We recommend reading this chapter on Varsity to learn more and understand the concepts in-depth.


Key takeaways from this chapter

  1. Fundamental Analysis is used to make long term investments.
  2. Investment in a company with sound fundamentals creates wealth.
  3. Using Fundamental Analysis, one can separate an investment-grade company from a junk company.
  4. All investment-grade companies exhibit a few common traits. Likewise, all junk companies exhibit common characteristics.
  5. Fundamental Analysis helps the analysts identify these traits.
  6. Both Technical Analysis and Fundamental Analysis should coexist as a part of your market strategy.
  7. To become a fundamental analyst, one does not require any particular skill. Common sense, basic mathematics, and a bit of business sense are all that is needed.
  8. A core-satellite approach to capital allocation is a prudent market strategy.
  9. The tools required for FA are generally fundamental; most of these tools are available for free.

48 comments

  1. Laxman Rawal says:

    Was checking the website to clarify a topic and saw these new amazing video based modules. Will help all those people who are lazy to read (Sometimes even me 😅🙈)
    So happy and once again Zerodha and team taking the financial awareness to the next level in India.
    So so happy to see you karthik sirji 🙂 and Prateek.

    Thank you Zerodha

  2. Udit Agrawal says:

    I’ve really loved this new way zerodha come up for teaching us! Thanks zerodha for adding one more thing in my everyday’s to-do list.
    I’ll refer this to some of my lazy friends who are damm lazy to even read a single card of the course.
    Thank you Karthik sir and all other members of his team to make investing exciting as hell!

  3. Aravind Singh says:

    Finally!!!

  4. kartheek says:

    i am a 17 year old kid ,read this fundamental analysis module its easy to understand and i am feeling exciting to watch this video [even sometimes i am lazy to read].THANK YOU KARTHIK SIR

  5. Harmeet singh says:

    We Indians need more and more knowledge about our stock market as our market is a gold mine with highest potential of the companies

  6. Aneesh says:

    Sir,
    When will the videos on F n O get uploaded?

  7. Aldrin says:

    The varsity logo is covering some part of key takeaways slide.

  8. James Philip says:

    Thank you Karthik Sir and Zerodha team for this amazing experience where anyone can learn and understand from the basics of the wonderful world of stock market and start trading!!!

  9. Gaurang Desai says:

    First of all thank you for all the content and these amazing videos. Just wanted to check when will be the other two videos regarding the option and futures videos will be released.

  10. Gaurang Desai says:

    Thank you Karthik 😀

  11. Sattik Mukherjee says:

    I am in my 20s and just putting my step in the stock market, I already completed the technical module long ago but sometimes after came to the realization that if I dont do the fundamental analysis it is not possible to find a multi-bagger and to create wealth. So I started today and from the 1st video only I got hooked. Took my pen and diary, set to learn a new part of the stock market.

    Thank you Zerodha for providing this free education among the millions of investors
    and lastly
    Thank you Rangappa sir for explaining so well.

  12. Alok Verma says:

    Please remove End Screens>Elements from the videos. It is interfering with the content of the videos.

    • Karthik Rangappa says:

      Alok, we have done that for subsequent videos. Very hard to rectify for the already produced videos; however, we have separately posted the key takeaway in Varsity, right below where the video is wireframed.

  13. Sandeep says:

    I am CA Final Student, the content here is best.
    Thanks for providing videos also.
    loving it.

  14. Pavan says:

    I am bit late into giving importance to the personal finances and investing in equity. Thank you @KarthikRangappa and team for your valuable time in creating easy to understand varsity modules. I watch your videos in Youtube, which are really good. Learning a lot.:)

  15. Athul saji says:

    Thankyou zerodha for this free classes. Its so worth. What an underrated site. Love zerodha

  16. Gowtham says:

    I recently completed your 1st module which is the basics of the stock market, now I want to learn about fundamental analysis.
    is it mandatory to complete technical analysis to watch fundamental analysis??

  17. Achnit says:

    Dear Team Zerodha,
    Cant thank you enough for the quality content that you have made available to the masses, that too without a cost. I am deeply thankful for the noble cause you have been relentlessly working for.

    Sincerely,

  18. Rutuja W says:

    I think this is one of the best financial education site I have ever visited, One stop solution for Investing! Thank You for creating this platform.

  19. Abhinav Seth says:

    Hi Karthik,

    Thanks for making these videos and simplifying the concepts for us.

    Is there an easy way to get Financial Statements in excel once we download them from company websites?

    Thnaks

    • Karthik Rangappa says:

      Abhinav, I think you should check with services like Tijori or Screener for this, maybe they can provide you the statements in excel.

  20. Saiyed Abdal says:

    Thank You for this Content, a credible source to learn from

  21. Subodh raina says:

    I find these videos very informative and simple to understand.
    Thanks to Zerodha team who are taking so much pains to educate people in a proper way hence helping them to avoid losing hard earned money by taking hasty and uninformed decisions.
    This makes Zerodha no.1 compared to its competitors who are not even at no. 4 or no.5.
    Great effort by you and thank you from the core of my heart.Good luck

  22. MMI says:

    Really amazing content and explanation in the simplest way possible without indulging in unnecessary self advertisements etc. The videos are very good and the effort behind them is commendable.
    I have one sincere request to the team if it is not too much to ask 😛
    Can you please convert all the modules in printed book form, because it really will help learn in distraction free manner and at the same time will save a great deal of screen time. Because even today many people prefer traditional method of learning from hardcopy books, they really give the feel of reading and learning.
    Kindly consider, if possible. I am ready to pay for the book, whatever the cost is because there is no doubt about the quality of the content.
    Thanks in advance.

    • Karthik Rangappa says:

      Thanks for the kind words, Manzar. I’m happy to note that you liked the content. About the books, not sure if we can do that. But let me check again 🙂

  23. VIJAY KUMAR BHARATIYA says:

    To strengthen our economical presence, it is essential to be financially educated for Stock Market.

    Good Series where point to point has been described in simple and easy way

    Thanks

  24. Gautham rj says:

    very good and informative session kindly upload another modules videos also

  25. Javed says:

    Sir
    CAGR is imp to see while doing fundamental analysis

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