At Upside, we are always going on about the importance of research when analysing a company...or analysing anything really.
And research isn’t a one time deal either; you need to do it again and again and again! Keep revisiting, keep weighing up the facts and re-evaluating your investment ideas.
How does it look against current conditions, are there competitors creeping into the space, how is the management of the company doing, what about the financials? The P&L and cash flow statements?
It can feel overwhelming, but the good news is you don’t need a degree to do it. Investing is simple.
Here at Upside, we can help you navigate all these things, we can teach you and help guide you through, nudging you when you forget something, or get a little lost. But first, let us help you understand what we mean by “financials”.
Financials are important as they are like a health check, or an MOT. They are a standardised (well...mostly!) set of terms and measures that allow us to compare one company to another. And like an MOT or health check, watching them evolve over time allows us to check on progress, improvements, and management’s skill!
Once we understand these basic ideas, we can then try to use them to navigate:
Phew…. Sounds like a lot, right? Well actually no, any listed company is required to publish information, but finding it and comparing it can be hard. So, here at Upside, we go one step further. We help provide our users with live pricing and consolidated company data, adding further fuel to your research fire. And in no time, those investment ideas will be flowing, and your conviction levels will be skyrocketing.
All you need is the confidence to start, and when Upside has your back, you’ve got nothing to worry about. We’ll be there every step of the way to help out. We know there’s a science to being right.