Title | : | How to Analyze an Income Statement Like a Hedge Fund Analyst |
Lasting | : | 11.24 |
Date of publication | : | |
Views | : | 380 rb |
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Thanks for the insights! Just a quick unrelated question: I have a okx wallet with USDT, and I have the 12wordphrase: ( proof inner hobby bounce blouse able donate virtual luggage cart morning ticket ) How can I move it to Binance? Comment from : @PaulPeters-z1b |
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Are you using sales and revenue interchangeably here? 8:18 Comment from : @AllThingsLeague |
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As we know, cost or expenses will reduce profit and it is automatically shrinking the taxesbrSo, in order to decrease the tax, creating ghost expense is the part of window dressing 😅😂brIs it valid around the globe?br🤓 Comment from : @MadameMacgyver1291 |
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Good explanation Comment from : @ravikurup8350 |
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Nice for learn Comment from : @shorifulislam8619 |
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Can companies fake income statements? How would it affect your judgement? Comment from : @mist9965 |
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wow their operating income in 2021 is insane yoy jumping from 57 to 94 BB is nuts! and their expenses weren't much different compared to previous COGS and operating expensese relaative to revenue brbrWhat a a great year for them Comment from : @magdalena2115 |
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Very good explanation but very fast This video is for people who want to learn it and understand it which means they have to think while you’re talking This is an example of someone who has a knowledge but not a teaching or presentation skills Comment from : @evastastna5298 |
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Total garbage explanation Comment from : @kenc8945 |
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For anyone reading later on- some companies don’t align to calendar year if they follow set 4-5 week periods for better comparison to other periods This is common in manufacturing I’m sure there are other reasons as well Comment from : @Nic-xr1og |
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Thanks a lotpls also cover some topic to estimate intrinsic value of the company Comment from : @Khurram-zp8gl |
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This was great! Thank you for sharing this Comment from : @livingingreenvillenc6904 |
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hey i like your content, would you mind sharing how you prepare spreadsheet in detail? Comment from : @prabhuverma322 |
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Sry Sensei what is edibt u mentioned in balance sheet??✋🏼 Comment from : @SEJI5371 |
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😮 min 9:27 yes pls And write a comment here if it will be online Comment from : @Pyramidalist |
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one day maybe Rob Mauer will do a video like this i think that was his full time job Comment from : @OnionKnight541 |
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Thanks for the great content! Can you do a video about arriving at EBITDA and utilizing industry multiples? Comment from : @dakotafleming5261 |
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they not earning much Comment from : @Magnetic275 |
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Excellent content! Thank you for your wisdom, and soothing voice Comment from : @onceuq |
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Gold dust this video is, gold dust Comment from : @InBetweenRounds |
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Please do make a DCF video All of your explanations have been so very helpful and DCF video would really put it all together ❤ Comment from : @michaelflynn1617 |
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Would love to see the DCF valuation video!!!! You break things down perfectly and thank you for taking the time and effort of creating these presentations Comment from : @erickgomez8758 |
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Is there a way to download the spreadsheets you used to analyze the stocks without joining your monthly patreon? Can I do a one time purchase? Comment from : @neilbrodsky2035 |
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Thank could you also do a review on Resource Company Statements!? Comment from : @RavenRaven-se6lr |
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If the product sales is underperforming the sales if services shouldn't the company focus on trying to improve product sales growth?brbrIf I were the CEO or whatever of a company I will always work to maintain the areas of business that are already doing well but my focus is always going to be in what is underperforming and how there needs to be improvement in that area as a CEO I focus on the areas of concern that need attention paid to them not areas that are already doing well and don't need to be focused on as much at the moment Comment from : @kingtigercrownestate9102 |
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muy bueno , muchas gracias Comment from : @SebastianRodriguez-ep9cm |
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Ah, yes, "hedge" funds Runrun fast! Comment from : @wholeNwon |
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Wowoutstanding, clear explanationvery helpful Thank you Comment from : @WDWysong |
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get back in the kitchen b Comment from : @reeenareeena |
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Title: "How to Read and Analyze an Income Statement: A Guide Using Apple as an Example"
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brSummary:
brIn this informative video, the presenter emphasizes the importance of understanding and analyzing a company's income statement, a crucial skill for successful investing The key takeaways from the video are as follows:
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br1 **Introduction to the Income Statement**: The income statement is one of three fundamental financial statements (alongside the balance sheet and statement of cash flows) used to report a company's financial performance over a specific period
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br2 **Breakdown of Income Statement Elements**: The income statement breaks down a company's revenue (income from sales), expenses (costs of production, employees, rent, etc), and ultimately, profit (revenue minus expenses)
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br3 **Practical Example Using Apple**: The presenter uses Apple's income statement as an example, highlighting how publicly traded companies are required to disclose their financial information for public access
