Back to Basics: The Best Way to Read a 10k

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather & Glassbox Media

Business, Investing

4.2 • 1.5K Ratings

🗓️ 6 June 2024

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome to The Investing For Beginners Podcast! In this episode titled "How to read a 10-K," Dave and Andrew dive deep into the world of annual reports, discussing the critical role a 10-K plays in helping investors understand a company's performance and risks. They share their approaches to navigating complex financial information, filtering companies based on key indicators, and the importance of understanding different business metrics. From deciphering cash flow statements to uncovering potential blind spots in company risks, join our hosts as they unravel the intricacies of reading and analyzing 10-K reports. Learn how experience, note-taking, and deep thinking can empower you to make informed investment decisions as they explore the fundamental elements of company analysis. Stay tuned for invaluable insights on investing practices and techniques that can enhance your investing journey. 00:00 Publicly traded companies require 10-K for transparency. 04:47 Approach company analysis by focusing on revenue. 06:39 Using Finchat, I evaluate company financials. 10:14 Long-time user biased by positive experiences. 13:43 Focus on cyclical companies, especially John Deere. 17:38 Company focus on tech; understand key aspects. 21:46 Evaluate Netflix using shortcuts, like Finchat and Quickfs.net, plus cash flow deductions. 25:20 Netflix revenue segmented by geography, US growth. 28:32 Analyzing KPIs, creating more questions, educational experience. 30:13 Writing things down helps learn and retain. 34:19 Analyzing company's debt and potential future issues. 37:05 Analyze company checklist, research, and evaluate competitors. 40:35 Time spent thinking crucial for successful investing. Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! Start your free online visit today at Hims.com/INVESTING Find great investments at Value Spotlight Have questions? Send them to [email protected] DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I feel like I'm missing out because it seems like everyone is either starting a side hustle or becoming their own boss and you know what they're hearing a lot.
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0:18.0	Shopify is the commerce platform revolutionizing millions of businesses worldwide.
0:23.0	Whether you're selling books or bracelets or donuts or dresses,
0:27.0	Shopify Simplifies selling online and in person
0:30.0	so you can successfully grow your business.
0:33.0	Covering all your sales channels from a shop front ready POS system to its all in one e-commerce platform.
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0:50.0	Shopify gives you complete control over your business and your brand without learning new skills in design or coding.
0:58.0	We all have a moment where we revolutionise our business.
1:01.0	My name's Andrew Gold. I'm a British journalist and I only recently
1:04.5	turned my podcast heretics into a thriving business recently and Shopify
1:09.6	is exactly the kind of thing that takes you from idea and concept into the land of success and
1:15.7	entrepreneurship and a whole lot of kaching.
1:19.2	Remember that sound from the beginning?
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1:24.1	about selling and get Shopify today. This is possibility powered by Shopify. Sign up for a one pound per month trial period at Shopify.co. UK slash glass box all lower case.
1:37.8	Go to Shopify.co. UK slash glassbox to take your business to the next level today. Shopify.
1:44.3	code at UK slash glassbox.
1:47.1	With supply chains becoming more complex you need to stay on top of the
1:51.9	latest logistics developments.
	...

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