How to Read a 10-Q Like an Investment Professional: Sequel to Wal-Mart Analysis Webcast

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Source: CFA Institute

1:12:00, audio webcast, recorded on 10 January 2006
Posted on 23 January 2006

Jay Taparia, CFA, currently serves as principal of Sanskar Investments. Additionally, he teaches finance at the University of Illinois, DePaul University, Benedictine University, and Saint Xavier University. Previously, Mr. Taparia served as senior portfolio manager within the Investment Advisory Group at Bank One Investment Management and was a corporate banker for First Chicago Capital Markets. He holds a BA in business administration from Southern Methodist University and an MA in management from the J.L. Kellogg Graduate School of Management at Northwestern University.

This information is accurate as of the date of recording.



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Summary

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.

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