Fundamental Analysis (Video Series)

1.1 -Introduction Fundamental Analysis (FA) is a holistic approach to studying a business. When an investor wishes to invest in a company for the long term (say 3 – 5 years), it becomes essential to ..

2.1 – Speculator Vs Trader Vs Investor Depending on how you would like to participate in the market, you can speculate, trade or invest. All three types of participation are different from one a ..

3.1 – What to look for in an Annual Report? The company’s annual report (AR) is a yearly publication sent to the shareholders and other interested parties. In this video, we will learn how ..

4.1 -Overview of the financial statements In the previous video, we analyzed a company’s annual report. The other important statement that companies publish is their Profit and Loss statement (P ..

5.1 -The Balance Sheet While the P&L statement gives us information about the company’s profitability, the balance sheet gives us information about the assets, liabilities, and shareholders ..

6.1 – The Cash Flow Statement The Cash flow statement is a significant financial statement, as it reveals how much cash the company is generating. Is this information not shown in the P&L st ..

7.1 – Putting it together In the previous videos, we understood the P&L statement, the cash flow statement, and the company’s balance sheet. In this video, we will learn how to put it ..

8.1 – A note on Financial Ratios Over the last few videos, we have understood how to read financial statements. We will now focus our attention on analyzing these financial statements. The best ..

9.1 – Relative Valuation In this video, we will learn about the different techniques of valuation. Let us dive in to learn more. In the last video of this module, we learn how to build our inves ..

10.1 – Checklist In this concluding video, we will discuss a few important topics that could significantly impact how you make your investment decisions. We recommend reading this chapter on V ..