Evaluating A Business

Introduction to the Pack - 5 courses

Fundamental analysis involves analyzing a company’s financial statements. This allows investors to determine the financial health of a business. The “Evaluating a Business” course pack will show you how to read financial statements and how to use the information to make investment decisions.

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How to Evaluate a Business
Checklist

Stocks aren’t just blips on a screen. They represent actual businesses, and you don’t know what you’re investing in until you evaluate a stock’s business.

Here's what you'll learn in 10 minutes.
  1. 1. The Recipe to Riches
  2. 2. There's a Business Behind That Stock?
  3. 3. Finding the True Value of a Company
  4. 4. Using Financial Statements
  5. 5. Making Money: Earnings
  6. 6. Making More Money: Growth
  7. 7. Coming to Conclusions
  8. 8. Quiz
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Reading A Business: The Balance Sheet
Balance Sheet

A balance sheet is a snapshot of what the company owns and what the company owes. Being able to read and understand a balance sheet is a key component to doing investment research.

Here's what you'll learn in 10 minutes.
  1. 1. What’s a Balance Sheet?
  2. 2. Why It's Important
  3. 3. Assets
  4. 4. Liabilities
  5. 5. Shareholder’s Equity
  6. 6. Leverage
  7. 7. Getting a Feel for the Company
  8. 8. Quiz
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Reading A Business: The Income Statement
Income Statement

The income statement summarizes a company’s revenues and expenses. It is a crucial component to understand in order to measure a company’s health and the potential of its stock.

Here's what you'll learn in 10 minutes.
  1. 1. What's An Income Statement?
  2. 2. Revenue
  3. 3. Expenses
  4. 4. Income
  5. 5. Company Performance
  6. 6. Gross Profit Margin
  7. 7. Using An Income Statement
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Reading a Business: The Cash Flow Statement
Cash Flow

Ever wonder how business is like country music? Well, in both cases, Cash is King. This course will show you how to read and analyze a cash flow statement…not country music.

Here's what you'll learn in 10 minutes.
  1. 1. What’s a Cash Flow Statement?
  2. 2. Cash Flow From Operations
  3. 3. Cash Flow from Investing
  4. 4. Cash Flow From Financing
  5. 5. The Use of Cash
  6. 6. Putting Cash Into Context
  7. 7. It Ain't Easy
  8. 8. Quiz
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Putting It All Together
Report Card

We delved into the balance sheet, income statement and cash flow statement. Now it’s time to put all these statements together and analyze whether or not a business is a worthy investment.

Here's what you'll learn in 10 minutes.
  1. 1. Going Deeper With Ratios
  2. 2. An Overview of a Giant
  3. 3. Financial Statement Ratios
  4. 4. More Financial Ratios
  5. 5. Evaluating Kellogg’s
  6. 6. Evaluating Kellogg's (Cont'd)
  7. 7. Putting Kellogg's Into Context
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