Bull Investor
Bull Investor
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How to Read an Annual Report (10K) || Facebook(Meta) Example
This video explains how to read one of the most important documents of financial analysis, the Annual Report (Form 10k), using Facebook's 2020 Annual Report as an example.
You will learn how to read any business's Annual Report, section by section, and see what's important and what's not when trying to value a business.
P.S.Thank you all for over 400 subscribers! Last time I posted I had less than 100, sorry for the absence!
GET $50 WHEN YOU SIGN UP AND FUND YOUR ACCOUNT AT M1 FINANCE USING THIS LINK (FREE): m1.finance/JuhYeu6zpGdW
Major Sections:
1. Intro
2. Business Overview Section
3. Risk Factors Section
4. Management’s Discussion and Analysis Section
5. Financial Statements Section
6. Notes to Financial Statements Section
7. Limitations of the Annual Report
8. Happy Birthday Warren!
PLEASE LEAVE A LIKE AND SUBSCRIBE IF YOU ENJOYED!
*None of this is meant to be construed as investment advice, it's for entertainment purposes only
AFFILIATE DISCLOSURE: Some of the links on this webpage are affiliate links, meaning, at no additional cost to you, we may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinions and comparisons.
Переглядів: 9 675

Відео

Is Bank of America (BAC) A Buy? || Warren Buffett's Favorite Bank Stock Analysis & Intrinsic Value
Переглядів 13 тис.3 роки тому
Is BAC a buy at current prices? Bank of America is Berkshire Hathaway's second-largest holding and is Buffett's favorite stock in the financial sector. Bank of America is a US-based financial services company that offers customers personal financial products and commercial products for other businesses. To date, Bank of America's stock has nearly doubled since the March lows in 2020. This video...
Is Palantir (PLTR) A Buy? || PLTR Stock Analysis - Intrinsic Value, Growth, and Business Overview
Переглядів 5393 роки тому
Is PLTR a buy at current prices? Palantir is an enterprise software as a service company that brings value to its customers by offering central operating systems that organize and process big data. To date, Palantir's stock has more than 2X'd since the DPO in September 2020. This video explains and analyzes Palantir's business (Products, Numbers, Economic Moat, and Management Team), Business Gr...
How Joel Greenblatt Made a 50% Return per Year || You Can Be a Stock Market Genius Book Analysis
Переглядів 4813 роки тому
How did Joel Greenblatt make a 50% return for almost 10 years? Joel Greenblatt used Special Situations to achieve extremely high returns. Situations like Spinoffs, Mergers, and LEAPS (Options and Warrants) are perfect hunting grounds for high potential returns for smaller investors. From Joel Greenblatt's book, "You Can Be a Stock Market Genius", this video explains how Greenblatt invested to m...
Is Snapchat (SNAP) A Buy? || SNAP Stock Analysis - Intrinsic Value, Growth, and Business Overview
Переглядів 1,4 тис.3 роки тому
Is SNAP a buy at current prices? Thanks for watching! Please leave a like and subscribe if you want more content like this! What stock analysis do you want to see? Snap, the owner of the social media app Snapchat, is a global advertising company with an increasing market share. To date, Snap's stock has 6X'd since the March lows in 2020. This video explains and analyzes Snap's business (Key Sta...
Is Facebook (FB) A Buy? || FB Stock Analysis - Intrinsic Value, Growth, and Business Overview
Переглядів 6433 роки тому
Thanks for watching! Please leave a like and subscribe if you want more content like this! What stock analysis do you want to see? Facebook is a global advertising company with one of the widest moats in the industry. To date, Facebook's stock has returned over 24% per year since the IPO in 2011. This video explains and analyzes Facebook's business (Key Ratios, Economic Moat, and Management Tea...
Is Netflix (NFLX) A Buy? || NFLX Stock Analysis - Intrinsic Value, Growth, and Business Overview
Переглядів 3113 роки тому
Thanks for watching! Please leave a like and subscribe if you want more content like this! What stock analysis do you want to see? Netflix is a global entertainment company with arguably one of the widest moats in the industry. To date, Netflix's stock has returned over 36% per year in the past decade. This video explains and analyzes Netflix's business (Key Ratios, Economic Moat, and Managemen...
Disney (DIS) Stock Analysis || Intrinsic Value and Buy Price, Key Ratios, and Growth
Переглядів 9213 роки тому
