Unpack Finance

This episode we will take the information on stock analysis and apply it to a real stock. I will talk about the different ratios/multiples for datto ($MSP) and give my thoughts. This is for informational purposes only, and is meant to act as a demonstration or an example, not investment advice. Once again, this is not a recommendation to buy or sell this stock. I am not a financial advisor. Please read the disclaimer.

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1LTg-ZPVGZVdV2S6p59urrpu6YTzHZI7Ni82-FJ-tAsY/edit?usp=sharing

Tweet me! @kerrikozol

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

This episode will cover fundamental analysis, which is the process of determining a value of a stock based on its financial information. This episode builds on the previous episode on financial statements. At the end of this episode you should have tons of tools to evaluate and compare stocks. Fundamental Analysis is both a very useful topic to understand, and can also be very interesting. If my explanations made the topic seem uninteresting, check out document which might help give context to why this topic is both interesting and important. 

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1sCs6glhgCVtRsfUY9bXuuS2sA6YKxyQFTJW5V8SxmTk/edit?usp=sharing

Tweet me! @kerrikozol

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

This episode will give you a primer on financial statements if you've never learned about them or don’t know what they are. This episode covers the balance sheet, income statement and statement of cash flows. This episode will lay the foundation for next week’s episode on analyzing stocks.

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/108nHoTBsfT8UrmtIrx8dwqeSlkOVsX3F0jDtEz6eIsE/edit

Tweet me! @kerrikozol

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

This episode is just Kerri, and I have a quick episode to help get your prepared for the summer! We've been working hard on our finances these past few months, and this episode will help make sure you enter the Fall in the same, strong, financial position. 

Thank you to everyone who's been with us these past six months. Wishing you all a healthy and happy summer. Please feel free to reach out to me if you have any questions!

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1_cblqp4P_HaWfDJHSL53h4nenRKdXEK_8SQ2kaQZ5ag/edit?usp=sharing

Tweet me! @kerrikozol

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

This episode Joanna and I discuss interest rates and their relationship with the stock and bond market, inflation, and the economy as a whole. This episode expands further on the inflation episode.

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1hIQOIzMrqnqVLoi10QNMTfNBT_nvBVFBahfu9IgyjNA/edit?usp=sharing

Tweet me! @kerrikozol

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

*This episode was originally published on Friday June 4th, but was republished on Saturday June 5th due a problem distributing the episode to Apple Podcasts.

In this episode Joanna and I talk about the three major methods that companies go public. We cover the IPO (Initial Public Offering), SPAC (Special Purpose Acquisition Company), and Direct Listing (DPO, Direct Public Offering).

Please excuse some of the background noises in the audio and also my allergies.

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1vEVfY7AABmffxDdkk2ifClY8PFuohfisQSHj8uidz5g/edit?usp=sharing

Tweet me! @kerrikozol

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

Happy 20th Episode! For this episode we will finally cover budgets! In this episode we will discuss what a budget is, types of budgets, and tips for managing one. We also cover the emergency fund and its uses. 

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1Ksvj2dLo3VoWjwJL3joathKXBKkVrUfSMMtiUVeUyvo/edit?usp=sharing

Tweet me! @kerrikozol

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

This is another solo episode, where we talk about the Bernie Madoff Ponzi Scheme and what that can teach us about financial scams. The episode covers, how Madoff pulled off the biggest Ponzi Scheme in history, red flags to look for, and what to do if you find yourself in a Ponzi Scheme.

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1EGtVEIY0SuSZUU2nzO3689ESdTOalW7Yt4UTneqoabk/edit?usp=sharing

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

It's earnings szn bois! No (but yes), in all seriousness, we're in the midst of yet another earnings season. In this episode I will explain to you what it's all about. Have your stocks gapped up or down these past few weeks? Earnings may be why.

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1gwK9e4LxfMrU8pC6OXnP_wz0FRiE9VCeFtLaxZTxbGo/edit?usp=sharing

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

In this episode I am joined by Unpack Finance's first ever outside guest, Jack Rosenthal! Jack is a young investor, author, and entrepreneur, who came on the show to share his experiences and advice for others. 

Jack's Links:

Books: https://www.amazon.com/Jack-Rosenthal/e/B0845TLB8X/ref=dp_byline_cont_pop_ebooks_1

Instagram: https://www.instagram.com/starsocial.pro/

Young Investors Club: younginvestorsclub.org

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing