Investing Unscripted

189. The 3 Financial Docs You Need to Know


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In this special "toolbox" episode, Jason and Jeff strip away the jargon to teach you how to actually read the three most important documents in investing: the Income Statement, the Balance Sheet, and the Statement of Cash Flows. Using Nvidia’s recent Q3 earnings report as a real-world case study, the hosts walk through these important financial statements line by line.

01:33 The Importance of Financial Statements

04:59 Understanding the Income Statement

11:07 Revenue and Cost of Goods Sold

16:02 Operating Expenses and Income

18:39 Interest, Taxes, and Net Income

23:06 Depreciation, Amortization, and Goodwill

28:33 Introduction to the Balance Sheet

31:42 Understanding Current Assets and Liabilities

33:18 Accounts Receivable and Revenue Recognition

34:49 Inventory Management Insights

39:59 Exploring Goodwill and Intangible Assets

44:21 Diving into Liabilities and Working Capital

47:04 Cash Flow Statement Breakdown

58:32 Using Tools to Analyze Financial Statements

Companies mentioned: AAPL, BRK.B, INTC, MKL, NVDA, TGT, TJX, TREX

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

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Investing UnscriptedBy Jason Hall and Jeff Santoro

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