14 min

Ep 2 - How to Read a Quarterly Report (10Q) // Financial Reporting Explained Quest to Invest with Zac Latham

    • Investing

Today I go through what I have learnt about Quarterly Reports (10Q) and why they are important to read and understand as an investor. 

If you go to the Youtube video version of the podcast, there is an extra video where I go through and share my screen with you to walkthrough a 10Q and show how to find the information.. so go check that out.

*** Not financial advice, purely based on my own research and opinions. Question my thoughts yourself and do your own research before investing. ***

Let’s continue the conversation so we can learn together.

Follow me on Twitter: @zac_latham

Check out my profile on my podcast hosting platform Anchor: https://anchor.fm/questtoinvest

Business Inquiries: questtoinvest.zaclatham@gmail.com

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Helpful links for learning about 10Q's further:


https://www.timothysykes.com/blog/earnings-reports/
https://philtown.typepad.com/phil_towns_blog/2006/03/how_to_read_a_1.html



Suggested further reading for personal finance or investing (in order that I read them in):


Rich Dad, Poor Dad - https://amzn.to/3eN15FF
Barefoot Investor https://amzn.to/2ZLKSwe  (for Australians mainly but has good value for international). Audiobook from audible https://amzn.to/30yFtYP
Rule #1: The simple strategy for successful investing in only 15 minutes a week - https://amzn.to/30sIrOc
InvestED - https://amzn.to/32Jga90
How Much is Enough? - https://amzn.to/2OOvHMo
One Up on Wall Street - https://amzn.to/32Jba4m
The Snowball: Warren Buffett and the Business of Life - https://amzn.to/30u3D6s



Other podcasts to check out:


Get Started Investing by Equity Mates Media
InvestED: The Rule #1 Investing Podcast

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Timestamps:

0:00 - Intro

0:46 - What is a 10Q / Quarterly Report and why are they needed?

2:41 - What is included in a quarterly report?

5:22 - Earnings Call - What’s that?

6:46 - What’s the big deal?

11:20 - Pick and choose

12:10 - Earnings season? When’s that?

13:41 - Outro


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Send in a voice message: https://podcasters.spotify.com/pod/show/questtoinvest/message

Today I go through what I have learnt about Quarterly Reports (10Q) and why they are important to read and understand as an investor. 

If you go to the Youtube video version of the podcast, there is an extra video where I go through and share my screen with you to walkthrough a 10Q and show how to find the information.. so go check that out.

*** Not financial advice, purely based on my own research and opinions. Question my thoughts yourself and do your own research before investing. ***

Let’s continue the conversation so we can learn together.

Follow me on Twitter: @zac_latham

Check out my profile on my podcast hosting platform Anchor: https://anchor.fm/questtoinvest

Business Inquiries: questtoinvest.zaclatham@gmail.com

--------------------------------------------------------------------------------------------------------

Helpful links for learning about 10Q's further:


https://www.timothysykes.com/blog/earnings-reports/
https://philtown.typepad.com/phil_towns_blog/2006/03/how_to_read_a_1.html



Suggested further reading for personal finance or investing (in order that I read them in):


Rich Dad, Poor Dad - https://amzn.to/3eN15FF
Barefoot Investor https://amzn.to/2ZLKSwe  (for Australians mainly but has good value for international). Audiobook from audible https://amzn.to/30yFtYP
Rule #1: The simple strategy for successful investing in only 15 minutes a week - https://amzn.to/30sIrOc
InvestED - https://amzn.to/32Jga90
How Much is Enough? - https://amzn.to/2OOvHMo
One Up on Wall Street - https://amzn.to/32Jba4m
The Snowball: Warren Buffett and the Business of Life - https://amzn.to/30u3D6s



Other podcasts to check out:


Get Started Investing by Equity Mates Media
InvestED: The Rule #1 Investing Podcast

--------------------------------------------------------------------------------------------------------

Timestamps:

0:00 - Intro

0:46 - What is a 10Q / Quarterly Report and why are they needed?

2:41 - What is included in a quarterly report?

5:22 - Earnings Call - What’s that?

6:46 - What’s the big deal?

11:20 - Pick and choose

12:10 - Earnings season? When’s that?

13:41 - Outro


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Send in a voice message: https://podcasters.spotify.com/pod/show/questtoinvest/message

14 min