Course Description
Upon completion of this module you will:
- Know how to read and interpret financial statements (Income Statement and Balance Sheet) for the purposes of making sucessful investment decisions.
- Learn to extract core data points from financial statements and understand the role they play in evaluating a company and its stock.
- Understand how financial statements are prepared, the standards they must abide by, as well as the audiences they cater to. It's important to understand who these players and users of financial information are as their analytical processes can often skew their evaluations to specific ideologies that can influence how a stock is evaluated.
Estimated Course Time: 2 hours 52 minutes (not including tutorial)
Math-i-ness Factor: (1=No Math, just concepts, 10=breakout the spreadsheets and calculators)
10 - Break out your financial calculators. We'll be crunching some formulas in this module.
Investment Coach and Founder - Sage Investors
Aman Raina, MBA
Course curriculum
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1
Introduction and Administration Items
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Administration Items
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Download Course Materials
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Module 2-Podcast
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Introduction
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2
The Wheels of Capitalism
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Slide 1
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3
The Balance Sheet
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Slide 2
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4
The Balance Sheet (Continued)
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Slide 3
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5
Balance Sheet: Liabilities and Equity
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Slide 4
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6
Balance Sheet: Assets
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Slide 5
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8
Liquidity Ratios
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Slide 7
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9
Leverage Ratios
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Slide 8
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10
Cost of Capital
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Slide 9
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11
Impact of Capital Structure on Risk
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Slide 10
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12
Analyzing Balance Sheet of WinPak
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Slide 11
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13
Analyzing Balance Sheet of WinPak (Continued)
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Slide 12
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14
WinPak Balance Sheet Ratios
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Slide 13
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15
WinPak Balance Sheet Ratios (Continued)
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Slide 14
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16
WinPak Balance Sheet Ratios (Continued)
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Slide 15
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17
Back To The Wheels of Capitalism
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Slide 16
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18
The Income Statement
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Slide 17
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19
The Income Statement (Continued)
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Slide 18
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20
The Income Statement (Continued)
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Slide 19
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21
Income Statement Ratios
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Slide 20
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22
Income Statement - WinPak
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Slide 21
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23
Income Statement Ratios - WinPak
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Slide 22
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24
Roadmap For Making Investment Decsions
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Slide 23
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25
Where To Find Financial Statements
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Slide 24
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26
Financial Reporting Standards
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Slide 25
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27
Users of Financial Statements
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Slide 26
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28
The Players
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Slide 27
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29
The Players: Sell Side Analysts
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Slide 28
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30
The Players: Buy Side Analysts
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Slide 29
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31
The Players: Business Media/Financial Gurus
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Slide 30
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32
What Do We Know Now?
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Slide 30
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33
Homework
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Slide 31
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34
Final Thoughts
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Final Thoughts
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35
Tutorial: Financial Analysis Template
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Spreadsheet Template Download
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Tutorial-Part 1
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Tutorial-Part 2
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36
Module Evaluation
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Feedback
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Module Evaluation
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$39.99 / month
$39.99 / monthAll-Access Subscription
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$99.00
$99.00Module 8: Cognitive Biases
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$99.00
$99.00Module 7: Investment Products
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$99.00
$99.00Module 6: Making the Investment Decision
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$99.00
$99.00Module 5: Measuring The Value of Stocks
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$99.00
$99.00Module 4: Measuring Risk In Stocks
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$99.00
$99.00Module 3: Understanding The External Investing Environment
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