Last year I started reading these and as a non financial background person they can seem intimidating. This is an excellent breakdown on how to approach it.
What I particularly like about the 10-K as a German is their structure and that they are always structured in the same way for all companies. The annual reports of European or German companies always look different.
I want to understand the future path of a company --> what is the best way to extract that insights from these reports. For a person new to 10K , it is easy to understand the current state of the business. what is your suggestion if I need to derive their future strategy / roadmap -- what specifics should I be looking for --> from this article -- I will be looking at the business section to know the strategy -- any other tips that helped you in this?
Hi there! Great suggestion. I'm adding Doordash to the list of requests for future coverage. You can refer to the article to learn the way we approach a 10K step by step.
Thank you for your efforts in our financial education.
If it is possible, I would like to see the 10-K analysis of any or all 🫣 of the companies listed here: Enphase Energy, Inc. (ENPH); PACCAR Inc (PCAR); Rio Tinto Group (RIO); Microsoft Corporation (MSFT) and VeriSign, Inc. (VRSN).
Great question! In the section about "Applying your knowledge," I explain that the real value of analyzing a 10-K isn't just in summarizing the key data points (which can be done with ChatGPT or other apps). Instead, it's about spotting what matters, comparing to the right set of peers, reading between the lines, and connecting the dots.
Last year I started reading these and as a non financial background person they can seem intimidating. This is an excellent breakdown on how to approach it.
What I particularly like about the 10-K as a German is their structure and that they are always structured in the same way for all companies. The annual reports of European or German companies always look different.
I agree! It makes the research process much easier!
I want to understand the future path of a company --> what is the best way to extract that insights from these reports. For a person new to 10K , it is easy to understand the current state of the business. what is your suggestion if I need to derive their future strategy / roadmap -- what specifics should I be looking for --> from this article -- I will be looking at the business section to know the strategy -- any other tips that helped you in this?
In terms of companies to analyze -- could you please analyze Doordash?
Hi there! Great suggestion. I'm adding Doordash to the list of requests for future coverage. You can refer to the article to learn the way we approach a 10K step by step.
Thank you for your efforts in our financial education.
If it is possible, I would like to see the 10-K analysis of any or all 🫣 of the companies listed here: Enphase Energy, Inc. (ENPH); PACCAR Inc (PCAR); Rio Tinto Group (RIO); Microsoft Corporation (MSFT) and VeriSign, Inc. (VRSN).
Do you use basic analysis with ChatGPT with the 10-k. What do you think of the AI conclusions?
Great question! In the section about "Applying your knowledge," I explain that the real value of analyzing a 10-K isn't just in summarizing the key data points (which can be done with ChatGPT or other apps). Instead, it's about spotting what matters, comparing to the right set of peers, reading between the lines, and connecting the dots.