Educational Articles
Types of SEC Filings: A Complete Guide for Investors
Learn the most important SEC filing types, from 10-K annual reports to Form 4 insider transactions. Includes a comparison table and filing deadlines.
Form 6-K: How Foreign Companies Report to the SEC
Form 6-K is how foreign companies listed in the U.S. report material events to the SEC. Learn what it contains, how it compares to the 8-K, and more.
Form 4 Insider Transactions: What Each Field Means
Learn what every field on SEC Form 4 means, from transaction codes to derivative tables, so you can read insider filings like a pro.
Proxy Statements (DEF 14A): Pay, Votes, and Board Changes
Learn how to read a DEF 14A proxy statement, including executive pay, board votes, say-on-pay, and shareholder proposals.
S-3 Shelf Registrations: Why Companies Keep This Option Open
Learn what an S-3 shelf registration is, what's inside the filing, how takedowns work, and the red flags investors should watch for.
S-1 Filings Explained: Reading an IPO Registration Statement
Learn how to read an S-1 registration statement, the SEC filing companies submit before going public. Key sections, red flags, and how to find them.
10-Q Quarterly Reports: What Changes Quarter to Quarter
Learn what changes in a 10-Q filing each quarter, which sections to read first, and how to spot red flags in quarterly SEC reports.
How to Read a 10-K Annual Report: The Investor's Field Guide
Learn how to read a 10-K annual report. This guide covers the key sections, red flags, filing deadlines, and what experienced investors focus on first.
What Is a Stock Offering? Types, Dilution, and How to Spot One Early
Learn what a stock offering is, how dilution works, why stocks often drop after offerings, and how to spot warning signs early.
How to Read a Financial Health Radar Chart: A Complete Guide
Learn how to read financial health radar charts. Understand the six dimensions, four health indicators, and what each score means for your investments.
Market-Wide Circuit Breakers: Levels, History & Trading Halt Rules
Learn how market-wide circuit breakers work, when trading halts trigger at 7%, 13%, and 20%, and what happens during these critical market events.
Enterprise Value to Free Cash Flow (EV/FCF): The Cash Reality Check
Master the EV/FCF ratio to value stocks based on actual cash generation. Learn why this metric beats P/E ratios, industry benchmarks, calculation methods, and how to spot FCF manipulation.
Opening and Closing Auctions: How Stock Market Auctions Work
Master opening and closing auctions in the stock market. Learn MOO, MOC, LOO, LOC orders, auction mechanics, imbalance trading strategies, and how billions trade at market open and close.
Leveraged ETFs: Complete Guide to 2x and 3x ETFs (TQQQ, SQQQ & More)
Master leveraged ETFs: understand how TQQQ, SQQQ work, calculate volatility decay, learn proven trading strategies for 2x/3x ETFs.
Stop, Stop-Limit, and Trailing Stops: Complete Trading Guide
Master stop orders, stop-limit orders, and trailing stops. Learn when to use each type, avoid common mistakes, and protect your trades effectively.
Multiple Compression vs Expansion: Complete Guide & Calculator
Master the powerful force of multiple compression and expansion that can make or break returns, regardless of earnings growth. Interactive calculator included.
Enterprise Value vs Equity Value: The Complete Guide
Master the critical difference between enterprise value and equity value. Learn formulas, real examples, and when to use each valuation metric.
Rule of 40 for Software: Complete Guide & Calculator
The Rule of 40 balances growth and profitability for software companies. Calculate scores, understand variations, and evaluate SaaS stocks effectively.
Price to Free Cash Flow (P/FCF) Ratio: Complete Guide
Discover how the Price to Free Cash Flow ratio reveals what investors really pay for cash generation. Complete guide with calculator and real examples.
Dividend Yield vs Total Return: The Complete Guide for Smart Investors
Master the critical difference between dividend yield and total return. Learn when each metric matters, avoid yield traps, and use our calculator to optimize your investment strategy.