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Online Education Handouts

Presentations at San Jose Public Library

Investing Basics - Summer 2021

Spring 2021 Investing Basics

1 - Introduction to Investing
2 - Library Resources: Morningstar and Value Line
3 - Two Local Non-Profits for Investor Ed: AAII and BI
4 - What Makes a Good Investment Club CheckList

Fall 2020 Investing Fundamentals  

Round 1 - Basic Stock Analysis 
Round 1 - SSGPlus Template 
Round 1 - Completed SSG on TJX

Round 2 - SSGPlus Study on Synnex (SNX)
Round 2 - SSG Guidelines for Beginners
Round 2 - Value Line SNX Report
Round 2 - First Cut Template
Round 2 - First Cut Published Study on Synnex

Round 3 - Doug Gerlach - Become a Smarter Stock Seller
Round 3 - Doug Gerlach - Refocus on Growth/Small and Midsized Stocks


Do You Fear the Market - Think Long Term
Finding Winning Stocks
Stock  Research - Small and Medium-Size Companies
Owning a Moat Can Help Your Portfolio
Time for Questions  - Covid 19
Portfolio Analysis Plus with myICLUB Reports