Fundamental Analysis. Understanding Financial Statements (9.5 hours)
Col (Dr) Shabbar Shahid. M-Tech, MBA(Fin), CE, FIE(I), PhD
7 modules
English
Lifetime access
An essential course if you are in Capital Market. A Conceptual course for students across the Globe.
Overview
The Genesis
Fundamental Analysis and Technical Analysis are two divergent aspects of Stock Market. If you are looking at investing in Stock Market or Shares for a long term, then it is essential for you to conduct a Fundamental Analysis of the Stocks you intend to invest in. Fundamental analysis involves Industry Analysis, Company Analysis and Analysis of the Financial Statements. While Industry and Company Analysis are subjective and based on general reading material and business news, Analysis of Financial Statements is an Objective thing based on Facts and Figures ultimately culminating in Ratio Analysis based on which you make long term decisions.
The Void
While investors appreciate the necessity of reading, understanding and analysing the financial statements, most small time investors are not able to do so because they do not find a suitable instructor or a course which gives a logical and structured explanation in a simple understandable format. Financial statements at the face of it appear something complicated, which actually they are not. Explaining such financial jargons to non-finance people itself is an art and there is a clear void in this area.
Intent of this Course.
In this course hosted by PRUDENCE Engineering and Financial Consultants, Col (Dr) Shabbar Shahid, an Army Veteran and a post graduate in Engineering and Finance with a Doctorate in management explains how an investor or any person can read, understand and analyse the financial statements and do ratio analysis of any business to determine the financial health of that business. This would help not only in financial analysis of a business but also helps to identify good stocks for long term investment. The intent is to impart conceptual knowledge combined with practical applications.
What you will learn
Introduction to Fundamental Analysis
Learn the basic concepts and principles of fundamental analysis in financial markets.
Understanding Financial Statements
Develop the skills to interpret and analyze financial statements including balance sheets, income statements, and cash flow statements.
Assessing Company Performance
Learn how to evaluate a company's financial health and performance using key financial ratios and metrics.
Identifying Strengths and Weaknesses
Gain insights into identifying a company's strengths and weaknesses through the analysis of its financial statements.
Making Investment Decisions
Understand how fundamental analysis can be used to make informed investment decisions and assess the value of a company's stock.
Modules
Understanding and Analyzing the Balance Sheet
17 attachments • 3 hrs
4. Assets liabilities and their Balance
5. Why Owner's money is a Liability.
6. What is contained in a Balance Sheet
7. Retained Earnings, Reserves and Surplus and its Significance
8. Debt Equity Ratio and its significance in a Balance sheet
9. Snap Shot of a Balance Sheet
10. Understanding Share Capital, Reserves and Surplus and its Implication
11. Understanding Current Liabilities and Current Assets
12. understanding Working Capital and the Operating Cycle
13. Significance of Working Capital
14. Understanding Fixed Assets and the Golden Rule
15. Analysis of the Balance Sheet. Part 1
16. Analysis of the Balance Sheet. Part 2
17. Analysing the Balance Sheet. Part 3
18. Analysisng Change in Equity with ChatGPT
19. Analyzing Changes in Debt Equity Ratio with the help of ChatGPT
20. Key Takeaways
Understanding and Analyzing the Profit and Loss Statement
6 attachments • 51.12 mins
21. Introduction to PnL or Income Statement
22. Understanding the PnL or Income Statement
23. Analyzing the PnL or Income Statement. Part 1
24. Analyzing the PnL or Income Statement. Part 2
25. Top Line and Bottom Line. The Psychological Aspects
26. Income Statement. The Key Taleaways
Understanding and Analyzing the Cash Flow Statement
6 attachments • 1 hrs
27. The Concept of Cash Flow
28. Significance of Cash Flow Statement
29. Understanding The Parameters of Cash Flow Statement
30. Analyzing the Cash Flow form Operating Activities
31. Cash flow form Investing and Financing Activities
32. Key Takeaways from Cash Flow Statement
Ratio Analysis
5 attachments • 34.9 mins
33. Significance of Ratio Analysis
34. Understanding the Various Ratios
35. Identifying and Compiling the Ratios
36. Analyzing the Ratios. Part 1
37. Analyzing the Ratios. Part 2
Summary and Way Forward
3 attachments
38. Summary and way Forward. Part 1
39. Summary and way Forward. Part 2
40. When to Buy or Not to Buy a Good Stock
Add On Lessons
14 attachments
0. Add On introduction
1. Query on PE answered
2. What is better...Part 1
3. What is better...Part 2
3. What is better...Part 3
4. What is PEG Ratio Whom to believe if Recommendations are Conflicting Q
5. What is PEG Ratio Whom to believe if Recommendations are Conflicting Ans
6. Case Study when parameters contradict. Q
7. Case Study when parameters contradict. A
8. When Global Rating Agencies Contradict...Can I be right. Q
9. When Global Rating Agencies Contradict...Can I be right. A
10. Q6. Golden Rule being flouted. How do I Analyze.
11. Q Promotors Pledging Shares. How to analyze.
11. Ans. Promotors Pledging Shares. How to analyze.
FAQs
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Can I interact with the instructor during the course?
Absolutely! we are committed to providing an engaging and interactive learning experience. You can connect with the instructor Col (Dr) Shabbar Shahid on his mobile number, whatsapp, linkedin or email. He will personally resolve all your queries and questions regarding the course and provide support at every stage of learning
Can I have a FREE preview to some lessons before I decide to purchase a course?
Yes, of course. Every course has a few lessons which are enabled for FREE preview. Students can watch these lessons absolutely FREE and enrol if they find the content good for them. The Free lessons are marked as "preview"
About the creator
Col (Dr) Shabbar Shahid. M-Tech, MBA(Fin), CE, FIE(I), PhD
Col (Dr) Shabbar Shahid is an Army veteran and a mechanical engineer with over 40 years of experience. Qualified as a post graduate engineer coupled with a masters degree in financial management, a PhD and a passion for teaching he continues to be a learner. Retired from the Army in 2020, he now pursues his passion for teaching and manages a small consultancy firm called PRUDENCE Engineering and Financial Consultants of which he is the founder.
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