MORNINGSTAR INVESTMENT  RESEARCH PLATFORM
                                                                 HOW TO USE ?

                                       
                                                   http://bit.ly/morningstar_equity_research

     Morningstar Equity Research online service is perfect tool for value investor.
In this video I will introduce you to comprehensive investment research platform - Morningstar which you may use absolutely free. Without exaggeration this is a storehouse of valuable consolidated information.
We begin on the Morningstar homepage. www.morningstar.com
 There is a lot of general interesting information for investors.
I will show you the most valuable features.
 In the “Tools” section of tab "More" you can select and configure various types of screeners.
In the free version you may use the “Basic Stock Screener”. Move on to this option and enter the desired parameters.
As a result, we get these results.
  The difference in the premium version of «Premium Stock Screener» is the ability to customize hundreds of parameters.
You must remember all screeners severely limit the search base, so I strongly recommend or not use them at all or enter only two important parameters: ROE and debt.
Let's go back to our results.
Click on ticker " MNST" and move to
Monster Beverages financial information.
The great advantage of Morningstar is the free access to consolidated financial information for the last 10 years.
But if you already know the company, I recommend you start from “Key Ratios” tab.
Here you can see the consolidated financial results for the last 10 years.
This is financial Information Concentrate - only numbers.
Here you can see all key financial indicators.
First of all I’m focused on Net Income, ROE and ROIC.
I’m looking for stability and growing trend in these rows of data.
After a brief look at the Key Ratio tab, it becomes clear to us whether we need to study this company more deeply.
If we see by the “key ratio” that the company meets the desired criteria, then we study the details in depth in three financial statements:
1.Net Income Statement
2.Balance Sheet
3.Cash Flow Statement

In this way, step by step, we dive into the details of financial analysis. At each step, we check the compliance of the company's financial indicators with the desired criteria.
 If this information is valuable for you if you’re enjoyed this information  please subscribe to this
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                                                SEC EDGAR SERVICE FOR INVESTORS
                                                                     HOW TO USE 

 
                                                      http://bit.ly/how_to_use_sec_edgar

The SEC EDGAR database provides free public access to corporate information. We explain how to use this database effectively allowing you to research a public company’s financial information and operations by reviewing the filings the company makes with the #SEC.  You can also research information provided by mutual funds(including money market funds), exchange-traded funds (ETFs), and variable annuities.

Form Types

EDGAR presents search results in chronological order and identifies the filings by form types, shown in the first column of the search results.  For example, the form type for the annual report on Form 10-K filed by domestic public companies is “10-K.”

Filings with “/A” appended to the form type code indicate an amendment.  For example, the form type “10-K/A” would indicate an amendment to a Form 10-K filing.

First of all we as investors seek  Financial Information and Results of Operations

Domestic public companies file annual and quarterly reports, as well as current reports when certain events occur that require prompt disclosure.  The annual and quarterly reports include financial statements for the relevant period.

10-K form

Annual report – Provides audited annual #financialstatements, a discussion of material risk factors for the company and its business, and a management’s discussion and analysis of the company’s results of operations for the prior fiscal year

10-Q form

Quarterly report – Provides unaudited quarterly financial statements, updates regarding material risks that the company faces, and management’s discussion and analysis of the company’s results of operations for the prior fiscal quarter.

Form 8-K provides investors with current information to enable them to make informed decisions. The types of information required to be disclosed on Form 8-K are generally considered to be “material.” That means that, in general, there is a substantial likelihood that a reasonable investor would consider the information important in making an investment decision.

Form 3, 4, 5 include all information about  corporate insiders—officers, directors, and holders of more than 10 percent of a class of the company’s registered equity securities—must regularly disclose holdings and transactions in all equity securities of that company.

Foreign Private Issuers

Some public companies that are organized or formed outside of the United States, known under federal securities laws as foreign private issuers, may file reports with the SEC  on different forms than those that must be filed by U.S. public companies. There are forms:

20-F Annual report or registration statement – This filing includes audited financial statements of the foreign private issuer and a discussion of the company’s financial results.

6-K Report – Filed in connection with press releases, communications to security holders, and any disclosures required to be made to security holders by the laws of the company’s home country.

Where to begin?

You may start at starting page where you can find very simple interface and tools for searching.

In video we introduced you to

Edgar forms and type of files

Clear practical guide how to find specific information quickly

Structure of most important files 10-K, 10-Q, 8-K,

Evaluation of insiders activities

Watch this video with attention

If this information is valuable for you if you’re enjoyed this information  please subscribe to this

YouTube channel,  share this video to your friends and colleagues who is seriously interested in smart investment. Wright comments and share your experience below this video.

