What you’ll learn
Practical knowledge from an actual successful fundamental analysis investor
How do you spot trends to forecast the company™s future
Financial statement analysis of the 3 financial statements
Warning signs in the financial statements
Financial statement common size analysis technique
Ratio analysis
Essential Company Check points
What is core and non core earnings?
How do you determine if earnings are repeatable?
How management can manipulate earnings
The truth about acquisitions
“First things
“Introduction
Introduction and Lesson plan
“Definition of Financial statement analysis
Purpose of financial statement analysis
Predicting the future with financial analysis
Financial statement analysis procedure
“Profit and loss statement analysis
Introduction to Profit and loss statement analysis
Basic Checkpoint – Core business earnings
Basic Checkpoint – Core business earnings, Example, Cordlife
Basic Checkpoint “ Repeatability of earnings
Basic Checkpoint “ Repeatability of earnings, Example, Hershey
Basic Checkpoint “ Management judgement
Basic Checkpoint “ Management judgement, Reserves
Basic Checkpoint “ Management judgement, Acquisition
Basic Checkpoint “ Cash conversion
Basic Checkpoint “ Cash conversion, Example, Green Brick
Common size analysis – Introduction
Common size analysis – Demonstration
Common size analysis “ What to look out for
Common size analysis, Example, Micron
Getting free data for ratio analysis
Ratio Analysis
Consolidate
“Balance sheet Analysis
Introduction to Balance sheet Analysis
Basic Checkpoint “ Fair valuation
Basic Checkpoint “ Subjective assets and liabilities
Basic Checkpoint “ Maturity matching
Basic Checkpoint – Liquidity
Common size analysis
Common size analysis – Demonstration
Common size analysis, Example, GulfMark
Ratio Analysis
Consolidate
“Cash flow Analysis
Introduction to cash flow analysis
Basic Check points “ Core business cash flow
Basic Check points “ Repeatability of cash flow
Basic Check points “ Adjustments
Ratio Analysis
Consolidate
“Summary
Summary and conclusion