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Zerodha Varsity

India's most respected free markets-education resource, written by Karthik Rangappa — no signup or paywall.

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Screener.in

The standard fundamental-data screener for NSE/BSE stocks, covering 4,000+ Indian companies.

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Value Research Online

India's oldest independent mutual fund and stock research firm, operating since 1992.

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Market Cap Categories (Large/Mid/Small-Cap)

How companies are classified by total market value. - **Large-cap:** generally above $10B (US), or the top ~100 companies by market cap in India — more stable, slower growth - **Mid-cap:** roughly $2B–$10B — a balance of stability and growth potential - **Small-cap:** below $2B — higher growth potential, but also higher volatility and risk - India-specific: SEBI defines cap categories by *rank* (e.g. top 100 = large-cap) rather than a fixed rupee threshold

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Risk vs Volatility

Two related but distinct ideas that are often conflated. - Volatility (standard deviation of returns) is a *measure* of risk, not risk itself - A volatile stock isn't automatically "risky" if the underlying business is sound and the holding period is long - Risk = probability of *permanent* capital loss; volatility = size of price swings, which can reverse - Beta measures volatility relative to the overall market — a beta of 1 means it moves with the market

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Morningstar: Investing Classroom

Over 170 free short lessons on stocks, funds, and portfolio building.

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Investor.gov: Asset Allocation, Diversification & Rebalancing

Official beginner's guide to portfolio construction.

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OANDA: Chart Patterns in Technical Analysis

Head-and-shoulders, double tops, triangles and flags explained.

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P/E Ratio and Valuation Basics

Price-to-Earnings is a quick gauge of how many years of current earnings you're paying for in a share price. - **P/E = share price ÷ earnings per share** - Compare P/E within the same industry, not across industries — growth and capital intensity differ wildly - A high P/E can mean overvalued, or it can mean high expected growth; a low P/E can mean cheap, or a value trap - Related ratios: P/B (price-to-book), P/S (price-to-sales), PEG (P/E ÷ growth rate)

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Diversification and Asset Allocation

Spreading capital across assets, sectors and geographies to reduce single-position risk. - Asset allocation (stocks vs bonds vs cash) typically matters more for long-term returns than individual stock picks - Diversification reduces unsystematic (company-specific) risk, but not systematic (market-wide) risk - Over-diversification ("diworsification") can dilute returns without meaningfully cutting risk

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Dollar-Cost Averaging / SIP

Investing a fixed amount at regular intervals regardless of price. - Buys more units when prices are low, fewer when prices are high, averaging out the entry price over time - In India this is the SIP (Systematic Investment Plan) — the dominant retail entry point into mutual funds - Removes the need to time the market; trades potential upside for reduced timing risk and behavioral discipline - Works best with volatile assets over long horizons; less impactful on already-stable assets

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Indian Stock Market Resources (NSE/SEBI)

**Curated links on indian stock market resources (nse/sebi):** - [NSE India: Investor's Home](https://www.nseindia.com/static/invest/investors-home) The official NSE hub for investor education. - [SEBI Investor Website](https://investor.sebi.gov.in/) The regulator's own dedicated investor-education portal. - [SEBI: Investor Education Reading Material](https://investor.sebi.gov.in/iematerial.html) Official guides on safe investing, mutual funds, ETFs, REITs/InvITs, and fraud protection. - [NISM — National Institute of Securities Markets](https://www.nism.ac.in/) SEBI-backed body offering certification courses on market fundamentals.

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Berkshire Hathaway Shareholder Letters (official archive)

Warren Buffett's full shareholder letters, 1977 to present, direct from the company.

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Finviz

Free stock screener with 70+ fundamental and technical filters, for US-listed stocks.

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SEC: Beginners' Guide to Investing

The SEC's official roadmap to saving and investing.

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Investor.gov: Introduction to Investing

The SEC's plain-language investor education portal.

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Fundamental Analysis Basics

**Curated links on fundamental analysis basics:** - [Investopedia: Fundamental Analysis Tutorials](https://www.investopedia.com.cach3.com/university/all/fundamental-analysis/index.html) Core tutorial series covering EPS, ROE and the three financial statements. - [Fundamental Analysis 101: A Complete Beginner's Guide](https://www.winvesta.in/blog/investors/fundamental-analysis-101-a-complete-beginners-guide-for-2026) Covers economic, industry, and company-level analysis together. - [Fundamental Analysis for Dummies](https://bullishbears.com/fundamental-analysis-for-dummies/) Plain-language walkthrough for first-time readers of financial statements. - [TIKR Resources](https://www.tikr.com/resources) Free stock research platform with analysis guides and screening tools.

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Index Investing & ETFs (Bogleheads)

**Curated links on index investing & etfs (bogleheads):** - [Bogleheads Wiki: Index Fund](https://www.bogleheads.org/wiki/Index_fund) What an index fund is and why the passive-investing philosophy favors them. - [Bogleheads Wiki: ETFs for Bogleheads](https://www.bogleheads.org/wiki/ETFs_for_Bogleheads) How ETFs differ from mutual funds and how to pick one. - [Bogleheads 3 Fund Portfolio Review](https://www.optimizedportfolio.com/bogleheads-3-fund-portfolio/) The classic 3-fund passive portfolio: total stock, total international, total bond. - [Bogleheads Forum: Index Funds 101](https://www.bogleheads.org/forum/viewtopic.php?t=297243) Community-vetted starting guide to index investing.

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Reading Financial Statements

**Curated links on reading financial statements:** - [SEC: Beginners' Guide to Financial Statements](https://www.sec.gov/about/reports-publications/investorpubsbegfinstmtguide) The US regulator's own official primer on reading financial statements. - [Harvard Business School Online: How to Read Financial Statements](https://online.hbs.edu/blog/post/how-to-read-financial-statements) Balance sheet, income statement and cash flow explained together. - [Wealthsimple: How to Read Financial Statements](https://www.wealthsimple.com/en-ca/learn/how-to-read-financial-statements) Beginner-friendly explanation with worked examples.