Thanks for watching! Please leave a like and subscribe if you want more content like this! What stock analysis do you want to see? The Walt Disney Company is an international media and entertainment conglomerate with arguably one of the widest moats of any company. This video explains and analyzes The Walt Disney Company's key financial ratios (D/E, ROIC, Operating and Net Margins), business se...
Disney (DIS) Stock Analysis || Business Segments, Financials, Economic Moat, and Management
Переглядів 6393 роки тому
The Walt Disney Company is an international media and entertainment conglomerate with arguably one of the widest moats of any company. This video explains and analyzes The Walt Disney Company's business segments, financials, Economic Moat, and Management Team. In the next video, we'll discuss Disney's key ratios, growth, and intrinsic value. GET $50 WHEN YOU SIGN UP AND FUND YOUR ACCOUNT AT M1 ...
Connecting the Income Statement, Balance Sheet, and Cash Flow Statement
Переглядів 121 тис.3 роки тому
Every public company in the US has Three Financial Statements. Investors can link these financial statements to better make sense of the financial position of a business. This video explains how the Three Financial Statements connect (link). GET $50 WHEN YOU SIGN UP AND FUND YOUR ACCOUNT AT M1 FINANCE USING THIS LINK (FREE): m1.finance/JuhYeu6zpGdW Major Sections: 1. Income Statement 2. Profit/...
How to Read a Cash Flow Statement (Tesla Example)
Переглядів 7 тис.3 роки тому
The Cash Flow Statement is one of the three Financial Statements investors use to evaluate a stock. This video dives into Tesla's Cash Flow Statement from the 2019 Annual Report. You will learn how to read any business's Cash Flow Statement from top to bottom and see line by line exactly what everything means. GET $50 WHEN YOU SIGN UP AND FUND YOUR ACCOUNT AT M1 FINANCE USING THIS LINK (FREE): ...
How to Read a Balance Sheet (Tesla Example)
Переглядів 13 тис.3 роки тому
The Balance Sheet is one of the three Financial Statements investors use to evaluate a stock. This video dives into Tesla's Balance Sheet from the 2019 Annual Report. You will learn how to read any business's Balance Sheet from top to bottom and see line by line exactly what everything means. GET $50 WHEN YOU SIGN UP AND FUND YOUR ACCOUNT AT M1 FINANCE USING THIS LINK (FREE): m1.finance/JuhYeu6...
How to Read an Income Statement (Tesla Example)
Переглядів 9 тис.3 роки тому
The Income Statement is one of the three Financial Statements investors use to evaluate a stock. This video dives into Tesla's Income Statement from the 2019 Annual Report. You will learn how to read any business's Income Statement from top to bottom and see line by line exactly what everything means. GET $50 WHEN YOU SIGN UP AND FUND YOUR ACCOUNT AT M1 FINANCE USING THIS LINK (FREE): m1.financ...
Warren Buffett: How to Evaluate Management of a Company
Переглядів 1,4 тис.3 роки тому
How does Warren Buffett evaluate the management of a company? Warren Buffett is one of the most successful investors of all time. According to Buffett, an outstanding management team is key to an outstanding investment. He looks for these 5 traits when assessing the management of a potential investment. This video discusses these five traits, and how you can use them too! GET $50 WHEN YOU SIGN ...
Economic Moat (Competitive Advantage): Warren Buffett’s Principles of Stock Market Investing
Переглядів 6 тис.3 роки тому
What is an Economic Moat and how does an investor find one? Warren Buffett has achieved an annual return of 20.3% over the past several decades. This video will explain one of Warren Buffett's most profitable investing principles, and how to find stock market businesses with an economic moat. Protect your castle! Warren Buffett recommends investing in businesses with moats around them, to prote...
Circle of Competence: Warren Buffett’s Principles of Stock Market Investing
Переглядів 4483 роки тому
Circle of Competence: Warren Buffett’s Principles of Stock Market Investing
What is a Stock and the Stock Market? Warren Buffett's Perspective (FOR BEGINNERS)
Переглядів 1813 роки тому
What is a Stock and the Stock Market? Warren Buffett's Perspective (FOR BEGINNERS)

КОМЕНТАРІ

  • @paythom8860
    @paythom8860 6 годин тому

    Please how to convert gaap to the ifrs

  • @Dafonso1
    @Dafonso1 10 днів тому

    Great video! Simple and informative

  • @wane1225
    @wane1225 10 днів тому

    I don’t get why PPE became 9000 with 4500 increase

  • @BanananaLeaf
    @BanananaLeaf Місяць тому

    my lecturer spend 20 minutes on excel to teach us how to fill in a cashflow statement. wasn't very effective

  • @karthiknerella1097
    @karthiknerella1097 Місяць тому

    Great explanation

  • @YAY11LLI
    @YAY11LLI Місяць тому

    Please don't stop doing these videos, they are so helpful!

