How to Analyze an Annual Report (10-K) Like a Hedge Fund Analyst

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Investor Center

Investor Center

Күн бұрын

How to analyze an annual report? This is a question many new and experienced investors ask as they are learning how to analyze financial statements and research stocks. How to read a 10K is an important skill for all investors. An annual report, also referred to as a 10k, is a document that provides an overview of a company and a discussion of the company's financial statements. These financial statements include the income statement, balance sheet, and cash flow statement.
After watching this video you will have a better understanding of the following topics: How to analyze an annual report, how to read an annual report, how to read a 10k, financial statement analysis, how to analyze financial statements, the income statement, the balance sheet, the cash flow statement, and how to analyze stocks.
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Пікірлер: 74
@patrickheiskanen2610
@patrickheiskanen2610 2 жыл бұрын
One thing that I feel is missing out and I think that would make these videos better is recap at the end. 3main takeaways/5bill akmans investing priciples reminded/recapped at the end would make them better imo. Keep up the good work! 🇫🇮
@InvestorCenter
@InvestorCenter 2 жыл бұрын
Thank you. Very good suggestion!
@uztrtrwhu3678
@uztrtrwhu3678 Жыл бұрын
@@InvestorCenterHello, How do I find the competitors of companies like Apple, how should I know which companies are direct competitors of Apple. It's not that difficult with Apple, but what about other smaller companies, how do I find them?
@BBFletcher4202
@BBFletcher4202 2 жыл бұрын
Reading the 10K is sooo crucial! Thanks for the breakdown.
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬅️
@NotNoseBlind
@NotNoseBlind 2 жыл бұрын
Great video - even if you aren’t a pro at reviewing an annual report -- the least you can do is open an annual report and attempt to read it - do it over and over and take notes
@InvestorCenter
@InvestorCenter 2 жыл бұрын
Thank you! And exactly. That’s how you get better. Through practicing
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬅️
@InvestorCenter
@InvestorCenter 2 жыл бұрын
Link to Investor Center Patreon where I post all the tools and resources I personally used to grow my portfolio to $300,000 at 24 years old: www.patreon.com/user?u=38414104
@ChrisE1415
@ChrisE1415 2 жыл бұрын
I think reading about Apples competitive dynamics makes their industry or at least their place in it sound more competitive than it is. If you look at their margins and their loyal customers they don't seem to experience much "price competition". One thing I think I remember reading from Peter Thiel was if a business tries making it seem like they have a great moat in their industry, they likely don't and are just trying to make it seem that way for shareholders. If they try to make it seem they don't have a moat and are in a highly competitive industry they likely do and they're just saying that to keep anti-trust off their back.
@JamesGamesMTG
@JamesGamesMTG 2 жыл бұрын
GREAT VIDEO! Some might not like it because it's not "entertaining" but there's a lot of value here
@mikeyt6719
@mikeyt6719 2 жыл бұрын
It is sooooooo much work and planning for these videos!!!! GUYS HIT THE THUMBS UP BUTTON NOW. Thank you so much for the content… keep it up 👍🏽 !
@InvestorCenter
@InvestorCenter 2 жыл бұрын
Thank you for that support!!!
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬅️
@zhushishuo
@zhushishuo 2 жыл бұрын
love your video
@JanikMalorny
@JanikMalorny Жыл бұрын
Just found your chanel. Amazing work! To the point and very well explained. Keep it up :)
@InvestorCenter
@InvestorCenter Жыл бұрын
Thank you, Janik 😊
@aikanaro236
@aikanaro236 Жыл бұрын
Great video
@ravindertalwar553
@ravindertalwar553 2 жыл бұрын
Great excitement to see
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬇️
@ssemombweandrew
@ssemombweandrew 2 жыл бұрын
Thanks 😊 for your efforts
@InvestorCenter
@InvestorCenter 2 жыл бұрын
Thank you for your support 😊
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬅️
@jirensama1622
@jirensama1622 2 жыл бұрын
Nice video 👍
@boburbarotov7444
@boburbarotov7444 2 жыл бұрын
Thank you for the hard work you've done for making this video
@candyfloss184
@candyfloss184 2 жыл бұрын
Thank you 🙏
@InvestorCenter
@InvestorCenter 2 жыл бұрын
Thank you!!!
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬇️
@hybrid711
@hybrid711 2 жыл бұрын
Good stuff.
@InvestorCenter
@InvestorCenter 2 жыл бұрын
Glad you enjoyed it. Appreciate the support, Timothy!
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬇️
@maximilianoviand7683
@maximilianoviand7683 2 жыл бұрын
One question. We should look for all those topics mentioned in the video in only one of the 10K´s of the same company or whe should read all them in more than one annual report from that same company? Good vid
@Commando303X
@Commando303X 2 жыл бұрын
Just for clarification, the annual report and the 10-K of a company are not always the same document; when both are available, the 10-K offers important details, whereas the former more is for show and marketing.
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬅️
@tobieaina
@tobieaina 2 жыл бұрын
Nintendo's annual report is sooooo easy to read. Even though I think the stock is expensive I want to buy it just because of how simple the business and the annual report is 😆
