I hate fundamental analysis. It offers no clue during the times/events that are going on currently regarding the virus and how it is hurting the markets and economies. There are many companies that were very sound fundamentally but tanked by 40-50% when markets started to melt. There is much more fraud in FA also with CFOs cooking books like the recent case of Chinese coffee company.
Is there a place where we could find a tight collection of source information that you use to make fundamentals related decisions?.
FA is about much more than just glancing at 10-Qs or running a P/E screener. You mention Luckin Coffee, which was in fact identified and publicized by fraud-hunting FA short-sellers long before it collapsed. The two major FA methodologies I'm aware of are "identify where allocators will be going and why and position accordingly", and "identify and buy genuine value". Both work very well, but if it were easy everyone would be doing it. When it comes to risk, every trading or investment methodology carries risks which need to be managed, especially in novel, rapidly-changing situations such as COVID. Being a fundamental investor doesn't mean you sit there with your thumb up your ass while a global pandemic eviscerates your portfolio of airlines and office REITs. In the final analysis, COVID was a gigantic generational opportunity for fundamental investors to buy cheap, and see those buys double, triple or more in just 3-4 months.