2 episodes

Come on the journey with me as I explore the long-term focused, value investing field. Listen to annual/quarterly reports, analysis of specific companies and general investing ideas.

Quest to Invest with Zac Latham Zac Latham

    • Business

Come on the journey with me as I explore the long-term focused, value investing field. Listen to annual/quarterly reports, analysis of specific companies and general investing ideas.

    Ep 2 - How to Read a Quarterly Report (10Q) // Financial Reporting Explained

    Ep 2 - How to Read a Quarterly Report (10Q) // Financial Reporting Explained

    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

    • 14 min
    Ep 1 - Intro // Quest to Invest

    Ep 1 - Intro // Quest to Invest

    Welcome to Quest To Invest.

    I'm the host, Zac Latham, and this week's episode is just an introduction to what will be on this podcast going forward as well as a brief bit about who I am and why I decided to start this podcast. 

    This will always be available on Youtube as well as a video version of the podcast: Quest to Invest with Zac Latham

    Connect with me on Twitter: @zac_latham

    Business Inquiries: questtoinvest.zaclatham@gmail.com

    Let's keep the conversation going about all of these topics so feel free to reach out.


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

    • 10 min

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