Navigate the 10-K and Other Financial Reports

Learn to quickly read and analyze the 10-K, 10-Q, 8-K, S-4, S-1 and more.

Created byWall Street Prep

Last updated 9/2014

English

What you'll learn

At course completion, you will be able to efficiently find your way around financial reports such as the 10-K, 10-Q, 8-K, S-4, S-1, and many others.

Course content

4 sections • 20 lectures • 2h 40m total length

A Note on Course Materials0:25
Welcome to Reading & Analyzing Financial Reports0:41
Introduction to Financial Filings9:23

Business Overview & Risk Factors6:26
Selecting Financial Data & Management Discussion & Analysis11:21
The Financial Statements, Part 16:55
The Financial Statements, Part 218:02
Compare Proctor and Gamble, Apple, and Tesla across income statement, balance sheet, cash flow, and shareholders equity, highlighting cash reserves, deferred revenue, working capital shifts, and other comprehensive income.
Important Footnotes: Accounting Policies & Expense Breakouts9:45
Important Footnotes: Taxes, EPS & Restructuring10:38
Important Footnotes: Discontinued Ops PP&E, Intangibles & Other26:02
Important Footnotes: Debt, Equity, Stock Options & Converts14:24
Important Footnotes: Leases6:17

The Quarterly Filing (10-Q)9:24
Compare the 10-Q with the 10-K, noting quarterly filing timelines and core financial statements, footnotes, and MD&A; 10-K footnotes are more detailed and 10-Qs are reviewed, not audited.
8-K6:34
S-15:48
Explore the S-1 filing as a company goes public, including the prospectus, use of proceeds, and key disclosures, with amendments before the ipo and a Tesla case study.
S-3 & S-45:24
Explore S-3 and S-4 filings, including short form registration for companies with at least $75 million float, and analyze merger disclosures and price ranges in Time Warner and Comcast deal.
Proxy & 20-F6:15
Explore form 20 filings and proxies, compare them with the 10-k, 10-q, S-1, S-4, and 8-k, and learn how they disclose financial statements, ownership, and acquisition details.
The End0:22

Requirements

This course is designed for those with no prior accounting background as well as those seeking a refresher.

Description

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.

Who this course is for:

Students seeking a lucrative finance career
Investment banking professionals
Finance professionals looking to reduce time spent analyzing financial reports

Navigate the 10-K and Other Financial Reports

What you'll learn

Explore related topics

Course content

Overview3 lectures • 10min

Introduction to the 10-K2 lectures • 6min

Red Meat - Critical Disclosures in the Annual Filing9 lectures • 1hr 50min

Other Important Filings6 lectures • 34min

Requirements

Description

Who this course is for: