Resources & Education
Educational materials created by our student members to help you build your investment knowledge.
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Beginner : Foundations of Financial Literacy
Start your journey with the basics of managing and growing your money. This section covers essential topics like budgeting, saving, compounding, and understanding risk—all in plain, accessible language. No prior knowledge needed.
You'll also explore common investment types—like stocks, bonds, and mutual funds—while learning how to set goals and build smart financial habits. It's your first step toward becoming a confident, values-driven investor.
Fundamentals of Investing
The bible of value investing. Introduces concepts like margin of safety, Mr. Market, and long-term discipline.
A classic that teaches how to evaluate the quality of a business and its management.
Written by the founder of Vanguard, this book promotes low-cost index funds and long-term investing.
Offers insights on how everyday investors can find great companies early.
Intermediate : Building a Strategic Portfolio
Ready to go beyond the basics? This section is for students who understand foundational concepts and want to develop a more strategic, hands-on approach to investing.
You'll dive into portfolio construction, asset allocation, and reading market trends—while learning how to balance risk and return effectively. We’ll also introduce practical tools like ETFs, index funds, and technical analysis to sharpen your decision-making.
Perfect for aspiring investors aiming to build and manage a diversified portfolio with purpose and confidence
Fundamentals of Investing
A deep dive into risk, market cycles, and investor behavior by one of the best in the field.
Introduces the “Magic Formula” investing strategy that combines quality and value.
Applies a low-risk, high-return philosophy based on Warren Buffett’s principles.
Examines historical stock market returns and why equities outperform other asset classes.
Advanced : Mastering the Markets
Go beyond the basics with advanced tools and strategies. Learn about derivatives, alternative assets, macro trends, and risk management.
Sharpen your edge with deep research methods, trading tactics, and investment psychology—designed for serious, impact-driven investors.
Fundamentals of Investing
The more detailed and rigorous companion to The Intelligent Investor.
Explores special situations like spinoffs and mergers to find undervalued opportunities.
A comprehensive reference on valuation techniques from DCF to relative valuation.
Includes the principles behind Bridgewater's investment strategies and radical transparency.
Quick Quiz
A fun way to test your knowledge and see how much you've learned! Challenge yourself with interactive questions and discover new insights as you go. Whether you're just starting out or already know a lot, our quizzes make learning engaging and fun.
Investment Basics
What does ROI stand for?
Recommended Reading
Essential Books
The Intelligent Investor
Benjamin Graham
Principles
Ray Dalio
The Psychology of Money
Morgan Housel
A Random Walk Down Wall Street
Burton Malkiel