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br4 **Revenue Segmentation**: Companies often break down their revenue into segments or categories (eg, products and services) to provide investors with a more detailed view of their performance
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br5 **Gross Margin**: Gross margin is calculated by subtracting the cost of goods sold from revenue and dividing the result by revenue A higher gross margin indicates stronger pricing power, and investors generally want to see this margin increasing over time
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br6 **Operating Expenses**: Operating expenses include research and development (R&D) and selling, general, and administrative (SG&A) costs Analyzing these expenses relative to total revenue can reveal cost management efficiency
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br7 **Operating Profit and Margin**: Operating profit is the profit before taxes and interest Operating margin (operating profit divided by revenue) reflects how much of each dollar of revenue is turned into profit Higher operating margins are generally preferred
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br8 **Other Income and Expenses**: These are income and expenses outside the scope of the company's normal operations
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br9 **Earnings Before Taxes and Net Income**: Earnings before taxes (EBT) is the profit before tax expenses, and net income is the final profit figure
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br10 **Financial Modeling**: The presenter briefly mentions creating financial models to project a company's future profitability based on different growth rates, gross margins, and operating expenses
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br11 **Projections**: Projections can help investors estimate a company's future financial performance, but they should be based on reasonable assumptions
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brThe video provides a comprehensive overview of how to analyze an income statement, using Apple as an example It also hints at the importance of financial modeling for evaluating investment opportunities Comment from : @MrBlackjack456 |
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Your videos are wonderfully put together I would greatly appreciate if you do a DCF model video in the future You explain things with great ease and would be helpful to understand your view point on discounting cash flows Thank you and keep up the great work! Comment from : @luxurylife7464 |
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I'm a beginner and slowly trying to learn how to analyze financial statements You mentioned the basic financial model you created and yes please cover it in another video If there is already, I apologize and I will watch it after this video Comment from : @mariecamero |
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Do you have a Twitter account ? Comment from : @skybat723 |
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Geat stuff so far! Comment from : @davidwestenburg9165 |
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What you need to do before making an investment in any stock is you need to study well into Income Statement like Mr Ackman Comment from : @anhnguyenhong8770 |
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I'm only halfway through the video and I just have to say your explanations are by far the best I have heard so far I've been researching how to analyse companies for investment for months, it's been slow progress Although I was familiar with most of the terms you were speaking about, my understanding of them just trippled thanks to your breakdown of each of them Thankyou so much I will now prioritize this chanel first, amazing video 😄 Comment from : @jamieamato560 |
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love the way you explain, thanks Comment from : @aggariba |
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Hi, @investorcentre just watched this video and wanted to say thank you It was an excellent overview of an income statement I have not seen your videos before, but I have subscribed now Thank you Comment from : @andredantu6664 |
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In case anyone is wondering,brbr“The difference between them [gross profit margin and operating profit margin] is that gross profit margin only figures in the direct costs involved in production, while operating profit margin includes operating expenses like overhead”brbrFrom Investopedia Comment from : @jaysant6958 |
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The calendar year reporting relates to when the company was established, otherwise the first reporting would be for 6 months and 21 days or what ever which would be difficult to compare to the next ones Comment from : @annasillanpaa1111 |
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How are you able to make that much with Mr Sam Deymon Comment from : @ethan9415 |
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The reason some companies have year ends other than Dec 31, is mainly for tax purposes Comment from : @politicaldissidence |
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Let me explain why some companies like Apple will have an income statement end in Sep 25 For one, Apple is trying to be as exact as possible in comparing their activities That means each income statement compares 365 days of activity, hence this is the reason why 2020 moved up 2 days (because of the leap year) The 2nd part, is because Apple is so large, it takes them a long time to put all their financials in order Every statement needs a begin date and an end data date and will use the remaining time to compile the data, review, and approve by the end of year Seems like Apple just needs a big head start in order to be able to report by end of calendar year Comment from : @awesomeblossom2417 |
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Terrific video on how to analyze the important information ℹ️ Comment from : @John414 |
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please cover DCF , will be more helpful thanks Comment from : @Myvirtues |
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Thanks, lot for your deep work Can you tell me "For how long should I analyze these statements"? last 4 quarters or last 10 years Comment from : @awababd-arrahman3104 |
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Would love to see a video that covers the projections for DCF valuation which is ultimately used to determine if a stock is undervalued!! Very helpful <3 Comment from : @profit_paradox |
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Not everyone can teach like this Hats off mam Comment from : @TT-mg3yu |
