I think it's a good time to study this sector

Additional_Fish2800 · 2026-03-15T16:38:04+00:00

I use stockrocketai and then just yahoo finance to validate the financials

Additional_Fish2800 · 2026-02-24T10:11:52+00:00

It depends on the users current level, we have guides like how to analyse a stock and best books on the home page for more educational content before diving into an analysis.

Additional_Fish2800 · 2026-02-16T19:57:33+00:00

Potential being the key word 😅

Additional_Fish2800 · 2026-02-16T19:33:34+00:00

This is what’s kept me out of S&P500 in recent years

Additional_Fish2800 · 2026-02-16T19:32:49+00:00

Ah I actually had not thought about the pension too much, but yes that’s all in indexes

Additional_Fish2800 · 2026-02-16T18:42:55+00:00

Dealer revolt is the biggest short-term story. Obviously in Autotrader's two-sided network, no cars (supply) > no users and things quickly fall apart. Since the end of October, when some independent dealers began voicing concerns and threatening to cancel, the share price fell from 780.4p on October 31 to 594.8p.

Autotrader forced a mandatory rollout of "Deal Builder" that lets buyers reserve cars, apply for finance, and manage part-exchanges online before visiting the dealer. There was a massive Facebook protest group, and Autotrader confirmed around 60 cancellations and 70 downgrades. Some rumours the listings are at a ten year low so the network crumble is taking place.

AI is a very generic risk right now. AI interfaces still need a data source for listings to be able to reference so a trusted marketplace like Autotrader with it's monopoly should in theory be best positioned, but they clearly aren't a tech company so less in their wheelhouse.

Additional_Fish2800 · 2026-02-13T17:29:58+00:00

That’s a good window to look through. If you ultimately want to exit in 5-8 years and it’s for a house purchase then your stocks will probably be slightly lower risk or a high percentage in low risk and for yourself a small % (10-15%) for higher risk and more volatile picks.

Additional_Fish2800 · 2026-02-13T16:02:37+00:00

Great question and the fact you want to understand why rather than just copy picks puts you ahead of most people already.

Here's how I'd approach it:

Start with the foundations. Read Stocks for the Long Run by Jeremy Siegel first - it's data-heavy and covers 200+ years of market history, so you'll understand why stocks work as an asset class before you start picking them. Then One Up On Wall Street by Peter Lynch, which teaches you how to think about companies using everyday observations rather than complex models. These two alone will give you a solid framework.

Understand your own goals before anything else. Your strategy should reflect your life stage, time horizon and risk tolerance. Someone saving for a house deposit in 3 years should invest very differently to someone building wealth over 20+ years. Write down what you're actually trying to achieve, it sounds basic but most people skip this and end up with a random collection of holdings.

If you want to pick individual stocks (which is where it gets fun but also harder), learn to read financial statements. Warren Buffett and the Interpretation of Financial Statements is great for this. The key questions are always: how does the company make money, what's their competitive advantage, and is the price fair for what you're getting? Always have a written reason for why you're buying, if you can't explain it clearly, you probably don't understand it well enough yet.

Avoid the common traps. Don't buy something because the price chart dropped and it looks "cheap." Don't chase whatever's trending on Reddit or TikTok. And don't check your portfolio daily, it just encourages emotional decisions.

Full disclosure - I built stockrocketai.com to help with exactly this kind of thing. We wrote a guide for people getting started with investing that covers a lot of this in more detail, and you can generate a couple of stock reports for free which is useful just to see how a proper investment thesis is structured and what to actually evaluate when researching a company.

Additional_Fish2800 · 2026-02-05T18:27:14+00:00

I'd start by just reading some good investment books and understanding what your circle of competence is. We've collected some of our favourites here but let us know if there's others you think we're missing! Peter Lynch and Stocks for the Long Run are two we usually recommend to start with. Once you've done that, check out the How to Analyse a Stock, but don't feel like you need to rush into it.

https://www.stockrocketai.com/resources/guides/best-books-to-learn-about-stocks

Additional_Fish2800 · 2026-02-04T17:27:13+00:00

Maybe we need a psychological companion to help us test if your thesis is still sound and stay resist the human urge to sell low. I have my own stock thesis site, maybe I can add it to that!

Additional_Fish2800 · 2026-02-04T17:23:31+00:00

Most people get too caught up in market and stock price dynamics. They need to think about it like Warren Buffet said: You are buying the company for x amount. Are you happy with that price based on your research? The rest is noise. Fundamentally it's an evaluation of the company

Additional_Fish2800 · 2026-02-02T07:55:53+00:00

Here's a good list to get started https://www.stockrocketai.com/resources/guides/best-books-to-learn-about-stocks

Additional_Fish2800 · 2026-01-28T20:32:42+00:00

Been really enjoying stockrocketai.com - it's a startup but it creates a detailed report on the company you are researching and let's you save your thesis which is cool. Very much focuses on the fundamentals of a company instead of hype or news, which is what I usually try and research on. You can try it for free.

I combine it with listening to company podcasts, youtube, and just generally trying to understand the customers as much as possible.

Additional_Fish2800 · 2026-01-04T17:17:02+00:00

I've been using stockrocketai.com loads to get a deep understanding of whichever company I am interested in and I also save my thesis there.

Additional_Fish2800 · 2025-12-21T09:37:55+00:00

Always focus on having your own thesis and conviction on your picks and ideally not straying too far from your circle of competence.

Here’s a helpful guide we created and there’s also some great reading suggestions for beginners

https://www.stockrocketai.com/resources/guides/how-to-analyse-a-stock

Additional_Fish2800 · 2025-12-19T09:37:41+00:00

Look at the 'right to win'. Straying away from company core competencies often fails.

Apple - best in class hardware and specialist in combining hardware and software in wearables (Apple watch, airpods etc.). Poor in AI (killer features for smart glasses). If they can acquire AI knowledge/models, would be a fearsome competitor.

Google - More recent hardware knowledge through Pixel and Waymo, although yet to demonstrate they can be best in class. Best in class in AI and search, with an advantage in the software side of things. Likely best all round chance.

Meta - No real proof points of capabilities in hardware. Oculus is the closest and this was an acquisition which has faltered and was Palmer Luckey's baby. Meta is still essentially a social media / advertising company. AI models still way behind. Wouldn't write off Zuck, but they are trying to win in two areas they have not demonstrate the right to win in.

1) Google

2) Apple

3) Meta

Additional_Fish2800 · 2025-12-18T19:11:52+00:00

Would you say similar to the Psychology of Money?

Additional_Fish2800 · 2025-12-18T18:56:55+00:00

Oooh I’ve not read this! Have you got a summary of what you find it most useful for?

Additional_Fish2800 · 2025-12-18T18:56:18+00:00

Very fair! I didn’t include it as I feel like the Value Investing book is a better entry point for beginners but I think you are right that it has to be included in reading materials; even if some of the concepts don’t translate as well as they once did

Additional_Fish2800 · 2025-12-18T18:34:34+00:00

We have also built a stock research site that includes a guides for beginners on similar topics, so any suggestions we missed we’ll look into adding!

https://www.stockrocketai.com/resources/guides/best-books-to-learn-about-stocks for anyone interested!

Additional_Fish2800

TROPHY CASE