How to Analyze an Annual Report (10-K) Like a Hedge Fund Analyst

How to analyze an annual report? This is a question many new and experienced investors ask as they are learning how to analyze financial statements and research stocks. How to read a 10K is an important skill for all investors. An annual report, also referred to as a 10k, is a document that provides an overview of a company and a discussion of the company's financial statements. These financial statements include the income statement, balance sheet, and cash flow statement.

After watching this video you will have a better understanding of the following topics: How to analyze an annual report, how to read an annual report, how to read a 10k, financial statement analysis, how to analyze financial statements, the income statement, the balance sheet, the cash flow statement, and how to analyze stocks.

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[InvestorCenter]

Link to Investor Center Patreon where I post all the tools and resources I personally used to grow my portfolio to $300, 000 at 24 years old:

[BBFletcher]

Reading the 10K is sooo crucial! Thanks for the breakdown.

[NotNoseBlind]

Great video — even if you aren’t a pro at reviewing an annual report —- the least you can do is open an annual report and attempt to read it — do it over and over and take notes

[patrickheiskanen]

One thing that I feel is missing out and I think that would make these videos better is recap at the end. 3main takeaways/5bill akmans investing priciples reminded/recapped at the end would make them better imo. Keep up the good work! 🇫🇮

[mikeyt]

It is much work and planning for these videos!!!! GUYS HIT THE THUMBS UP BUTTON NOW. Thank you so much for the content… keep it up 👍🏽 !

[ChrisE]

I think reading about Apples competitive dynamics makes their industry or at least their place in it sound more competitive than it is. If you look at their margins and their loyal customers they don't seem to experience much "price competition". One thing I think I remember reading from Peter Thiel was if a business tries making it seem like they have a great moat in their industry, they likely don't and are just trying to make it seem that way for shareholders. If they try to make it seem they don't have a moat and are in a highly competitive industry they likely do and they're just saying that to keep anti-trust off their back.

[JamesGamesMTG]

GREAT VIDEO! Some might not like it because it's not "entertaining" but there's a lot of value here

[JanikMalorny]

Just found your chanel. Amazing work! To the point and very well explained. Keep it up :)

[MrPinoCavallo]

As a Europen investor, I love 10-Ks because they are so super standardized and they get right to the point. It is a lot less work than reading the European annual reports with tons of unnecessary information on how great they do and which social projects they support.

[boburbarotov]

Thank you for the hard work you've done for making this video

[PastaLaVista.]

I think you’re the only one on YouTube that I need to watch at .75x speed lol

[seancampbell]

You’re my favorite Finance channel, if I may I’d like to ask you a question. I’m a recent college grad, having a hard time finding a financial analyst job. Which job should I get to eventually be a analyst? Thank you in advance!

[tobieaina]

Nintendo's annual report is easy to read. Even though I think the stock is expensive I want to buy it just because of how simple the business and the annual report is 😆

[BSI_Inc.]

10-Ks always were intimidating to me so I really appreciate this video. Thank you so much!

Though I have to ask, can this video be used as a reliable reference for companies based outside the US? Companies like MTN (from South Africa) or Bentley (from the UK)

[bakiojaskar]

Great video nice explains 👍...can you explain whale options trading in detail please 😀 👍

[CommandoX]

Just for clarification, the annual report and the 10-K of a company are not always the same document; when both are available, the 10-K offers important details, whereas the former more is for show and marketing.

[maximilianoviand]

One question. We should look for all those topics mentioned in the video in only one of the 10K´s of the same company or whe should read all them in more than one annual report from that same company? Good vid

[npccali]

So for something like a consolidated balance sheet on a 10-k when it says (dollars in millions) every dollar is a million right?

[kicikocani]

finally some good video after 99% of wank videos briliant thanks i saw few of your videos are actually very good so i want to see more background from you where you comming from what you do are you real analyst will be cool thankz

[uztrtrwhu]

Hello, How do I find the competitors of companies like Apple, how should I know which companies are direct competitors of Apple. It's not that difficult with Apple, but what about other smaller companies, how do I find them?