Financial Statement Analysis

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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

One response

  1. X22durne Avatar
    X22durne

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

Gautam is the passionate equity researcher and instructor at Invest and Rise