We're using cookies, but you can turn them off in your browser settings. Otherwise, you are agreeing to our use of cookies. Learn more in our Privacy Policy

Bridge over ocean
10 January 2006 Multimedia

How to Read a 10-Q Like an Investment Professional

Sequel to Wal-Mart Analysis Webcast

  1. Jay Taparia, CFA

CFA Institute

This is an archived recording of a live, educational webinar on what journalists can learn from investment professionals about evaluating annual 10-K and quarterly 10-Q filings, which used a case study approach (Wal-Mart) to cover:

Advance preparation for the 10-Q release. Creating "common size" financial statements to spot trends the press release might have ignored. Reviewing the cash flow statement: What does it really say? What are the key questions to ask management based on the 10-Q filing. Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.