Ep 2 - How to Read a Quarterly Report (10Q) // Financial Reporting Explained

Quest to Invest with Zac Latham

Today I go through what I have learnt about Quarterly Reports (10Q) and why they are important to read and understand as an investor.

If you go to the Youtube video version of the podcast, there is an extra video where I go through and share my screen with you to walkthrough a 10Q and show how to find the information.. so go check that out.

*** Not financial advice, purely based on my own research and opinions. Question my thoughts yourself and do your own research before investing. ***

Let’s continue the conversation so we can learn together.

Follow me on Twitter: @zac_latham

Check out my profile on my podcast hosting platform Anchor: https://anchor.fm/questtoinvest

Business Inquiries: [e-mail]

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Helpful links for learning about 10Q's further:

• https://www.timothysykes.com/blog/earnings-reports/
• https://philtown.typepad.com/phil_towns_blog/2006/03/how_to_read_a_1.html

Suggested further reading for personal finance or investing (in order that I read them in):

• Rich Dad, Poor Dad - https://amzn.to/3eN15FF
• Barefoot Investor https://amzn.to/2ZLKSwe (for Australians mainly but has good value for international). Audiobook from audible https://amzn.to/30yFtYP
• Rule #1: The simple strategy for successful investing in only 15 minutes a week - https://amzn.to/30sIrOc
• InvestED - https://amzn.to/32Jga90
• How Much is Enough? - https://amzn.to/2OOvHMo
• One Up on Wall Street - https://amzn.to/32Jba4m
• The Snowball: Warren Buffett and the Business of Life - https://amzn.to/30u3D6s

Other podcasts to check out:

• Get Started Investing by Equity Mates Media
• InvestED: The Rule #1 Investing Podcast

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Timestamps:

0:00 - Intro

0:46 - What is a 10Q / Quarterly Report and why are they needed?

2:41 - What is included in a quarterly report?

5:22 - Earnings Call - What’s that?

6:46 - What’s the big deal?

11:20 - Pick and choose

12:10 - Earnings season? When’s that?

13:41 - Outro

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