What you'll learn:
- How To Evaluate Companies Using The Core Financial Statements
- Balance Sheet: Evaluate A Companies Current Financial Strength
- Income Statement: Is The Company Profitable Or On The Path To Profitability
- Cash Flow: Cash Is King Thus Important To See If Cash Is Rising Or Falling And Why
To fully understand a business you need to understand their financial statements. Perfect for investors and those who wish to fully understand a companies performance...including the one they may work for!
You will quickly learn step x step through screen sharing of real financial statements how to read each financial statement and evaluate how well that business is performing and are there any red flags or concerns.
There are 3 big financial statements that everyone should understand.
1. The Balance Sheet (Company Report Card)
A balance sheet is a financial statement that reports a company's assets, liabilities, and shareholder equity.
It provides a snapshot of a company's finances (what it owns and owes).
The balance sheet adheres to an equation that equates assets with the sum of liabilities and shareholder equity.
Fundamental analysts use balance sheets to calculate financial ratios.
2. The Income Statement (Did We Make Money?)
Reports a company's financial performance over a specific accounting period.
Net Income = (Total Revenue + Gains) – (Total Expenses + Losses)
An income statement provides valuable insights into a company’s operations, the efficiency of its management, under-performing sectors and its performance relative to industry peers.
3. Cash Flow Statement (What Does Our Cash Position Look Like)
A cash flow statement is a financial statement that summarizes the amount of cash and cash equivalents entering and leaving a company.
The Cash Flow Statement measures how well a company manages its cash position, meaning how well the company generates cash.
The main components of the CFS are cash from three areas: operating activities, investing activities, and financing activities.
I will share my screen and show you step x step, line x line, as we evaluate a company together.
Thanks for your interest in the course and all you need to do now is click the button to enroll and get started.
Many thanks and I look forward to seeing you in your first lesson!
Steve Ballinger
Disclaimer Note: This course is for educational and informational purposes only. There will be no recommending of any particular investments such as a particular stock or mutual fund as only you know what is right for your portfolio and your comfort with risk and volatility. Consult with a Professional for specific advice. Course is for education purposes only and instructor will have no liability related directly or indirectly to any loss or damage.
