Module 2: Reading and Interpreting Financial Statements

taught by Aman Raina, MBA
  • 36 Videos
  • 1 Survey
  • 2 Texts
  • 1 PDF
  • 1 Audio
  • 2 Downloads
  • 3.0 hrs

Course Curriculum

Introduction and Administration Items
01:11
Administration Items
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Module 2-Podcast
Introduction
WinPak Financial Statements Download
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The Wheels of Capitalism
03:29
Slide 1
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The Balance Sheet
02:01
Slide 2
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The Balance Sheet (Continued)
02:58
Slide 3
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Balance Sheet: Liabilities and Equity
02:05
Slide 4
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Balance Sheet: Assets
00:56
Slide 5
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A Simple Balance Sheet
07:04
Slide 6a FREE PREVIEW
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Liquidity Ratios
10:23
Slide 7
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Leverage Ratios
05:08
Slide 8
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Cost of Capital
04:25
Slide 9
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Impact of Capital Structure on Risk
02:54
Slide 10
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Analyzing Balance Sheet of WinPak
13:10
Slide 11
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Analyzing Balance Sheet of WinPak (Continued)
13:45
Slide 12
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WinPak Balance Sheet Ratios
09:26
Slide 13
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WinPak Balance Sheet Ratios (Continued)
05:31
Slide 14
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WinPak Balance Sheet Ratios (Continued)
04:57
Slide 15
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Back To The Wheels of Capitalism
07:17
Slide 16
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The Income Statement
01:08
Slide 17
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The Income Statement (Continued)
08:17
Slide 18
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The Income Statement (Continued)
05:48
Slide 19
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Income Statement Ratios
05:28
Slide 20
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Income Statement - WinPak
08:10
Slide 21
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Income Statement Ratios - WinPak
06:57
Slide 22
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Roadmap For Making Investment Decsions
06:32
Slide 23
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Where To Find Financial Statements
07:48
Slide 24
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Financial Reporting Standards
02:48
Slide 25
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Users of Financial Statements
03:23
Slide 26
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The Players
03:57
Slide 27
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The Players: Sell Side Analysts
02:57
Slide 28
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The Players: Buy Side Analysts
01:45
Slide 29
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The Players: Business Media/Financial Gurus
12:40
Slide 30
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What Do We Know Now?
01:39
Slide 30
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Homework
02:46
Slide 31
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Final Thoughts
00:39
Final Thoughts
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Tutorial: Financial Analysis Template
30:41
Spreadsheet Template Download
Tutorial-Part 1
Tutorial-Part 2
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Module Evaluation
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Module Evaluation
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Module 3: Understanding The External Investing Environment

Course description

Upon completion of this module you will:

  1. Know how to read and interpret financial statements (Income Statement and Balance Sheet) for the purposes of making sucessful investment decisions. 
  2. Learn to extract core data points from financial statements and understand the role they play in evaluating a company and its stock.
  3. 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.




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Instructor

Aman Raina, MBA
Aman Raina, MBA
Investment Coach and Founder - Sage Investors

I help new and experienced investors who want to be financially secure but feel confused , intimidated and uninformed by the investing world. They either don’t know where to begin or feel that they are not making enough progress with their investments. I teach and engage with them in how to make educated investment decisions so that they can achieve financial freedom in their lives with confidence.

Over the years, I have met numerous investors who have shared their stories about how financial institutions have failed them in providing appropriate guidance for their investment portfolios. Many have gone on to lose significant portions of their savings, leading to financial and emotional hardships, while the institutions that should be helping them are enjoying massive profits. I believe there is a serious disconnect here and this is not healthy for our society.

My call to action

The people that I saw requiring the most assistance was hard working people like yourself, who after several stock market meltdowns have decided they want to take control of their financial destiny.

Sage Investors is Born

After investing for 20 years, I really believe deep down that investing is a lot easier than what the industry makes it out to be and any person can become really good at investing if they have the right education, motivation, and support. With that I created Sage Investors with a goal of creating an army of empowered and successful Sage Investors!

I've seen it first hand in the people I've worked with. When I started working with people, they knew nothing about investing, but with hard work and commitment to learning the mechanics and emotional aspects of investing, I see them now as confident investors who are building a meaningful nest egg for their future on their own.

I see them happy that their hard earned savings are growing meaningfully for them.

They have hope.

They have hope that that they have a good chance of having some financial flexibility to achieve their own personal and family goals.

I have gained so much admiration and greater satisfaction in helping these hard working people achieve some level of financial freedom in their lives. The best part is when I help someone on their investing journey, I am learning something new about investing that helps me. What a win-win!

I look forward to having an opportunity to work with you.

To your future investing success!

Aman has appeared on a variety of media outlets including financial print media as well as podcasts.

Sage Investors is based out of Toronto, Canada

Aman Raina, MBA

Investment Coach and Founder - Sage Investors

Twitter: @sageinvestors

Email: aman@sageinvestors.ca