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Understanding how to navigate financial reports is an essential 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.
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|Section 1: Overview|
A Note on Course MaterialsPreview
Welcome to Reading & Analyzing Financial ReportsPreview
Introduction to Financial FilingsPreview
|Section 2: Introduction to the 10-K|
The Annual Filing: 10-K Structure Overview
Annual Report vs. The 10-K
|Section 3: Red Meat - Critical Disclosures in the Annual Filing|
Business Overview & Risk Factors
Selecting Financial Data & Management Discussion & Analysis
The Financial Statements, Part 1
The Financial Statements, Part 2
Important Footnotes: Accounting Policies & Expense Breakouts
Important Footnotes: Taxes, EPS & Restructuring
Important Footnotes: Discontinued Ops PP&E, Intangibles & Other
Important Footnotes: Debt, Equity, Stock Options & Converts
Important Footnotes: Leases
|Section 4: Other Important Filings|
The Quarterly Filing (10-Q)
S-3 & S-4
Proxy & 20-F
Wall Street Prep was founded in 2003 by a group of JP Morgan investment bankers with a simple goal: To make the “investment banking skill-set” available to anyone who wants to learn it. Each year, our innovative courses are used by over 5,000 professionals and students. Over 150 investment banks, private equity firms, and investment funds use Wall Street Prep to train new and experienced analysts and associates. In addition, over 50 business schools, including Wharton, Oxford, INSEAD, LSE, Kellogg, Booth, MIT, and Cornell use Wall Street Prep to better prepare their students for careers in finance.