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Nick McCullum & Ben Reynolds - The Investor’s Toolbox

Nick McCullum & Ben Reynolds - The Investor’s ToolboxThe Investor’s Toolbox: How To Analyze Financial StatementsEverything that DIY investors need to know abo...
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Nick McCullum & Ben Reynolds - The Investor’s Toolbox

Nick McCullum & Ben Reynolds - The Investor’s Toolbox

The Investor’s Toolbox: How To Analyze Financial Statements

Everything that DIY investors need to know about financial statements and the data within them.

One of the significant barriers that new investors face is financial statement analysis.

For those without formal accounting training, financial statements - called ‘the language of business’ - can be incredibly confusing…

…until now.

This course provides all the knowledge and training that individual, DIY investors need to know, including:

  • Techniques for assessing profitability & growth
  • Metrics that explain a firm’s financial strength
  • A complete guide showing how to calculate relevant financial metrics

After completing this course, you should have an intermediate understanding of the accounting nuances necessary to succeed in the financial markets.

 

Meet The Authors!

Nick McCullum & Ben Reynolds - The Investor’s ToolboxBen ReynoldsBen Reynolds is the founder and CEO of Sure Dividend. Ben graduated summa cum laude from the University of Houston Bauer School of Business with a degree in Finance. Reynolds has run Sure Dividend for the past 3 years, writing or editing more than 1,000 articles on dividend stocks.

 

Nick McCullum & Ben Reynolds - The Investor’s ToolboxBen ReynoldsNick McCullum has been working with Sure Dividend since December of 2016. Before joining the team at Sure Dividend, Nick spent time at a retail bank and an asset management firm. Nick enjoys the intellectual challenge of stock market investing and was excited to have the opportunity to contribute to this course.

Course Curriculum

Course Information
  • Course Format

    Accounting Fundamentals

    Why is Accounting Knowledge Important?
    The Debit-Credit Accounting System
    Examples of Journal Entries
    How To Find Financial Statements

    Income Statement Analysis

    The Composition of the Income Statement: Revenue and Expenses
    The Three Types of ‘Profit’ and How To Analyze Them
    Depreciation & Amortization
    Interest, Income Tax, EBIT, and EBITDA
    Earnings-Per-Share, Adjusted Earnings-Per-Share, & The Price-to-Earnings Ratio

    Balance Sheet Analysis

    The Composition of the Balance Sheet
    Current Assets, Current Liabilities, Working Capital, and the Current Ratio
    Accounts Receivable and AR Aging
    Shareholders’ Equity, Book Value, and the Price-to-Book Ratio
    Financial Leverage: The Debt-to-Equity Ratio and Related Metrics

    Cash Flow Statement Analysis

    The Composition of The Statement of Cash Flows
    Free Cash Flow & Capital Expenditures

    Multi-Financial-Statement Ratios & Metrics

    Dividend Payout Ratio
    Return on Assets, Return on Equity, and Return on Invested Capital
    Estimating Total Returns

    Conclusion & Congratulations

    Congratulations!
    Shortcuts to Finding Financial Data

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