Annual and quarterly financial reports: The primary sources of fundamental data

  • Fundamental Analysis

Overview

In this course you’ll learn the basic concepts and differences between a company's financial statements.  With a better understanding of the financial statements you can determine a company’s financial strength.

Objectives

When you complete this course, you will:

  • Be familiar with the key terms and concepts associated with financial reports
  • Know the differences between the balance sheet, the income statement, and the statement of cash flows
  • Come away with a better understanding of financial reports to assist you in your analysis
Course Outline
Title Type Highlight
1. Seek the primary source for fundamental data Video
Watch this video to get a brief overview of financial statements and their importance.
2. The balance sheet Article
Understanding a company's financial statements is step one in evaluating investment potential.
3. What is an income statement? Article
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The income statements tell us about earnings and how much money a company has made or lost during a specified time period.

The income statements tell us about earnings and how much money a company has made or lost during a... More
4. The statement of cash flows Article
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The statement of cash flows is useful in determining the short-term viability of a company, particularly its ability to pay bills.

The statement of cash flows is useful in determining the short-term viability of a company,... More

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The basics of equity

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The basics of debt

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