Financial Statement Analysis

If you want to learn Valuation and Equity Research, please subscribe to my YT channel and follow me on LinkedIn:   / gautamrastogi1 . Feel free to email me at gautamrastogi.investandrise@gmail.com or PM me on linkedin

This education video series has 3 videos:

  • Video 1: Understanding the three Financial Statements | How the three statements are linked?
  • Video 2: Learn Financial Statement Analysis (of a Healthcare Provider as an example) — going beyond textbook analysis
  • Video 3: How to analyze a Balance Sheet?going beyond textbook analysis

Understanding the three Financial Statements | How the three statements are linked?

Learning Objectives:

  • 1. Understand the three Financial Statements: Balance Sheet, Income and Cash Flow Statement — Serve as a foundation of Financial Statement Analysis and Equity Valuation
  • 2. Understand how the three financial statements move together i.e., how are they linked – using example statements that I develop from scratch in this video.

Link to the Google Sheet (you would have to request access): https://docs.google.com/spreadsheets/…

Learn Financial Statement Analysis (of a Healthcare Provider as an example) — going beyond textbook definitions

Learning Objectives

  • 1. Understanding capital allocation overtime (through balance sheet analysis)
  • 2. Interpretation of key financial ratios
  • 3. Identification of areas that need further investigation
  • Link to the Google sheet (you would have to request access): https://docs.google.com/spreadsheets/…

How to analyze a Balance Sheet?

Topics Covered:

1. Understand capital allocation overtime

  • a. What are a company’s sources of funds?
  • b. To what extent those funds have been used?
  • c. How have the funds been used?
  • d. Summarize your understanding

2. Identify which line-items need further digging

Comments

One response to “Financial Statement Analysis”

  1. X22durne Avatar
    X22durne

    Hey people!!!!!
    Good mood and good luck to everyone!!!!!