Financial Filings Podcast

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Human-read key financial filings such as IPO Prospectuses (S/1), Annual Reports (10/K), Letters to Shareholders, and Quarterly Reports (10/Q).

  1. 06/29/2021

    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

  2. 06/24/2021

    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

  3. 06/23/2021

    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

  4. 06/22/2021

    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

  5. 06/17/2021

    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

  6. 06/15/2021

    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

  7. 06/14/2021

    Salesforce FY 2021 Shareholder Letter

    Hear Marc Benioff's Shareholder Letter included in the FY 2021 Salesforce Annual Report. Ticker: CRM $CRM

  8. 06/11/2021

    Amazon 2020 Letter to Shareholders

    Jeff Bezos' last letter? Listen to the Amazon 2020 Letter to Shareholders Ticker AMZN $AMZN

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Human-read key financial filings such as IPO Prospectuses (S/1), Annual Reports (10/K), Letters to Shareholders, and Quarterly Reports (10/Q).

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