  • @YAY11LLI
    @YAY11LLI Місяць тому

    Awesome video

  • @YAY11LLI
    @YAY11LLI Місяць тому

    Awesome video

  • @AyCarumba1000
    @AyCarumba1000 2 місяці тому

    why ppe +4,5 when capex is 9?

  • @ooooobpbpbpooooo
    @ooooobpbpbpooooo 2 місяці тому

    This is great, thank you. Please use a mic pop filter :) Wouldn't the non-current assets be subject to depreciation? Here it appears they are valued at their original acquisition cost, in the past.

  • @patrickw3333
    @patrickw3333 3 місяці тому

    You do a better job explaining this in 7 minutes on 2x speed than four tenured professors teaching it for weeks lmao

  • @6toolbaseball
    @6toolbaseball 4 місяці тому

    Why is it 775 + 87?

  • @adrianneschaus790
    @adrianneschaus790 5 місяців тому

    Wow first time I understood exactly what was going on, reading through financial statements is very boring but this was well explained and fast.

  • @Philipzusss
    @Philipzusss 5 місяців тому

    This is a good explanation👏👏👏

  • @realjohnfox
    @realjohnfox 6 місяців тому

    Are you also practising how to speak in slow motion?

  • @BeingCreativeCreator
    @BeingCreativeCreator 8 місяців тому

    Great and precise explanation

  • @user-ic6tc4re6i
    @user-ic6tc4re6i 8 місяців тому

    SPEAK FASTER ..TOO BLOODY SLOW 😂😂😂

  • @connormerren8775
    @connormerren8775 8 місяців тому

    1.25 speed is better on this very very quality but a bit slow thanks for the good content on this video man much help

  • @MrBlackjack456
    @MrBlackjack456 9 місяців тому

    **Title:** "Understanding the Connection Between Financial Statements" **Summary:** In this video, the presenter explains how the income statement, balance sheet, and cash flow statement are interconnected and collectively reflect a business's financial position. The video provides a clear example using "Tim's Cars" to illustrate the relationships between these financial statements. Here are the key points and main takeaways from the video: 1. **Financial Statement Overview:** The income statement, balance sheet, and cash flow statement are essential financial documents that collectively portray a company's financial status. 2. **Income Statement:** The income statement shows a business's profitability. It records revenue, subtracts the cost of goods sold, operating expenses, and taxes to arrive at the net income or profit. 3. **Cash Flow Statement:** The cash flow statement reveals how much actual cash a business generates, invests, and raises. It begins with the net income from the income statement. 4. **Non-Cash Charges:** Non-cash charges, like depreciation and amortization, are added back to the net income to represent actual cash flow. 5. **Changes in Working Capital:** Changes in current assets (e.g., accounts receivable and inventory) and current liabilities (e.g., accounts payable) are factored in to determine the operating cash flow. 6. **Investing Cash Flow:** The investing cash flow section accounts for expenditures on property, plant, and equipment (capital expenditures). It reflects how a company invests in its assets. 7. **Financing Cash Flow:** The financing cash flow section includes activities related to raising capital, such as issuing stock or taking on debt. It shows how a company finances its operations. 8. **Balance Sheet:** The balance sheet outlines a company's assets, liabilities, and owner's equity. It reflects the company's financial position at a specific point in time. 9. **Owner's Equity Calculation:** Owner's equity is calculated as assets minus liabilities. It represents the value that stockholders would be entitled to if the company were to go bankrupt. 10. **Interconnected Financial Statements:** The three financial statements (income statement, balance sheet, and cash flow statement) are interrelated, and changes in one statement affect the others. Together, they provide a comprehensive view of a company's financial health. 11. **Complexity Varies:** While the example uses a simplified scenario, the principles apply to more complex businesses, including those in the stock market. Understanding how these financial statements are connected is crucial for investors looking to make informed investment decisions.

  • @slamacful
    @slamacful 10 місяців тому

    If you write off $14.000 as D&A and spend $9.000 on investment, your non-current assets will decrease by $5000 and not increase as in the example by $4.500.

  • @carllong903
    @carllong903 10 місяців тому

    Superb summery explanations. Bravo. You should teach at harvard!

  • @vermasean
    @vermasean 11 місяців тому

    Nice breakdown; I know it has been a few years, but it would be interesting to see a follow up video! Obligatory Liked and Sub’d 👍▶️

  • @huimunhaw5087
    @huimunhaw5087 Рік тому

    Why is the PPE increase only 4500? Is this not related to the 9000 spent on PPE in the cash flow statement?

