3. Analyzing Financial Reports

COURSE
Wall Street Prep
3 hrs

3. Analyzing Financial Reports

COURSE
Wall Street Prep
3 hrs
$33per person
OR
Included in GO1 PremiumStarting from $12 per user for teamsLearn moreTry it free
$33per person
OR
Included in GO1 PremiumStarting from $12 per user for teamsLearn moreTry it free

Course Overview 

Combined with a foundation in accounting, financial statement analysis, and corporate finance, understanding how to navigate financial reports is an important part of effective financial analysis. Investment professionals live and breathe these seemingly daunting documents, and the more documents you see, the more manageable they begin to feel. Using real reports, we will review the structure and composition of some of the most commonly used financial filings, and will specifically pay attention to sections and disclosures that are most relevant for typical financial analyses. Good luck and enjoy the program!

Instructor - Matan Feldman 

Matan Feldman is Wall Street Prep’s Founder and Managing Partner. His responsibilities include business development, development of courses, and overseeing training programs. Matan has overseen training programs for clients including Morgan Stanley, Credit Suisse, Raymond James, Stifel Nicolaus, FBR Capital Markets, Sagent Advisors, Giuliani Capital Advisors, JP Morgan, Cerberus, Wharton Business School, London Business School, Kellogg, Booth, Stern (NYU), and Cornell. Prior to founding Wall Street Prep, Matan served in several capacities on Wall Street — first as an Analyst in Chase Manhattan Bank's Mergers & Acquisitions Group in New York, and subsequently as an Associate within JP Morgan's Equity Research Group, covering Food & Drug Retail Equities.

Learning
CHAPTER 1: OVERVIEW
3.1.1 Welcome to Reading and Analyzing Financial Reportsvideo • 1 hr
3.1.2 Introduction to Financial Filingsvideo • 9 mins
CHAPTER 2: INTRODUCTION TO THE 10-K
3.2.1 The Annual Filing: 10-K Structure Overviewvideo • 4 mins
3.2.2 Annual Report vs. The 10-Kvideo • 2 mins
3.2.3 Introduction to the 10K Review - Quizquiz
CHAPTER 3: RED MEAT – CRITICAL DISCLOSURES IN THE ANNUAL FILING
3.3.1 Business Overview & Risk Factorsvideo • 6 mins
3.3.2 Selecting Financial Data & Management Discussion & Analysisvideo • 11 mins
3.3.3 The Financial Statements, Part 1video • 7 mins
3.3.4 The Financial Statements, Part 2video • 18 mins
3.3.5 Important Footnotes: Accounting Policies & Expense Breakoutsvideo • 10 mins
3.3.6 Important Footnotes: Taxes, EPS & Restructuringvideo • 11 mins
3.3.7 Important Footnotes: Discontinued Ops, PP&E, Intangibles & Othervideo • 12 mins
3.3.8 Important Footnotes: Debt, Equity, Stock Options & Convertsvideo • 14 mins
3.3.9 Important Footnotes: Leasesvideo • 6 mins
3.3.10 Critical Disclosures in the Annual Filling Review - Quizquiz
CHAPTER 4: OTHER IMPORTANT FILINGS
3.4.1 The Quarterly Filing (10Q)video • 9 mins
3.4.2 8-Kvideo • 7 mins
3.4.3 S-1video • 6 mins
3.4.4 S-3 & S-4video • 5 mins
3.4.5 Proxy & 20-Fvideo • 6 mins
3.4.7 Other Important Filings Review - Quizquiz
3.4.6 The Endvideo • 1 min
Supplementary Materials
Step by Step Course Manualdocument
Filings
2014 Google Proxy Statementdocument
2014 Q1 Google Earnings Press Release and Datadocument
AAPL 10Qdocument
AAPL 2013 10-Kdocument
AAPL Proxydocument
Amendment No. 7 to Registration Statement on Form S1document
ArchCoall Form 10Kdocument
Berkshire Hathaway S4 20091125document
BRE 2012 10Kdocument
COMCASTTWCS4document
Exxon Mobil Form 8Kdocument
FB 8Kdocument
Google 10Kdocument
JC Penny Co Inc 8Kdocument
JC Penny Co Inc 10Kdocument
PG 2013 10Kdocument
PG 2013 Annual Reportdocument
Registration Statement on Form S1document
SEC Form 10-K Rulesdocument
SEC Financial Reporting Manualdocument
Tesla Form 3Adocument
Tesla Form 3document
Tesla Form 4document
Tesla Form 10Qdocument
Tesla Form DEF 14Adocument
Tesla Form S3document
Tesla Form SC 13Gdocument
Tesla 10Qdocument
Twitter 8Kdocument
Unilever 20Fdocument
Unilever Ar13 tcm13 383757document
Unilever Ar13 tcm23 384483document
VLY 10Kdocument
WMT 10Qdocument
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