Investing in Financial Research
A Decision-Making System for Better Results
Every day, people around the world make financial decisions.
They choose to invest in a stock, sell their holdings in a mutual fund or buy a condominium. These decisions are complex and financially tricky―even for financial professionals. But the literature available on financial research is dated and narrowly focused without any real practical application. Until now there's been a gap in the literature: a book that shows you how to conduct a step by step comprehensive financial investigation that
The AREA Method provides you with
- Defined tasks that guide and focus your research on your vision of success;
- A structure that isolates your sources, giving you insight into their perspectives, biases and incentives;
- Investigative resources, tips and techniques to upgrade your research and analysis beyond document-based sources;
- Exercises to foster creativity and originality in your thinking;
- A sequence and framework that brings your disparate pieces of research together to build your confidence and conviction about your financial decision.
Download the AREA Method Cheetah Sheets.
Write the story of not only your research and decision-making process but also a book about you as a decision-maker. The goal: To help you gain confidence and conviction to make your big decisions better.
Where better decisions begin.
Listen to the Problem Solver Podcast. Problem Solved is the podcast for curious thinkers, bold problem-solvers, and anyone who’s ever faced a tough choice and asked, “Now what?”
"Investing in Financial Research is the most pragmatic, in-depth, and comprehensive hands-on guide for conducting investment research available"
"I have been lucky to witness Cheryl's work on her AREA method over the last few years. To me, it is a work of genius. Cheryl has literally broken the code on all aspects of critical thinking both left and right brain. Her work is for everyone from young to old. It is enduring and will evolve as more people adopt the AREA Method in their toolbox for thinking. Hats off!"
- Joseph Platt, Director at companies including CONSOL Energy and BlackRock Liquidity Funds, a Trustee at Blackrock Collateral Trust and a General Partner at Thorn Partners LP
"Investing in Financial Research is the most pragmatic, in-depth, and comprehensive hands-on guide for conducting investment research available. Einhorn's process will deliver insightful, unbiased, and perceptive investment decisions. The book is a straight forward and systematic guide to clarity."
- Paul Johnson, Adjunct Professor of Finance, Columbia Business School, Columbia University, and co-author of Pitch the Perfect Investment
"Why wasn't there a book like this when I started out as a stock market sleuth?"
- Bill Alpert, Investigative Reporter, Barron’s
"In an era dominated by algorithms, people have stopped learning how to think for themselves. Cheryl Strauss Einhorn's Investing in Financial Research is the antidote, providing a system that will train you to analyze and synthesize like the experts."
- Jesse Eisinger, Pulitzer Prize winning Journalist and Senior Reporter, ProPublica
"Investing in Financial Research should sit on every investor's bookshelf between Graham's The Intelligent Investor and other seminal finance textbooks. It addresses a key gap in the finance literature, by explaining how to conduct financial research using a structured, replicable process that addresses the incomplete, imperfect, and often biased information we encounter in the 'real world.' I wish I learned this content earlier in my career--All of my employees will be receiving a copy of this book."
- David McCombie III, Founder and Chief Executive Officer of McCombie Group, a private investment firm