18 episodios
Financial Filings Podcast The Narrative
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- Economía y empresa
Human-read key financial filings such as IPO Prospectuses (S/1), Annual Reports (10/K), Letters to Shareholders, and Quarterly Reports (10/Q). Support this podcast: https://podcasters.spotify.com/pod/show/financialfilings/support
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Part 3 -- Tesla Q1 2021 10-Q -- Reading and Commentary
Our penultimate read and commentary on the Tesla 2021 10Q.
The management discussion of Financial Commentary and why we strongly disagree with managements assertion that they are a self funding business.
Ticker: TSLA
$TSLA $TSLAQ
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Support this podcast: https://podcasters.spotify.com/pod/show/financialfilings/support -
Confluent S1 -- Commentary With Limited Reading
Due to time constraints we had to limit to commentary instead of reading (more of a cliff notes style), focusing on highlights (or lowlights) of the S1 with appropriate passages read. It does focus heavily on downside risk, while not so much on upside potential. However we figured we'll let you all determine how much upside is there, we will just show the risks. Hope it's helpful.
Ticker CFLT
$CFLT
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Support this podcast: https://podcasters.spotify.com/pod/show/financialfilings/support -
Tesla Q1 2021 10-Q Part 2 Reading and Commentary
In this section we continue with the reading of the Tesla Q1 10Q finishing off the Consolidated Notes to Financial Statements Section:
Covered in this episode:
Elon is set to get paid!
Legal troubles are brewing!
Will supply chain derail their plans?
Full Disclosure: No mentions of Robotaxi
Ticker: TSLA
$TSLA $TSLAQ
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Support this podcast: https://podcasters.spotify.com/pod/show/financialfilings/support -
Tesla 2021 Q1 10-Q Reading with Commentary Part 1
Our first time reading and explaining a 10-Q on the program. And of course we had to choose the most controversial stock of them all...Tesla.
This one will take more than one episode to complete. So this is part 1. Listen and learn just how Tesla has structured their accounting, and find out some of the hidden drivers of future profitability along with potential risks.
Ticker: TSLA
$TSLA
$TSLAQ
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Support this podcast: https://podcasters.spotify.com/pod/show/financialfilings/support -
Twilio 2020 Shareholder Letter
Hear CEO Jeff Lawson's Letter to Shareholders where he gives his take on the digital transformation, IOT, and Twilio's Strategy to Continue to Win.
A must listen!
Ticker: TWLO
$TWLO
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Support this podcast: https://podcasters.spotify.com/pod/show/financialfilings/support -
Monday.com F-1 Prospectus Sumary
Monday.com recently went public, jumping from an IPO price of 155.00 to now well over 200.00 per share.
Hear the prospectus summary in this recording.
Ticker: MNDY
$MNDY
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Support this podcast: https://podcasters.spotify.com/pod/show/financialfilings/support