How To Read An Annual Report (10-K)

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In this video I explain how to read an annual report when analysing businesses. A key part of fundamental or long-term value investing is reading and interpreting SEC filings such as the 10-K. Here I break down which sections I focus on, how often I read annual reports and how you can thoroughly understand how a company works.

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Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Hamish Hodder.
Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.

[frankie_soprano]

1) Business
2) Risk Factors
3) Financial Data
4) Managements Discussions
5)Official Fiancial Statements
5.1) Notes to Financial Statements
Good Vid, Thanks

[john]

Yes I completely agree, the management discussion and analysis part is an extremely important area to focus on. It also led me to find out that 46% of a particular revenue stream was simply caused from the adoption of a new rule, where revenues would be recognized earlier.

[BitcoinWillSaveUs]

Great high-level overview. It's good to review an annual report through different lenses too - as a customer, as an investor, as a current employee, as a future employee...

[TysonHartnett]

Thank you! Buffett says he reads lots of annual reports and I’ve been doing that also...yet they have over 175 pages so keeping focused is important!

[karenstringfellow]

Thank you Hamish, this video was super valuable and helpful.

[Katice]

Thanks. Learned this during my mba program but I definitely needed a refresher since I want to start investing.

[elyshawatson]

Love your content ! Keep it up. I think the back ground could be more visually appealing if you had some investing books, maybe a plant or if you have any of your own products. Just a thought! Keep up the great work. Love the podcast too 🙂

[PandemicGameplay]

I think notes to financial statements are very important considering their "definition" of something might change depending on the financial conditions at the time. This is especially true for banks or any regulated industry that might take a hit in a certain quarter due to certain environmental conditions. Otherwise, great video.

[stoyanminev]

Hi, Hamish, nice video with good content and value, thank you. I’m glad you’re back ;)

[meriellehenry]

Thank You very much. You helped me in understanding my company’s 10-K Report.

Great Information!

[temurteaches]

Thank you for a Very useful video, but I would also read the Corporate Governance and Executive compensation part too see if there are any conflicts of interest, if the business is being conducted in a fair way.

[lawandalambert]

Thank you for the video. I am new to understanding these reports, and I am in a business class .

[god]

Thanks! I've been looking all over for a video like this

[christianwoods]

thanks for the explanation, very helpful!!!

[AviKhali]

Excellent content, thank you for this

[arturodanielgarciaaispuro]

This has been very helpful thank you so much!!

[dong-kyukim]

Greetings from Korea. Thanks for a great video. Big fan.

[Cyberstreamerx]

Thank you for your video
I learned a lot from this video and will start to read a few 10ks
Nathan

[psulionz]

Good stuff - would love to see a deeper dive

[k.]

This was extremely informative and clear. Thank you.