How to Analyze an Annual Report (10-K) Like a Hedge Fund Analyst

Поделиться
HTML-код
  • Опубликовано: 28 янв 2025

Комментарии • 74

  • @BBFletcher4202
    @BBFletcher4202 2 года назад +6

    Reading the 10K is sooo crucial! Thanks for the breakdown.

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬅️

  • @NotNoseBlind
    @NotNoseBlind 2 года назад +13

    Great video - even if you aren’t a pro at reviewing an annual report -- the least you can do is open an annual report and attempt to read it - do it over and over and take notes

    • @InvestorCenter
      @InvestorCenter  2 года назад

      Thank you! And exactly. That’s how you get better. Through practicing

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬅️

  • @James2lynn
    @James2lynn 2 года назад +2

    GREAT VIDEO! Some might not like it because it's not "entertaining" but there's a lot of value here

  • @patrickheiskanen2610
    @patrickheiskanen2610 2 года назад +22

    One thing that I feel is missing out and I think that would make these videos better is recap at the end. 3main takeaways/5bill akmans investing priciples reminded/recapped at the end would make them better imo. Keep up the good work! 🇫🇮

    • @InvestorCenter
      @InvestorCenter  2 года назад +4

      Thank you. Very good suggestion!

    • @uztrtrwhu3678
      @uztrtrwhu3678 2 года назад

      @@InvestorCenterHello, How do I find the competitors of companies like Apple, how should I know which companies are direct competitors of Apple. It's not that difficult with Apple, but what about other smaller companies, how do I find them?

    • @Eunice-on8rx
      @Eunice-on8rx 3 месяца назад

      @@uztrtrwhu3678 usually if you have Capital IQ or Bloomberg subscription

  • @ChrisE1415
    @ChrisE1415 2 года назад +5

    I think reading about Apples competitive dynamics makes their industry or at least their place in it sound more competitive than it is. If you look at their margins and their loyal customers they don't seem to experience much "price competition". One thing I think I remember reading from Peter Thiel was if a business tries making it seem like they have a great moat in their industry, they likely don't and are just trying to make it seem that way for shareholders. If they try to make it seem they don't have a moat and are in a highly competitive industry they likely do and they're just saying that to keep anti-trust off their back.

  • @JanikMalorny
    @JanikMalorny 2 года назад +1

    Just found your chanel. Amazing work! To the point and very well explained. Keep it up :)

  • @InvestorCenter
    @InvestorCenter  2 года назад +1

    Link to Investor Center Patreon where I post all the tools and resources I personally used to grow my portfolio to $300,000 at 24 years old:
    www.patreon.com/user?u=38414104

  • @mikeyt6719
    @mikeyt6719 2 года назад +9

    It is sooooooo much work and planning for these videos!!!! GUYS HIT THE THUMBS UP BUTTON NOW. Thank you so much for the content… keep it up 👍🏽 !

  • @hybrid711
    @hybrid711 2 года назад +5

    Good stuff.

    • @InvestorCenter
      @InvestorCenter  2 года назад

      Glad you enjoyed it. Appreciate the support, Timothy!

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬇️

  • @aikanaro236
    @aikanaro236 2 года назад

    Great video

  • @candyfloss184
    @candyfloss184 2 года назад +2

    Thank you 🙏

  • @boburbarotov7444
    @boburbarotov7444 2 года назад +2

    Thank you for the hard work you've done for making this video

  • @zhushishuo
    @zhushishuo 2 года назад

    love your video

  • @jirensama1622
    @jirensama1622 2 года назад

    Nice video 👍

  • @npccali2839
    @npccali2839 Год назад

    So for something like a consolidated balance sheet on a 10-k when it says (dollars in millions) every dollar is a million right?

  • @MrPinoCavallo
    @MrPinoCavallo 2 года назад +2

    As a Europen investor, I love 10-Ks because they are so super standardized and they get right to the point. It is a lot less work than reading the European annual reports with tons of unnecessary information on how great they do and which social projects they support.

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬇️

  • @ravindertalwar553
    @ravindertalwar553 2 года назад

    Great excitement to see

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬇️

  • @ssemombweandrew
    @ssemombweandrew 2 года назад

    Thanks 😊 for your efforts

  • @PastaLaVista.
    @PastaLaVista. 2 года назад +1

    I think you’re the only one on RUclips that I need to watch at .75x speed lol

    • @InvestorCenter
      @InvestorCenter  2 года назад

      It's ironic you say that because when I try to talk slower I get so many comments saying I talk way too slow lol

    • @PastaLaVista.
      @PastaLaVista. 2 года назад

      @@InvestorCenter if it was any other type of video I wouldn’t even notice but since I’m trying to pay close attention to important details I have to slow it down. Been learning a lot. Thanks.

