Finelo Blog
Learn investing and trading, one article at a time. Practical guides, beginner-friendly explainers, and learning tips from the Finelo team.
Intrinsic Value Sensitivity Analysis: Building a Defensible DCF Range
This is not a second basic definition of intrinsic value. It shows how to turn a discounted-cash-flow point estimate into a range and identify which assumptions dominate the result. Intrinsic value is an estimate…
How to Read a 10-K: A Practical Walkthrough for Investors
Learning how to read a 10-K comes down to knowing which sections answer your question and following them into the footnotes. Form 10-K is the annual filing required of SEC reporting companies subject to the rule, and it…
Gross Margin Bridge: Separating Price, Mix, Volume, and Cost Effects
This guide assumes the reader already knows gross margin = (revenue − cost of goods sold) ÷ revenue. Its distinct purpose is to explain why the percentage changed. A gross-margin bridge separates price, product or…
Golden Cross vs Death Cross: What These Signals Mean and How Traders Use Them
The golden cross vs death cross distinction is simple: a golden cross forms when a stock's 50-day moving average climbs above its 200-day moving average, a classically bullish signal, while a death cross forms when the…
Free Cash Flow vs Net Income: Understanding the Key Differences
Net income is the accounting profit a company reports on its income statement; free cash flow is the actual cash the business generated after paying for operations and capital investments. The two can diverge widely: a…
Free Cash Flow Margin: What It Is, How to Calculate It, and Why It Matters
Free cash flow margin measures how much of every revenue dollar a company converts into free cash flow. The formula is simple: free cash flow divided by revenue, expressed as a percentage. A business with $2 billion in…
Fibonacci Retracement in Trading: Levels, Uses, and Limits
Fibonacci retracement is a charting tool that marks likely support and resistance levels by dividing a price move at fixed percentages: 23.6%, 38.2%, 50%, 61.8%, and 78.6%. Traders draw it between a swing high and a…
Ex-Dividend Date: What It Is and Why It Matters
The ex-dividend date is the first trading day on which a buyer generally does not acquire the right to the announced distribution. The applicable date depends on settlement and distribution size. An economic price…
Debt to EBITDA Ratio: What It Means and How to Calculate It
The debt to ebitda ratio measures how many years of a company's core earnings it would take to repay all of its debt. You calculate it by dividing total debt by EBITDA (earnings before interest, taxes, depreciation, and…
Dark Pool Trading: What It Is and How It Works
Dark pool trading is the buying and selling of securities on private trading venues where orders stay hidden until after they execute. Institutions use these venues to move large blocks of stock without tipping off the…
Cup and Handle Failure Signals: False Breakouts and Risk Controls
This article assumes the reader knows the conventional cup-and-handle shape. Its purpose is to diagnose failed or ambiguous formations, an intent distinct from Finelo's basic pattern guide. The shape is subjective and…
Covered Call Strategy Explained: Income, Risks, and When to Use It
A covered call means selling a call option against shares you own, collecting a premium in exchange for an obligation to deliver those shares at the strike price if assigned. Assignment can occur before expiration, not…
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