Swoopr Academy

Stock Research Foundations

A practical framework for researching an individual company: how to structure the research process, read the three financial statements together, judge cash flow and earnings quality, and recognize a durable competitive advantage.

Intermediate4 modules

You will be able to

  • Describe the multi-method framework for analyzing a stock before buying it
  • Explain how the income statement, balance sheet, and cash flow statement connect
  • Distinguish reported earnings from free cash flow and explain why the distinction matters
  • Identify the types of economic moat and recognize a false moat

Stock Research Foundations is a 4-module Swoopr Academy course. A practical framework for researching an individual company: how to structure the research process, read the three financial statements together, judge cash flow and earnings quality, and recognize a durable competitive advantage. Complete every module's knowledge check to finish the course.

This course is an educational guide only, not personalized investment or trading advice. See our Risk Disclosure.

Recommended before this course: Investing Foundations.

Your progress

Course Outline

Modules and knowledge checks

Module 1: The Research Framework

How fundamentals, technical/liquidity context, catalysts, and position sizing combine into one decision process.

Knowledge Check

Module 2: Reading the Financial Statements Together

How the income statement, balance sheet, and cash flow statement connect into one picture of a business.

Knowledge Check

Module 3: Cash Flow and Earnings Quality

Free cash flow, owner earnings, capital spending quality, and how to read a quarterly earnings report critically.

Knowledge Check

Module 4: Economic Moats and Business Quality

The types of durable competitive advantage, how they erode, and how to spot a false moat.

Knowledge Check

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