  • @huimunhaw5087
    @huimunhaw5087 Рік тому

    Why is the accounts payable increased by $2000?

  • @niall3532
    @niall3532 Рік тому

    I found this confusing

  • @aniruddha7581
    @aniruddha7581 Рік тому

    You okay bro?

  • @JorgePena-rm4up
    @JorgePena-rm4up Рік тому

    Can you explain how on the cash flow statement the company spent $9,000 on PP&E but on the Balance Sheet it increased by $4,500 only? Is it cause out of the $9,000, $4,500 was used to REPLACE current equipment?

  • @mukhammadaliakramov1317
    @mukhammadaliakramov1317 Рік тому

    I think we should not include netflix among disney portfolio

  • @jesbensommichael8397
    @jesbensommichael8397 Рік тому

    There are a lot of strategies to make tongue-wetting profit that the average joes don't know. . Personally, the financial-market for me seems the only way forward with my long time horizon (accrued roughly $457k in gains since Mid 2021 ) but if you don’t have that fortune of time it’s a tough market out there almost nowhere feels safe!

    • @harrisonmichael5047
      @harrisonmichael5047 Рік тому

      If you’ve got patience I believe it’s a great time to invest… I’m no expert but as Warren buffet said he’s seen this happen a number of times throughout his life

    • @jesbensommichael8397
      @jesbensommichael8397 Рік тому

      @@harrisonmichael5047 I've known I had wanted to start investing for a few months but just haven't been brave enough to start due to the market so far this year. I have $60k I want to transfer into an S&S ISA but it's hard to bite the bullet and do it. $457 is a huge milestone, Please what's your strategy? I will love to have an insight

    • @harrisonmichael5047
      @harrisonmichael5047 Рік тому

      @@jesbensommichael8397 I began with a fiduciary portfolio advisor by the name MARTHA ALONSO HARA. She’s verifiable and her works ethics is in accordance with the US investment act of 1940. Her approach is transparent allowing total ownership and control over my portfolio with fees very reasonable in comparison with my investment-income. Also, She covers things like investment insurance, making sure retirement is well funded, Go over tax advantages , ways to have a volatility buffer for investment risk. many things like that.

    • @jesbensommichael8397
      @jesbensommichael8397 Рік тому

      @@harrisonmichael5047 Word of the day: fiduciary. do not talk to anyone who is not a fiduciary to you, who explains everything.

    • @harrisonmichael5047
      @harrisonmichael5047 Рік тому

      @@jesbensommichael8397 MARTHA ALONSO HARA really seems to know her stuff. I looked her up on the web using her full name and found her page, read through her resume, educational background, and qualifications and it was really impressive. She is a fiduciary who will act in my best interest. So, I'll book a session with her

  • @donwhizz7880
    @donwhizz7880 Рік тому

    When it comes to trading/investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, but there are smart ways to go about it.

    • @josephlee4001
      @josephlee4001 Рік тому

      The decision to invest is an acknowledgment that it comes with certain risks. Not all investments will do well and some may lose money. However, without risk, there would be no opportunity to potentially earn the higher returns that can help you grow your wealth.

    • @justinscott6855
      @justinscott6855 Рік тому

      since the pandemic till today I don’t rely on full time jobs for money cause my partnership with Jackson Sten Marsh.

    • @emilysmith5287
      @emilysmith5287 Рік тому

      "Jackson Sten Marsh" actually pay off and I’m passively earning incomes. system has kept my portfolio elevated and healthy.

    • @bendickson9414
      @bendickson9414 Рік тому

      How do I reach him, you got any possible means of getting more info on his services?

    • @emilysmith5287
      @emilysmith5287 Рік тому

      Look up with his name on the web, you will find everything you need to know about his services.

  • @donwhizz7880
    @donwhizz7880 Рік тому

    When it comes to trading/investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, but there are smart ways to go about it.

    • @josephlee4001
      @josephlee4001 Рік тому

      The decision to invest is an acknowledgment that it comes with certain risks. Not all investments will do well and some may lose money. However, without risk, there would be no opportunity to potentially earn the higher returns that can help you grow your wealth.

    • @justinscott6855
      @justinscott6855 Рік тому

      since the pandemic till today I don’t rely on full time jobs for money cause my partnership with Jackson Sten Marsh.

    • @emilysmith5287
      @emilysmith5287 Рік тому

      "Jackson Sten Marsh" actually pay off and I’m passively earning incomes. system has kept my portfolio elevated and healthy.

    • @justinscott6855
      @justinscott6855 Рік тому

      How do I reach him, you got any possible means of getting more info on his services?

