Friday, March 22, 2019

Rejoice, lovers of all things Calcbench! We have posted another master class video, to explore important lessons in financial analysis and how you might use Calcbench tools to put those points into practice.

As usual, this video is divided into two parts. First we have an interview with Jason Voss, a financial analyst, investment manager, prolific author and writer, and (for real) student ninja. We spent 20 minutes chatting with Voss about three practices every analysis should embrace:

  • Connecting the numbers in a company’s financial disclosures to the narratives management is telling people — or, also, finding the disconnect between numbers and narrative;
  • Considering financial performance across time periods, and identifying when fluctuations from one period to the next may be more significant than they seem;
  • Reading the footnotes for all the juicy detail management might prefer that you overlook.

Those are solid best practices, and Voss gives examples of each one with real filers.

In the second half of the master class, our own CEO Pranav Ghai picks up story. He shows how Calcbench database tools can be used to research Voss’s three points, and we offer three more examples, all pulled from current filings made by large firms.

Don’t forget our first master class video, featuring former FASB member Marc Siegel. That one talks about the evolution of financial analysis in the last 15 years and how technology has moved to the center of things.

We’ll also be posting more videos in the future. If you have ideas about what subject we should explore, drop us a line at us@calcbench.com.

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