Balance Sheet Red Flags (4 Warnings Signs)

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  • Опубликовано: 18 ноя 2024

Комментарии • 67

  • @John-bx6if
    @John-bx6if Месяц назад +40

    Sounds like America's balance sheet

    • @BrianFeroldiYT
      @BrianFeroldiYT  Месяц назад +4

      Sad, but true....

    • @cyberft
      @cyberft Месяц назад +1

      If an entity has fixed assets on their balance sheet that produce sustainable cash flows, they should have high debt loads relative to cash.

    • @jonathanjudeoneildelisle481
      @jonathanjudeoneildelisle481 Месяц назад +1

      Spot on.

    • @akemegbebu7807
      @akemegbebu7807 Месяц назад

      It's even worse. The economy is running on toilet paper. The brics are about to expose that giant ponzy scheme

  • @marcbruffett6279
    @marcbruffett6279 Месяц назад +35

    Deceptive. You shouldn’t have a picture of Bill Ackman on the video. This undermines your credibility. Which is too bad because your content is good.

    • @davidreichert9392
      @davidreichert9392 29 дней назад +6

      Misleading thumbnails are a red flag for RUclips channels.

  • @davidreichert9392
    @davidreichert9392 29 дней назад +14

    More debt than cash as a red flag eliminates 99% of the companies out there. There are many great companies with far more debt than cash. As for intangibles, success in some industries is based on strong intangibles (patents, brands etc). This is far too simplistic.

    • @platinumdragon9541
      @platinumdragon9541 24 дня назад +1

      Looking at the channel quickly seems super not credible, idk if it’s golf course & RUclips educated people plugging things into chat GPT or what but it ain’t high quality advice

  • @lordvader6072
    @lordvader6072 2 месяца назад +19

    Please make a video about all types of ratios required for investing in a company. Like PE ratio.

    • @BrianFeroldiYT
      @BrianFeroldiYT  2 месяца назад +8

      I think you'll enjoy next Saturday's video

    • @lordvader6072
      @lordvader6072 2 месяца назад

      @@BrianFeroldiYT ahh let's go

    • @valvodka
      @valvodka Месяц назад

      Do it yourself

  • @chamindasilva3191
    @chamindasilva3191 2 месяца назад +9

    College professor never taught this. Thanks.

    • @BrianFeroldiYT
      @BrianFeroldiYT  2 месяца назад

      :)

    • @cyberft
      @cyberft Месяц назад +1

      Some businesses/industries require high debt loads to operate efficiently, which is why any college professor that knew what they were talking about wouldn’t teach this.

  • @DottMySaviour
    @DottMySaviour 23 дня назад +2

    Can you elaborate further how is the first "red flag" a red flag? Isn't the point of having debt is to use the borrowed cash to buy cashflow generating assets? So, wouldn't it be normal to have more debt than cash?

  • @GoldenTigersEye
    @GoldenTigersEye Месяц назад +1

    Good content. Regarding the small Goodwill drop example from 2022 to 2023, note that it’s required that the Goodwill be amortised over 40 year period. Therefore it will naturally be on gradual decline every year without new acquisitions. In this case it’s not an irregular“write off”.

    • @BrianFeroldiYT
      @BrianFeroldiYT  Месяц назад

      Thanks -- but goodwill is not amortized. Its only periodically tested for impairment.

  • @hashermohammed
    @hashermohammed 19 дней назад

    Best accounting teacher

  • @theharsh2005
    @theharsh2005 19 дней назад

    Excellent and honest video..

  • @VonKirda
    @VonKirda Месяц назад +3

    The biggest red flag is a recommendation by Ackman

  • @Yatra-kj3zq
    @Yatra-kj3zq 2 месяца назад +1

    Thank you for this information.

  • @ay67886
    @ay67886 Месяц назад

    Your video is the best amongst several classes I took about reading financial statements 👍

  • @petelipson3769
    @petelipson3769 Месяц назад

    Great job sir! I have a 4 yr degree in finance and accounting, and spent 7 years in the banking industry. Very well done on your part!

  • @Champagnesando
    @Champagnesando 2 месяца назад

    How can a CFO manage to solve this kind of problems? I’m interested in knowing the investor decision making (which you have already explained) and the company’s strategy for solving this issues.

    • @BrianFeroldiYT
      @BrianFeroldiYT  2 месяца назад

      Balance Sheets are in a company's control, the same way that a person's net worth is in their control. It's just a matter of making it a priority.

  • @RadiantGreens
    @RadiantGreens 2 месяца назад +1

    appreciate the info! (is it just me or is the audio out of sync w/ lip movement?)