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬇️

  • @uztrtrwhu3678
    @uztrtrwhu3678 2 года назад

    Hello, How do I find the competitors of companies like Apple, how should I know which companies are direct competitors of Apple. It's not that difficult with Apple, but what about other smaller companies, how do I find them?

  • @maximilianoviand7683
    @maximilianoviand7683 2 года назад

    One question. We should look for all those topics mentioned in the video in only one of the 10K´s of the same company or whe should read all them in more than one annual report from that same company? Good vid

  • @BSI_Inc.
    @BSI_Inc. 2 года назад +6

    10-Ks always were intimidating to me so I really appreciate this video. Thank you so much!
    Though I have to ask, can this video be used as a reliable reference for companies based outside the US? Companies like MTN (from South Africa) or Bentley (from the UK)

    • @InvestorCenter
      @InvestorCenter  2 года назад +2

      In my job, I also look at European companies. I would say this video is still very relevant for European companies based on my experience. However, I’m not sure about South Africa. How this answer was helpful

    • @BSI_Inc.
      @BSI_Inc. 2 года назад

      @@InvestorCenter thank you very much, I'll check on my side. I'm an accounting student and an aspiring CA(SA) so I don't know how much I can learn but I'll try my best to learn as much as I can about this

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬅️

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬅️

  • @Commando303X
    @Commando303X 2 года назад +2

    Just for clarification, the annual report and the 10-K of a company are not always the same document; when both are available, the 10-K offers important details, whereas the former more is for show and marketing.

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬅️

  • @tobieaina
    @tobieaina 2 года назад +2

    Nintendo's annual report is sooooo easy to read. Even though I think the stock is expensive I want to buy it just because of how simple the business and the annual report is 😆

    • @BBFletcher4202
      @BBFletcher4202 2 года назад +1

      Just checked their financials. They're actually pretty solid! & cheap, valuation wise.

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬇️

    • @ArnoldFreeman-n9g
      @ArnoldFreeman-n9g 3 месяца назад

      Mario is a great IP, but it can never be portrayed with realistic graphics.

  • @boburbarotov7444
    @boburbarotov7444 2 года назад

    A question, why 10-k forms of investment banks don't have quick navigation button on the top left corner,
    Most other companies have that

    • @boburbarotov7444
      @boburbarotov7444 2 года назад

      *financial institutions' 10-k froms(Goldman Sachs, JP Morgan etc) not investment banks

  • @bakiojaskar478
    @bakiojaskar478 2 года назад +2

    Great video nice explains 👍...can you explain whale options trading in detail please 😀 👍

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬅️

  • @seancampbell7375
    @seancampbell7375 2 года назад +5

    You’re my favorite Finance channel, if I may I’d like to ask you a question. I’m a recent college grad, having a hard time finding a financial analyst job. Which job should I get to eventually be a analyst? Thank you in advance!

    • @daveplays7803
      @daveplays7803 2 года назад +1

      I have the same question!

    • @InvestorCenter
      @InvestorCenter  2 года назад +1

      My opinion would be to get a job maybe in corporate development or Mergers and Acquisitions if you can’t get a job on “Wall Street”. I think those jobs would put you in a good place to do a lot of good different jobs in the future and you would likely learn a ton

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬅️

  • @ougawougajr.4983
    @ougawougajr.4983 2 года назад

    Hmmm...I've seen it last night.

  • @roymichaeldeanable
    @roymichaeldeanable 4 месяца назад

    I look at Sales..Debtors Creditors...Expenses..Profit...cash at bank...and retained Profits...unless it has cash in the bank it's a dead duck

  • @gregoriusbawono3205
    @gregoriusbawono3205 2 года назад

    Like a hedge fund analyst? They probably don't 🤣 (wait let me actually watch the video)

    • @Vikkypounds100
      @Vikkypounds100 2 года назад

      łnvestment Helpline⬆️📩⬇️

  • @shume767
    @shume767 2 года назад

    Man the American voice is so annoying - i prefer the dude - I don’t know why but i find her voice is so robotic and distracting

  • @redken19
    @redken19 2 года назад +1

    Why do you talk like a robot? It's exhausting to follow.

    • @InvestorCenter
      @InvestorCenter  2 года назад +2

      It is not as easy to narrate a video as you think. I try my best

    • @markslesarev5024
      @markslesarev5024 2 года назад +3

      She talks great and very smart person, you should be ashamed for your dumb question

    • @redken19
      @redken19 2 года назад

      @@InvestorCenter Exactly, you try to narrate when you should talk freely, which will make your presentation more natural and not like reading a script. It's just a suggestion, didn't mean to offend you.

    • @redken19
      @redken19 2 года назад +1

      @@markslesarev5024 I didn't question her intellectual capability, just her presentation methods. You should be ashamed for what your country does and for taking everything very personal, like many of your comrades.

    • @markslesarev5024
      @markslesarev5024 2 года назад +1

      @@redken19 at least you apologized to the lady - good boy!