1. The mechanics of financial statements (balance sheets, income statements, and statements of cash flows).
Financial statement analysis starts with the basics. Learn how to read each of these important financial statements like the back of your hand.
2. Key financial ratios to evaluate profitability, returns, leverage, and efficiency.
Some of the ratios you'll learn include gross margin, net margin, ROE, debt/equity, debt/EBITDA, cash conversion cycle, etc.
3. Valuation methodologies to assess how cheap or expensive stocks are.
Valuation is incredibly important to understand how to buy stocks. We'll cover the major
valuation metrics like P/E, P/B P/S, EV/EBITDA, etc.
4. How to read key SEC filings
Most investors do not know how to read SEC filings.
As a result, you can get a BIG advantage over other investors by being able to comb through footnotes and reading in between the lines.
We'll go over how to read 10-K, 10-Q, 8-K, Proxy Statements, and Form 4 filings.
5. Understand key performance indicators
Many businesses and industries have specific KPI.
We'll cover many of the important ones like same store sales, organic growth, backlog/orders, etc.
6. Learn how to dig through filings to get key information and get that extra edge!
Most investors will NEVER read the footnotes of a financial report.
We'll teach you how to read these complex financial filings and exactly what to look for to uncover incredible opportunities.