  • @MrTe2a
    @MrTe2a Месяц назад

    What the name of the tool you are using to compare different years ?

  • @Caddi-Geldanlage
    @Caddi-Geldanlage Месяц назад

    Thanks for the Video. What kind of software do you show in your footage?

  • @checkdown3774
    @checkdown3774 Месяц назад

    Anytime I see anything in the expense account I grow angry.

  • @timmythomas3522
    @timmythomas3522 Месяц назад

    don't agree with all of this but a good primer

    • @cyberft
      @cyberft Месяц назад +2

      Yep, very amateur. The part on cash to debt this guy is looking at capital intensive fixed asset businesses in regulated industries that produce high and sustainable free cash flow margins. He should’ve at a minimum found better examples of low cash to debt companies.

    • @timmythomas3522
      @timmythomas3522 Месяц назад

      @@cyberft agreed, but I appreciate the content in general. A caveat on too much cash would have straightened that out.

    • @cyberft
      @cyberft Месяц назад

      @@timmythomas3522 I watched former hedge fund manager Hugh hendry rip this dude a couple of years ago and I thought Hugh was out of line. Hugh called this type of information dangerous to people’s net worth. After watching this though I agree with Hugh. Attacking a company’s balance sheet when they pay out billions in dividends every year and increase said dividends every year is bad financial education.

    • @cyberft
      @cyberft Месяц назад

      @@timmythomas3522he would need a lot more than that. The most innovative and valuable companies have a lot more than 50% of their assets as intangible as protected IP is an intangible asset. In this case he listed VzW whose spectrum licenses are intangible assets, but are actually quite liquid. Putting out quick hit bad info like this is bad for the uneducated viewers networth.

  • @dc-wp8oc
    @dc-wp8oc Месяц назад

    How does one know if the numbers on a balance sheet are credible?
    It seems every video on investing is aimed at those with 30,40 or 50 years as a potential future. Sure, I get that. Time is your friend at those ages.
    However, why doesn't someone do a few presentations for those who may be over 65 or 75 and struggling with just keeping ahead of inflation?

  • @cyberft
    @cyberft Месяц назад

    Awhile ago I watched Hugh Hendry rip this guy, and I thought Hugh was being unfair. After this though.

  • @kyks6771
    @kyks6771 26 дней назад

    ⚠️⚠️⚠️Goodwill should be under liabilities, 🚫 not assets
    It would work better like that, justify Firing Staff for one thing.. more is yet to come🕴️

    • @BrianFeroldiYT
      @BrianFeroldiYT  26 дней назад +1

      Agreee….but then the balance sheet wouldn’t balance

  • @skypickle29
    @skypickle29 2 месяца назад +1

    when looking at assets and liabilities, how did you decide to exclude certain items? arent marketable securities and accounts receivable 'money in the bank'? and similarly for liabilities? why not use total assets and total libilities?

    • @BrianFeroldiYT
      @BrianFeroldiYT  2 месяца назад +1

      I included marketable securities. Excluded A/R. A/R is not money in the bank because there is always a risk of not collecting it

  • @mysticery
    @mysticery Месяц назад

    Why does he look like one of the Wilson brothers.

  • @milk9720
    @milk9720 Месяц назад +1

    for the first one, why wouldn't accounts payable count as debt?

    • @BrianFeroldiYT
      @BrianFeroldiYT  Месяц назад +1

      It is kind of like debt in a way….but It doesn’t have an interest expense. It’s more of just a short-term obligation.

    • @milk9720
      @milk9720 Месяц назад

      @@BrianFeroldiYT ahh interest-ing distinction!

  • @neuvocastezero1838
    @neuvocastezero1838 2 месяца назад

    Don't know if the Finchat numbers you're showing are current, but CMCSA 's quick and current ratios as of today are 0.66, according to Finviz, which isn't great, but a lot better than the asset/debt ratios on the chart shown in the video.

    • @BrianFeroldiYT
      @BrianFeroldiYT  2 месяца назад

      Hmm...yes, I used finchat's most recent numbers

    • @neuvocastezero1838
      @neuvocastezero1838 2 месяца назад

      @@BrianFeroldiYT Shouldn't the current and quick ratios more closely reflect the ratio shown on the chart, or do they measure something else?

  • @andrewr01
    @andrewr01 16 дней назад

    Thumbs up

  • @Luckyducky9222
    @Luckyducky9222 Месяц назад +1

    Lmao 20 years of “experience” and an amature level of business understanding