welcome! [duitenberg.nl] · what is an income statement? - filed periodically - revenue and...

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Investment evening Income statement, balance sheet and cash flow Welcome!

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Page 1: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations

Investment evening

Income statement, balance sheet and cash flow

Welcome!

Page 2: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations

Introduction

- Harm Reurslag- Master EE- Chairman investment team

Page 3: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations

Today's topics- What is an income statement?- What is a balance sheet?- What is a cash flow?- Where do i find these documents?- What do all these terms mean?- A live demo of reading these documents.

Page 4: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations

What is an income statement?

- Filed periodically- Revenue and expenses- Gains and losses- SEC filing- Net income- Net income from continuing operations

Page 5: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations
Page 6: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations

What is a balance sheet?

- Filed periodically- Assets and liabilities- SEC filing- Shareholders equity

Page 7: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations
Page 8: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations

What is a cash flow?

- Filed periodically- Incoming and outcoming cash- SEC filing- Free cash flow

“income is an opinion, cash flow is a fact”

Page 9: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations
Page 10: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations

Where do i find this information?

- SEC filings- Annual reports- Company investor pages- Financial information websites

My favorite: morningstar.com

Page 11: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations

What do all these terms mean?

Page 12: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations

A live demonstration

Page 13: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations

Introduction

- Arthur van der Sar- Master CE- Member investment team

Page 14: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations

Company comparison

Page 15: Welcome! [duitenberg.nl] · What is an income statement? - Filed periodically - Revenue and expenses - Gains and losses - SEC filing - Net income - Net income from continuing operations

www.finviz.com - For US stock informationwww.morningstar.com - For fundamental datawww.google.com/finance - General informationwww.4-traders.com - General informationwww.tradingview.com - Charts !www.investopedia.com - General information

Useful websites:

Any questions?