesson
  5. 161Benjamin Graham7 min · Investor profile
  6. 162How to Do a DCF Valuation, Step by Step7 min · Lesson
  7. 163DCF Valuation Tool7 min · Tool
  8. 164Video Tutorial: Excel Modules 13 & 147 min · Video
  9. 165Security Analysis7 min · Book summary
  10. 166Aswath Damodaran7 min · Investor profile
  11. 167Margin of Safety7 min · Lesson
  12. 168Stock Risk Analyzer7 min · Tool
  13. 169Seth Klarman7 min · Investor profile
  14. 170Margin of Safety (book)7 min · Book summary
  15. 171Mr. Market: Price vs. Value7 min · Lesson
  16. 172John Templeton7 min · Investor profile
  17. 173Value vs Growth Investing: What the Data Shows7 min · Lesson
  18. 174Cathie Wood7 min · Investor profile
  19. 175Stock Screener AI7 min · Tool
  20. 176Value Investing in Growth Companies7 min · Book summary
  21. 177Stock Research Checklist Builder7 min · Tool
  22. 178The Warren Buffett Way7 min · Book summary
  23. 179AI Stock Analyzer: Working Alternative7 min · Tool
  24. 180Mohnish Pabrai7 min · Investor profile
  25. 181Stock AI Assistant Page7 min · Tool
  26. 182The Complete Investor7 min · Book summary
  27. 183AI Portfolio Learning Tracker7 min · Tool
  28. 184Value Investment Quiz7 min · Quiz
Start Module 8Next: Module 9 ›
9 Markets, Crowds and the EconomyValuation and trading · 27 steps · 1 quiz · about 3 hours 0/27Done
Module 9 complete. Next up: Module 10, Charts and Trading: Know the Limits.
  1. 185Charlie Munger’s 25 Cognitive Biases, Explained With Examples7 min · Lesson
  2. 186Charlie Munger7 min · Investor profile
  3. 187Poor Charlie’s Almanack7 min · Book summary
  4. 188Market Herd Behavior7 min · Lesson
  5. 189Efficient Market Theory7 min · Lesson
  6. 190Eugene Fama7 min · Investor profile
  7. 191Fooled by Randomness7 min · Book summary
  8. 192Jim Simons7 min · Investor profile
  9. 193Economic Factors in Investment Video7 min · Video
  10. 194Which Economic Indicators Should Investors Read?7 min · Lesson
  11. 195Economic Calendar7 min · Tool
  12. 196The Inverted Yield Curve and Recessions7 min · Lesson
  13. 197General Market Facts Video #27 min · Video
  14. 198Ray Dalio7 min · Investor profile
  15. 199Big Debt Crises7 min · Book summary
  16. 200Stock Market Cycles: The Four Phases Explained7 min · Lesson
  17. 201The Changing World Order7 min · Book summary
  18. 202AI Economic & Macro Analyzer7 min · Tool
  19. 203The Most Important Thing7 min · Book summary
  20. 204Howard Marks7 min · Investor profile
  21. 205Futures & Commodities Dashboard7 min · Tool
  22. 206The Big Short7 min · Book summary
  23. 207Michael Burry7 min · Investor profile
  24. 208Paper Trading Simulator Practice7 min · Tool
  25. 209David Tepper7 min · Investor profile
  26. 210Free AI Stock Builder7 min · Tool
  27. 211Economic Quiz7 min · Quiz
Start Module 9Next: Module 10 ›
10 Charts and Trading: Know the LimitsValuation and trading · 31 steps · 2 quizzes · about 4 hours 0/31Done
Module 10 complete. You have finished the path. Keep practising in the simulator.
  1. 212Is Day Trading Profitable?7 min · Lesson
  2. 213Stockmarket Trading Video Tutorial7 min · Video
  3. 214How to Read Candlestick Charts7 min · Lesson
  4. 215Jesse Livermore7 min · Investor profile
  5. 216How to Set Up a Company Share Price Chart7 min · Lesson
  6. 217Technical Analysis7 min · Book summary
  7. 218How to Spot a Stock Trend: Uptrends, Downtrends and Sideways7 min · Lesson
  8. 219Trading Signal: Support & Resistance Lines7 min · Lesson
  9. 220Trading Volume7 min · Lesson
  10. 221Liquidity & Volume Analyzer7 min · Tool
  11. 222Reminiscences of a Stock Operator7 min · Book summary
  12. 223Moving Averages7 min · Lesson
  13. 224RSI Indicator Explained: How to Read Overbought and Oversold7 min · Lesson
  14. 225Market Wizards7 min · Book summary
  15. 226MACD Indicator Explained: How to Read It, With Examples7 min · Lesson
  16. 227Paul Tudor Jones7 min · Investor profile
  17. 228Bollinger Bands7 min · Lesson
  18. 229AI Technical Analysis Tool7 min · Tool
  19. 230Stochastic Oscillator7 min · Lesson
  20. 231How to Make Money in Stocks7 min · Book summary
  21. 232Money Flow Index (MFI): How It Works and How to Read It7 min · Lesson
  22. 233The Psychology of Speculation7 min · Book summary
  23. 234Momentum Indicator7 min · Lesson
  24. 235George Soros7 min · Investor profile
  25. 236The Alchemy of Finance7 min · Book summary
  26. 237Market Breadth Dashboard7 min · Tool
  27. 238The Soros Lectures7 min · Book summary
  28. 239Stanley Druckenmiller7 min · Investor profile
  29. 240Trading in the Zone7 min · Book summary
  30. 241Investing Greats Wisdom Quiz7 min · Quiz
  31. 242Stock Trading Quiz7 min · Quiz
Start Module 10
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Reviewed by Associate Professor Charles Lo, CPA, PhD · Updated October 2026 · Education only, not personal advice · Disclaimer

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This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.

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