Package 1: Basic & Fundamental Concepts

Our basic concepts will allow you to learn and gain the fundamental knowledge that you must master before the advanced content. We answer all the rarely answered "WHY" questions - "why do we do this, why do we do that" – instead of answering: "well, just because" or "that's the way it's always been done," we actually clearly and easily explain the logic of why and how not just the what. Whether you are an economics or liberal arts major or a business/finance major looking to summarize the critical 30 pages in that 400 page textbook, our Basic & Fundamental course modules will quickly set the proper foundation for you to excel.

Courses

Last 10 posts

How to Analyze a 10K: Bear Stearns example
Hi, I just had a concept in the Bear Stearns example in the “How to Analyze a 10K” module that I would like clarification on. From my understanding, Bear Stearns’ footnotes described that there were around 100MM outstanding shares of common stock, but within its footnotes they had describ... Read More
Go to post added 3 months ago
End of Year vs Beginning of Year
Looking for clarity. We input $352,541 for the 2006 total revenue column, however it is listed under the 01/2007 row of the forecast document. Is it because $352,541 represents the total revenue for the entire 2006? The 01/2007 row would then represent the end of 2006.
Go to post added 1 year ago
Corporate Tax Rate
Hasn't the corporate tax rate dropped to 20% under the Trump administration?
Go to post added 3 years ago
No Growth Model and Gordon Growth Model
Hi there, Why is it that capital gains are not mentioned in the equations for the Gordon Growth Model and No Growth Model? Thanks!
Go to post added 3 years ago
error
Hi as someone mentioned before, there is an error for the eps for 2007 which should be 3.34. In order to get full credit do I put the incorrect number from the video or do I put the correct one from the pdf?
Go to post added 4 years ago
Total Debt
Why is there a total debt cell ($34,778) but then when we calculate the total debt/total capitalization, and the total debt/EBITDA the numerator is total debt + preferred stock + minority interest?
Go to post added 4 years ago
Redundancy and repeated page numbers?
Why does the 10-K go for about 23 pages, then start all over again with pretty much the same information and starting with new page numbers? It seems really redundant and confusing.
Go to post added 5 years ago
Averaging When Mixing IS and BS Items
It was my understanding, through both the video and the footnotes on the slides, that we were to average inventory, A/R and A/P balances for the Days Outstanding Ratios. When is it applicable to average and when are the exceptions? Thank you!
Go to post added 5 years ago
total debt definition
May I know why preferred stock and minority interest are included in total debt? I see them as equity.
Go to post added 5 years ago
Current liabilities
Hi, one question, would it be correct to exclude the interest-bearing liabilities when calculating the liquidity ratios? I've seen it a lot and just wanted to hear your opinion. Thanks!
Go to post added 5 years ago