New Beginnings, a Beginners Guide to Intelligent Investing

New Beginnings' is a professionally structured, beginner-to-advanced investment guide designed to give you a tactical introduction to the public markets, without the noise, hype, or guesswork. Whether you're brand new to investing, returning after years away, or looking to sharpen your core understanding, this framework shows you how to build knowledge, confidence, and a long-term edge in the stock market, one decision at a time.

This is not a surface-level overview. It’s a streamlined playbook rooted in real-world investing principles, used by professionals and simplified for individual investors. Since 2020, the author has been a contributor to Mallard Avenue’s Private Investment Club, where investment models are built, stress-tested, and refined. This guide distills those institutional concepts into an easy-to-understand, actionable format for self-directed beginners.

Inside, you’ll learn how to:

• Think like a capital allocator, not a speculator, understanding the role of equity ownership, cash flow, and compounding.
• Build a diversified stock portfolio using core ETFs and individual securities that align with your risk profile and time horizon.
• Read financial statements and key metrics like P/E ratios, earnings reports, and balance sheets to evaluate real companies.
• Apply disciplined strategies like dollar-cost averaging and risk-adjusted position sizing to grow your portfolio over time.
• Avoid common investor pitfalls by learning the psychology behind market cycles, media narratives, and emotional decision-making.

You won’t need any prior experience or financial background, just a willingness to learn and a desire to take control of your financial future. This guide assumes zero knowledge, yet delivers institutional-quality thinking in a clear, concise format built for results.

We are not a hedge fund. We manage no outside capital. Mallard Avenue exists to educate and equip self-reliant investors with frameworks traditionally reserved for advisors and institutions. You’ll never be told to chase a trend or hand your money to someone else. This guide gives you the foundational tools to start investing with clarity, purpose, and an intelligent edge.

Whether you're starting with $1,000 or $100,000, Stock Market Fundamentals offers a reliable entry point into the world of investing, rooted in principles, built for beginners, and designed for long-term success.