Who Owns This Stock, and What They Do With It?

​Welcome to Session 7/10 in Helix's Global Financial Education Course

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Tools Needed:

1. ​​​​​Trading View

2. ​​​​​Notebook LM

3. ​​​​​Google Gemini

​​​​​Pre-requisite Learning:

1. ​​​​​Factors affecting stock returns

2. ​​​​​Backtesting & forward testing of returns

3. ​​​​Assessing the Revenue to Cash Flow, Moat, Business Model, and Debt in Listed Stocks

4. ​​​Impact of the Macro Environment & Industry Structure on Stock Returns

5. ​​Impact of Valuations and Greenwashing on Stock Returns

6. ​Impact of KPIs and Forward Look, on Stock Returns

​​​​​If you require access to the recordings for these pre-requisites, please email [email protected] to request an invoice for the same. Once the invoice is paid, we will provide you with the link to the respective recording.

​​​​​In this session, we will be assessing the impact on stock returns, due to institutional, and insider ownershop of the stock.

​​​​​By the end of session 7, you would be able to explain the stock returns, for your own portfolio, using:

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Market Beta (Interest)

​​​​​Momentum (Insider & Institutional Block Trades)

​​​​​Size

​​​​​Value

​​​​​Investment
Eco-Efficiency

​​Profitability

​​Integrity & Health