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Stocks and Shares

Eight modules in a fixed order. Each one assumes only what came before it - start at module 1 unless you know exactly what you skipped.

  1. Module 1

    How equity markets work

    Shares, exchanges and the auction: opens, closes and what a listed price represents. Corporate actions exist from day one but land fully in module 8. Index products are the indices track; this track is single names.

    9 lessons, about 54 minutes

  2. Module 2

    Reading equity markets

    Quotes and spreads by liquidity tier, volume that actually means something, and gaps around earnings. Reading a stock chart against its index and its sector.

    9 lessons, about 53 minutes

  3. Module 3

    What trading equities costs

    Commissions, stamp duty and the PTM levy on UK names, CFD financing against cash ownership, and borrow costs on the short side. The wrapper decision - cash or CFD - changes the cost of the same idea.

    9 lessons, about 54 minutes

  4. Module 4

    Managing equity risk

    Sizing per name, earnings gap risk that stops ignore, sector concentration, and single-name event risk - a stock can halve overnight; an index cannot. Portfolio heat across correlated names.

    9 lessons, about 55 minutes

  5. Module 5

    Equity analysis foundations

    Reading a company at working depth - earnings, guidance, sector context - beside technical structure on liquid names. Full corporate-action mechanics and deeper fundamental work are module 8.

    9 lessons, about 58 minutes

  6. Module 6

    Building an equity strategy

    Rules across a universe of thousands of names: screening, testing with survivorship bias in mind, expectancy per setup. Never a stock tip - the module teaches evaluating a universe, not picking a name.

    0 of 9 · membership

  7. Module 7

    Equity process and review

    Journalling by name, sector and setup; reviewing earnings trades as their own category; and the discipline of a watchlist that shrinks rather than grows.

    0 of 9 · membership

  8. Module 8

    Equity specialist topics

    Corporate actions in full - splits, rights issues, dividends and what each does to positions and charts - earnings mechanics, borrow and short interest, and sector rotation.

    0 of 9 · membership