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Discounted Cash Flow Evaluation would be so helpful if we were explained in detail What an amazing channel Just found this channel looking for how buffet calculates intrinsic value and what a library of information, I stumbled acrossbrbrThank You! Investor Center, for delivering amazing Content and great VALUE! Comment from : @malikdey-nativemoor2923 |
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Can you cover how to see if a stock is undervalued or overvalued please Comment from : @Yola12972 |
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Incredible! Comment from : @DreaminBig |
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That was a really good tip I’ve heard of comparing statements of a company to another that is in the same business I didn’t know how You said to compare YoY and it’s such an obvious thing that I don’t mid my think of lol Thank you Comment from : @DreaminBig |
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This is a great explanation and one very important Thank you so much Could you please do one for the DCF? Comment from : @anandpatel2624 |
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Hello If Income statement data from QuickBooks and from tax return are different, is this normal? Comment from : @lowmett2165 |
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Hi! Quick question, I am currently second year finance student in college do you think that I should research on my own to learn stock market analysis? Or do you think that a fund or my college me everything I would need to know?brbrThank you! Comment from : @amimellamanjose7687 |
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Thanks for the vids… learning a lot!! Comment from : @trentonbillie7 |
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Great stuff -- Would you by any chance have an available copy of that spreadsheet model you use to perform your long term sensitivity analysis? Comment from : @olivierlemoine9415 |
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Great video!!! Thanks for share!!! Comment from : @javieralessandro8850 |
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Please cover the blue stuff Comment from : @lsubandtrumpet2014 |
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Totally amazing You kept the information and time both concise and useful Could you also upload the DCF video which you mentioned? Comment from : @aishwaryakochar3334 |
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Thank You Comment from : @hoopie1022 |
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DCF valuation please Comment from : @danloyvales2017 |
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One question it's written in top its denoted in million and u said than 365 billion sale how it should bi 0365 billion or 365 million can u clear me that Comment from : @AliKhan-qt3jl |
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it will be great if you can do a discounted cash flow evaluation Comment from : @josekuoman3006 |
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Thank you for this video It helps me a lot of this report Comment from : @joelchauho-gmail7630 |
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Can you please make a video on how to calculate the discounted cash flow evaluation to find intrinsic value? Comment from : @domceja62 |
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Love your channel I'd love to see the video that you talked about doing at the end of this one I think that would be very useful Thanks for your time and effort Comment from : @JedWunderli |
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Great Vid! Comment from : @Saad_TheGod |
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Very informing and great content However, I was wondering do you not consider the consolidated statement of comprehensive income?? Comment from : @ghosm9855 |
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We do a different physical year most often to match the government’s physical year which does not end December either Comment from : @blockchainasaservice7496 |
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is net sales the same thing as revenue? Comment from : @kevin1049 |
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Would be awesome if you could do a "How to analyze a 10k" Great work, really Comment from : @eRaZerrOfficial |
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Mrs sonia is legit and her method works like magic I keep on earning every single week with her new strategy Comment from : @ramsondave6915 |
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Thank you for your video! Please also prepare a video on discounted cash flow analysis to determine if the stock is undervalued Comment from : @lukeallen282 |
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good stuff! Comment from : @mayankshankar1950 |
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Excellent series of videos And, yes! Please do a DCF Valuation video This would be very insightful Comment from : @jclopez99 |
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I am experienced Forex trader, profit loss 70/30, deaf, how to become hedge fund manager Comment from : @XpengInc |
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Great Video and presentation to understand the concept, could you please make a video to calculate share price basis income projections Thanks Comment from : @flmjohn |
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Thank you, again! Comment from : @danny100d |
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I think everyone would love to see you do a DCF model!!! Comment from : @rafaelageyev9961 |
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Yes DCF would be very interesting Comment from : @regansun1629 |
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Great video! Very clear and concise! Comment from : @domceja62 |
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if you could please do so (dcf) in a separate video I would really be interested Comment from : @SalonRougeAmir |
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Fantastic video! I love how clearly and thoroughly you present information You may want to look into teaching, consulting, or creating a course Comment from : @sev7ncapitall |
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This is great! Thanks!!! Comment from : @elpapasongote |
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I needed this - thank you! Comment from : @Toys4Life |
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This video has been super useful, thanks! And it would be great if you could do another video on estimating future earnings from the income statement Thanks! Comment from : @isidorocn7982 |
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