Transcript

How To Find StocksShane Leonard, CFA

1. It’s really simple to search

2. Found it. What to do next

3. And if you don’t find it?

What we’re going to cover

1. It’s really simple to search

2. Found it. What to do next

3. And if you don’t find it?

How to find stocks

The starting point Symbol

Name

Sector

It’s really simple to search

• We love big search bars

• You see results as you type

• Answers right on the search page

It’s really simple to search

Big search bars

Search by name

Search by ticker

Search by sector

1. It’s really simple to search

2. Found it. What to do next

3. And if you don’t find it?

How to find stocks

• Look at the summary data

• Dig into the detail

• Check out a competitor

Found it. What do do next

Summary data

Dig into the detail

Check out a competitor

1. It’s really simple to search

2. Found it. What to do next

3. And if you don’t find it?

How to find stocks

• We get depressed

• Then it’s Sherlock Holmes time

• So please tell us

And if you don’t find it?

Please tell us

How To Find StocksShane Leonard, CFA


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