Learn about Stocks!

This course aims to provide a practical understanding of the stock market for beginners. You will learn how the stock market works, which are the stocks and ETFs that you can invest in, and the foundation on how to pick in which stock to invest.

The first capsule is free! and then you can keep going and learn from a total of 6 capsules that are very easy to follow. You will also find additional supporting material in pdf to give you simple and practical references.

By the end of this course, you will understand the basics about the stock market to be able to make informed investment decisions in stocks.

This and all our courses follow the razor principle, which gives the name to our company:

"The simplest explanation is usually the best one."

William of Ockham
Razor Principle

Capsules in this course: See the first one for free!

Featured

Capsule 1 (Free): What is a stock?

What are stocks or shares of a public company. We use an analogy with co-ownership of a building. It describes the risks and opportunities of investing in shares.

Capsule 2: Understanding key terms related to stocks

Have you ever wondered what a “bull market” is, or what “Earnings per share” signifies. This capsule explains these terms and many more key stocks related terms in a clear and simple way.

Capsule 3: Understanding the stock market landscape

What different stock markets exist across the world? How many companies are traded in each one? We will touch on this in this short capsule, and share some relevant history about the stock market.

Capsule 4: Types of stocks and ETFs

We will explain stock revenue streams, as well as how to group stocks, either by market capitalization, industry or growth/value stocks. You will also learn what ETFs and ADRs are, and also be warned about meme stocks and their risks.

Capsule 5: How to decide which stock to invest in? Part I

You will learn how the fundamental analysis focuses on finding what the intrinsic value of a company is, what it’s really worth. To do this, you should understand how good the company is at what it does, and whether it delivers on its financial commitments. You will also learn about key metrics used in fundamental analysis, such as P/E Ratio.

Capsule 6: How to decide in which stock to invest? Part II

This part II digs into a different type of analysis, the Technical Analysis. This is commonly associated with stock trading by looking at charts, trends and statistical analyses over these trends. We make it simple for you, covering some of the most common and useful metrics such as moving averages, MACD, RSI, and the concepts of support and resistance.

At OCKHAM FINANCE, we empower you towards
a better financial future, helping you make your own financial decisions with confidence.

“We founded Ockham Finance out of my own frustration when I started my journey in Finance. I always felt that people in finance tend to explain abstract concepts, or advise in such a complex way that the audience ends up nodding without truly understanding what's being explained.

I believe that people should be comfortable managing their own finances, whether it's investing in the stock market, buying bonds, or choosing the right retirement plan based on their risk tolerance and budget. Imagine yourself buying stocks in your favorite brand or becoming an angel investor in a new startup!

My partners and I are here to offer you easy access to financial education and empowerment. Take the first step towards a more informed, hands-on financial future.”

Carolina Guedez

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Do you want to learn more about how we can help you? —
We provide simple, easy-to-understand financial education in:

Investing in stocks, bonds and options

We can help you to invest in the stock market and to understand how to confidently trade across a large variety of asset classes.
- What are all the different types of liquid assets available to invest in?
- I’m already in the stock market, but I want to upgrade my skills.
- How to optimize an existing portfolio?

Let’s talk Assets
Life stage planning

We’re here to help you be financially prepared for every milestone in life, with education covering:
- Retirement planning
- Children’s higher education
- Managing family finances
- Setting up trusts and wills

Let’s Talk Life Stages
Real Estate investment

Seeking perspective on a real estate decision: Investment property, rental, secondary home, fractional ownership, house flipping?
We have international property experts to guide you to find projects, secure financing, manage properties, and navigate legal and tax complexities.

Let’s Talk Real Estate
Starting, acquiring or operating a business

Looking to buy a business or start one up?
We’re here to help you figure out if it is a good idea by helping you assess the potential based on income, assets, and market appeal.
Do you need financial support for an existing business?
We offer fractional CFO support and corporate accounting services.

Let’s talk Business

Our Experts and Partners:

Carolina Guedez

Ockham Finance Founder. Expert in Life Stage planning and FP&L for Business consulting. Resided and invested in various cities across 3 continents. Extensive experience investing pension funds and plans in over 50 countries. Previously served as a Finance Director at a large S&P 100 company and as Fractional CFO for emerging private startups. Currently resides between the San Francisco Bay Area and Europe.
R.A.Z.O.R. Index = 40/100. Business and Life Stage conservative planner.
Javier Neves

Expert in Life Stage Planning, Real Estate and Business operations. Extensive international and cross-border experience, speaks 7 languages and has resided and invested across 3 continents: Europe, South America, and three states in the United States. Executive experience in Fortune 50 public and private companies, including Strategy and Planning roles to ensure the long-range viability of investments. Currently resides between Los Angeles and Europe.
R.A.Z.O.R. Index = 60/100. Risk balanced & planner advisor.
Simon Benarroch

Expert in Analytics and Technology applied to investing, real estate and business insights. Executive experience with over 20 years working for Procter & Gamble in consumer goods, and over 6 years for Visa in financial services. Expert in turning insights and analytics into business strategy and growth. Extensive international experience, having resided and invested in 8 different cities across 3 continents: Europe, South America, and three states in the United States. Currently resides between San Francisco Bay Area and Europe.
R.A.Z.O.R. Index = 70/100. High-risk, high-reward advisor.
Gabriel Ermoli

Expert in international Real Estate and as an Angel investor in startup businesses. Has resided and invested in five different cities across three continents: Europe, South America, and North America. Has built extensive experience in commercial and residential property development, with projects in Houston, TX and more recently in Italy. Startup investor in Air and Space telecommunications, as well as other high risk markets. Currently resides in Milan, Italy.
R.A.Z.O.R. Index = 60/100. Hi/Lo Startups and Real Estate advisor.
Nicolas Perez

Expert in international Real Estate consulting. Graduated from Columbia University. Experienced Real Estate investor in Europe, South America, and North America via managing REITs, family office and private real estate investment funds. Previously served in the International Development Bank in Washington, DC and worked since then in one of the "Big 4" Fortune 500 commercial real estate services companies. Currently resides in Lisbon, Portugal.
R.A.Z.O.R. Index = 40/100. International Real Estate advisor.
Reynaldo Guzman

Expert in international Real Estate consulting. Studied in UC Berkeley, CA. Over twenty years of international experience in consulting and retail working for Procter & Gamble, McKinsey & Co., Louis Vuitton and Gucci. Experienced Real Estate investor in Europe, with properties across several Western Europe capitals. Speaks Spanish, English, French and Portuguese. Currently resides between Zurich, Switzerland and Lisbon, Portugal.
R.A.Z.O.R. Index = 50/100. Balanced Business and Real Estate advisor.
Ignacio Bernabé

Ignacio is an expert in Real Estate, business operations, online businesses and tax optimization. Currently living in Madrid, has lived and invested in Switzerland, Luxembourg and Spain. He has a deep financial knowledge developing plans to secure long term income while limiting risks. He serves in the board of directors of a Real Estate company with operations in Europe and South America.
R.A.Z.O.R. Index = 50/100. Financial and Real Estate advisor.