    • @emilysmith5287
      @emilysmith5287 Рік тому

      Look up with his name on the web, you will find everything you need to know about his services.

  • @leszeka7675
    @leszeka7675 Рік тому

    It seems he has over 600 billion bonds and over 100 billion losses on them?

  • @jimbokraut640
    @jimbokraut640 Рік тому

    Great Video! I am trying to understand that before any corporation begins its activities (any industry; from software to manufacturing), considering that its creditors will be paid after X days, and its debtors will pay in Y days, How does the firm ascertain how much finance/cash is needed on a monthly basis to actually run the business? Since Cash inflows and Outflows will not be immediate, how does it ensure that it has sufficient funds available to run the business?

    • @BullInvestor
      @BullInvestor Рік тому

      Good question, if you figure out a way to the perfect number, you’ll become very rich. Basically you just want to have ‘enough’ money. You can try to do projections, scenarios, and models from other companies but at the end of the day it’s like everything in finance, a guessing game (with educated guesses). It is highly dependent on industry as well; volatility by sector is usually what kills cash flow (and thus businesses).

    • @jimbokraut640
      @jimbokraut640 Рік тому

      @@BullInvestor Honestly I am not looking for the perfect number, just want to know what the methodology is called, so that I can study it further. I've just been told it's called Capital Financing and/or Working Capital Financing, so let's see where it takes me. Tks,

    • @BullInvestor
      @BullInvestor Рік тому

      I have heard of those spaces but I’m honestly not too familiar with them. They do seem like a good shot to figure out what you’re looking for, best of luck!

  • @philipgreenwood3251
    @philipgreenwood3251 Рік тому

    Had to stop. Speaking far too slow

    • @philipgreenwood3251
      @philipgreenwood3251 Рік тому

      @@dyyddson don't troll. Or you'll get a strike

    • @BullInvestor
      @BullInvestor Рік тому

      If only there were a button for that

    • @philipgreenwood3251
      @philipgreenwood3251 Рік тому

      @@BullInvestor I know there's fast forward. But my moan was targeted at the channel. They should bear in mind that speaking at a really slow rate is going to bounce a lot of viewers, who haven't got time or patience. It's same as the extremely quiet videos, that once ended, blow your ears off ad adverts max volume.

    • @BullInvestor
      @BullInvestor Рік тому

      That may be true for channels with a native English speaking audience majority, but the opposite is true for this channel. When speaking faster, bounce rates are higher for me.

    • @philipgreenwood3251
      @philipgreenwood3251 Рік тому

      @@BullInvestor I guess some of the info needs to be at a pace so most can see what's going on. I'm biased, as people in London speak a hundred miles an hour and everything should have been done yesterday

  • @GusLuong
    @GusLuong Рік тому

    Great explanation. Thank you for making it!

  • @woflpackfightclub
    @woflpackfightclub Рік тому

    Definitely not Sofi is the future and others like it

  • @invested4546
    @invested4546 Рік тому

    I'm confused how investing cash flow has a $9000 outflow but PP&E only increases by 4500. Shouldn't these values match up?

  • @michaelbaines651
    @michaelbaines651 Рік тому

    Thanks for this video! Helped a lot on my finance final project

  • @CappyLoLD
    @CappyLoLD Рік тому

    Replacing old equipment should increase PPE as well, since non-current assets are usually net of depreciation.

  • @jyotirmoyghosh4856
    @jyotirmoyghosh4856 Рік тому

    - - - one aspect every day - - - recap for today - - -

  • @armandmugabo1170
    @armandmugabo1170 Рік тому

    Great video

  • @PaYal-fj5rg
    @PaYal-fj5rg Рік тому

    Can you please make video on analysis of any Indian company .

  • @PaYal-fj5rg
    @PaYal-fj5rg Рік тому

    You should upload more videos ...these are very helpful

  • @PaYal-fj5rg
    @PaYal-fj5rg Рік тому

    This was the thorughest and simplest way of understanding I was looking for ...thanks❤️

  • @RyanJensenEE
    @RyanJensenEE Рік тому

    Hard to focus with monotone voice

  • @fidankerimova8900
    @fidankerimova8900 Рік тому

    great, thanks

  • @nick_brown
    @nick_brown Рік тому

    Great explanation. Thank you!

  • @ianpatrick23
    @ianpatrick23 Рік тому

    Great explanation of how the balance sheet, income statement, and cash flow all integrate

  • @youseb1981
    @youseb1981 Рік тому

    So awesome thank you!!!

  • @piscesillustrations
    @piscesillustrations Рік тому

    You provide amazing, extremely helpful content. Thanks so much for sharing!