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Investment Analysis & Market Education
Guides on stock analysis, valuation methods, conviction investing, and portfolio management from the Convex team.
Monte Carlo Simulation for Stock Returns, Explained Simply
A fair value estimate is one number built on guesses. Monte Carlo simulation runs those guesses thousands of times so you see the full range of outcomes, not just the flattering one.
How to Build a Stock Watchlist That Actually Works
Learn how to build a stock watchlist with the right metrics, entry criteria, and alerts. Includes real examples with AAPL and conviction-based tracking.
AAPL Stock Analysis: Fair Value, Rating & 2026 Outlook
In-depth AAPL stock analysis with fair value estimate, conviction rating, and risk factors. Covers Services growth, Apple Intelligence, and peer comparison.
Growth vs Value Investing: Which Strategy Fits You?
Growth vs value investing compared with real examples from AMZN and BRK.B. Learn the key differences, when each works best, and how Convex classifies stocks.
NVDA Stock Analysis: Fair Value, Rating and Outlook
Is NVDA a buy right now? An 8-step conviction breakdown of NVIDIA: business classification, quality grade, fair value, Monte Carlo, asymmetry and buy zone, plus what would change the verdict.
Risk Reward Ratio: How to Measure Asymmetry in Stocks
Learn how the risk reward ratio measures upside vs downside in stocks. See how Monte Carlo simulations and probability-weighted scenarios reveal asymmetry.
Stock Screener Guide: From Filters to AI Analysis
Learn how to use a stock screener to find quality investments. Compare Finviz and Yahoo Finance with algorithmic analysis tools like Convex for smarter picks.
WACC Explained: The Discount Rate Behind Every Valuation
WACC explained step by step with real AAPL and MSFT examples. Learn the formula, CAPM, cost of debt, and how Convex uses WACC in DCF fair value models.
Stock Fair Value: What It Is and How to Calculate It
Learn what stock fair value is, how it differs from market price, how to calculate it with DCF and multiples, and the six checks that separate an undervalued stock from a value trap.
Portfolio Management Strategies: A Complete Guide
Learn proven portfolio management strategies including diversification, position sizing, and rebalancing. Real examples with AAPL, NVDA, and MSFT inside.
How to Analyze Stocks with AI: The Complete Guide
Learn how artificial intelligence is transforming stock analysis. From fundamental screening to conviction scoring, discover the complete AI-powered framework that institutional investors use.
7 Best AI Investing Tools in 2026
Compare the best AI investing tools of 2026 side by side. Real features, pricing, and strengths, from conviction analysis to quant ratings and more.
DCF Valuation for Beginners: Step-by-Step Guide
Discounted cash flow analysis doesn't have to be complicated. This beginner-friendly guide walks you through building a DCF model step by step — from free cash flow to discount rate to terminal value.
EV/EBITDA Explained: A Practical Valuation Guide
EV/EBITDA explained step by step with real examples from MSFT and AAPL. Learn when to use it over P/E and how Convex applies it to fair value estimation.
How to Value a Stock: 3 Methods Every Investor Should Know
Master the three core valuation methods (PEG ratio, discounted cash flow and EV/EBITDA), then the five habits that separate a hedge fund analyst's work from a spreadsheet: reverse DCF, sensitivity, pre-mortem, position sizing and tracking.
Margin of Safety: How to Buy Stocks at a Discount
Benjamin Graham's margin of safety is the most important concept in value investing. Learn what it means, how to calculate it, and how Convex's buy zones automate the process of finding discounted entry points.
PEG Ratio Explained: The Growth Investor's Secret Weapon
The P/E ratio only tells half the story. Learn how the PEG ratio factors in growth to reveal whether a stock is truly overvalued or a hidden bargain — and why it's the first method Convex uses for fair value estimation.
How Fair Value Estimation Works: PEG, DCF, and EV/EBITDA Explained
Understanding the three valuation methods used in Convex's conviction framework. When to trust each one, how they're blended, and what the fair value number really means.
Understanding Buy Zones: How to Time Your Stock Entries
Buy zones use margin of safety to define entry points — from Strong Buy to Overvalued. Learn how Convex calculates buy zones and how to use them in your investment process.
What Is Conviction Investing? A Framework for Retail Investors
Learn how to move beyond gut feelings and build a structured, data-driven investment process. We break down the 8-step conviction framework that institutional investors use — and how Convex brings it to you.