@BBFletcher4202
@BBFletcher4202 2 жыл бұрын
Just checked their financials. They're actually pretty solid! & cheap, valuation wise.
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬇️
@seancampbell7375
@seancampbell7375 2 жыл бұрын
You’re my favorite Finance channel, if I may I’d like to ask you a question. I’m a recent college grad, having a hard time finding a financial analyst job. Which job should I get to eventually be a analyst? Thank you in advance!
@daveplays7803
@daveplays7803 2 жыл бұрын
I have the same question!
@InvestorCenter
@InvestorCenter 2 жыл бұрын
My opinion would be to get a job maybe in corporate development or Mergers and Acquisitions if you can’t get a job on “Wall Street”. I think those jobs would put you in a good place to do a lot of good different jobs in the future and you would likely learn a ton
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬅️
@BSI_Inc.
@BSI_Inc. 2 жыл бұрын
10-Ks always were intimidating to me so I really appreciate this video. Thank you so much! Though I have to ask, can this video be used as a reliable reference for companies based outside the US? Companies like MTN (from South Africa) or Bentley (from the UK)
@InvestorCenter
@InvestorCenter 2 жыл бұрын
In my job, I also look at European companies. I would say this video is still very relevant for European companies based on my experience. However, I’m not sure about South Africa. How this answer was helpful
@BSI_Inc.
@BSI_Inc. 2 жыл бұрын
@@InvestorCenter thank you very much, I'll check on my side. I'm an accounting student and an aspiring CA(SA) so I don't know how much I can learn but I'll try my best to learn as much as I can about this
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬅️
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬅️
@bakiojaskar478
@bakiojaskar478 2 жыл бұрын
Great video nice explains 👍...can you explain whale options trading in detail please 😀 👍
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬅️
@kicikocani1
@kicikocani1 2 жыл бұрын
finally some good video after 99% of wank videos briliant thanks i saw few of your videos are actually very good so i want to see more background from you where you comming from what you do are you real analyst will be cool thankz
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬇️
@PastaLaVista.
@PastaLaVista. 2 жыл бұрын
I think you’re the only one on KZfaq that I need to watch at .75x speed lol
@InvestorCenter
@InvestorCenter 2 жыл бұрын
It's ironic you say that because when I try to talk slower I get so many comments saying I talk way too slow lol
@PastaLaVista.
@PastaLaVista. 2 жыл бұрын
@@InvestorCenter if it was any other type of video I wouldn’t even notice but since I’m trying to pay close attention to important details I have to slow it down. Been learning a lot. Thanks.
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬇️
@npccali2839
@npccali2839 7 ай бұрын
So for something like a consolidated balance sheet on a 10-k when it says (dollars in millions) every dollar is a million right?
@uztrtrwhu3678
@uztrtrwhu3678 Жыл бұрын
Hello, How do I find the competitors of companies like Apple, how should I know which companies are direct competitors of Apple. It's not that difficult with Apple, but what about other smaller companies, how do I find them?
@ougawougajr.4983
@ougawougajr.4983 2 жыл бұрын
Hmmm...I've seen it last night.
@boburbarotov7444
@boburbarotov7444 2 жыл бұрын
A question, why 10-k forms of investment banks don't have quick navigation button on the top left corner, Most other companies have that
@boburbarotov7444
@boburbarotov7444 2 жыл бұрын
*financial institutions' 10-k froms(Goldman Sachs, JP Morgan etc) not investment banks
@MrPinoCavallo
@MrPinoCavallo 2 жыл бұрын
As a Europen investor, I love 10-Ks because they are so super standardized and they get right to the point. It is a lot less work than reading the European annual reports with tons of unnecessary information on how great they do and which social projects they support.
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬇️
@gregoriusbawono3205
@gregoriusbawono3205 2 жыл бұрын
Like a hedge fund analyst? They probably don't 🤣 (wait let me actually watch the video)
@benjamingrumske3810
@benjamingrumske3810 2 жыл бұрын
łnvestment Helpline⬆️📩⬇️
@redken19
@redken19 2 жыл бұрын
Why do you talk like a robot? It's exhausting to follow.
@InvestorCenter
@InvestorCenter 2 жыл бұрын
It is not as easy to narrate a video as you think. I try my best
@markslesarev5024
@markslesarev5024 2 жыл бұрын
She talks great and very smart person, you should be ashamed for your dumb question
@redken19
@redken19 2 жыл бұрын
@@InvestorCenter Exactly, you try to narrate when you should talk freely, which will make your presentation more natural and not like reading a script. It's just a suggestion, didn't mean to offend you.
@redken19
@redken19 2 жыл бұрын
@@markslesarev5024 I didn't question her intellectual capability, just her presentation methods. You should be ashamed for what your country does and for taking everything very personal, like many of your comrades.
@markslesarev5024
@markslesarev5024 2 жыл бұрын
@@redken19 at least you apologized to the lady - good boy!
@shume767
@shume767 Жыл бұрын
Man the American voice is so annoying - i prefer the dude - I don’t know why but i find her voice is so robotic and distracting
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