Know more about  #LiubomyrIavorskyi  and #AQuantiCapital Partners at LinkedIn

http://linkedin.com/in/liubomyr-iavorskyi-77b347a3

Read the book “How to Make Money, Mastery of Value Investing”

https://www.amazon.co.uk/Money-Mastery-Investing-Become-Billionaire-ebook/dp/B01IRM0ENU

Subscribe to our YouTube channel  link below

https://www.youtube.com/channel/UCRbL6ZSBJ-akNgdp97JovOA

You will find more practical insider tips about smart investments  on our Telegram channel.

Join our community https://t.me/Aquanticap

if you are really interested to become a successful investor.

    

TOP 3 Reliable Sources of Financial Statements Get access absolutely free

TOP 3 Reliable_Sources_of_Financial_Statements


Financial statements are the most important reliable source of information about any business.
All operational activity in the company leaves traces in its financial statements.
Every investor must understand the #financialstatements.
It's the language of business. It's imperfect but if you don't make an effort to learn how to read and interpret financial statements, then you can never choose suitable securities for yourself.

  What  distinguishes successful investors from amateurs?

In reality there are  only 3 things:

1.They look at investments as at business.

2.They perfectly distinguish a wonderful business from a lousy.

3.They have the strong patience to wait for the moment to buy a wonderful business at cheap price.

And they do it through understanding financial statements.

But before understanding financial statements

You must  get this information. And you must know

What are you looking for ?

And where to look for this one?

There are many sources of financial information. But for us as investors there are

important requirements

1. 100% reliability

2. Exactness

3. Completeness

4. Data comparability for the last 7-10 years

These strict criteria correspond to the following #financialservices  that you can use absolutely free.

1. SEC Edgar  https://www.sec.gov/edgar.shtml

   U.S. Securities and Exchange Commission

2. Morningstar securities research platform:  https://www.morningstar.com

3. Investor relations pages at websites of companies.

If this information is valuable for you if you’re enjoyed this information  please subscribe to this

YouTube channel,  share this video to your friends and colleagues who is seriously interested in smart investment. Wright comments and share your experience below this video.

Know more about  #LiubomyrIavorskyi  and #AQuantiCapital Partners at LinkedIn

http://linkedin.com/in/liubomyr-iavorskyi-77b347a3

Read the book “How to Make Money, Mastery of Value Investing”

https://www.amazon.co.uk/Money-Mastery-Investing-Become-Billionaire-ebook/dp/B01IRM0ENU

Subscribe to our YouTube channel  link below

https://www.youtube.com/channel/UCRbL6ZSBJ-akNgdp97JovOA

You will find more practical insider tips about smart investments  on our Telegram channel.

Join our community https://t.me/Aquanticap

if you are really interested to become a successful investor.

#financialstatements #financialservices #financialeducation #stockanalysis

#AquantiCapital

Berkshire Hathaway Stock vs S

Let's look at investment performance of Berkshire Hathaway stock vs S&P 500 index.

Over the past 53 years, Berkshire Hathaway has been increasing capital at a

СAGR ( it means compounded annual growth rate) equal to 18.7%
The analogous CAGR for S&P 500 index for the same period is 9.7%
That is, it surpassed the market by 2 times. Such investment results are clearly

admired by the abilities of #WarrenBuffett.
In fairness it should be noted that CAGR is an average figure. And naturally Warren Buffett had unprofitable years: 1990, 1999,2002, 2008, 2015. Berkshire Hathaway stock market

value lost 31.8% in 2008.
But Berkshire Hathaway Holding has one big problem. If we look at the return on equity for the last 10 years from 2009 to 2018 we will see a modest 8.19%. A сompounded annual growth rate in book value for the period from 2008 to 2018 is only 9.9%. And this figure has already caught up with the average market indicator such as S&P500 index.
What’s matter?
The problem number 1 is in the huge reserves of free capital - valued at $ 110.5 billion on March 31, 2019, which is becoming increasingly difficult to invest with a high return.
The problem number 2 is because of Berkshire Hathaway huge equity portfolio – valued at nearly $191.7 billion on March 31, 2019.
To maintain a steady profit trend and keep shareholders, Baffett solves these problems in the following ways:
1.Berkshire Hathaway buys back its own shares each year
2.Buys huge-cap brand companies such as Apple Inc., Amazon Inc.
3.Buy at a fair market price or even overpriced as was the case with Kraft Heinz Inc.
4.Berkshire Hathaway is heavily investing in capital-intensive industries.


It should be noted that earlier Buffett avoided investing in capital-intensive industries and made purchases at a price lower than intrinsic value.

All these decisions lead to the fact that the profitability of Berkshire Hathaway in the future

will decline and in the next 10 years will be in the range of 8-12% per year.
And these number will be already close to S&P 500 index.
It’s a important to understand for analysis of Berkshire Hathaway prospects.

Know more about #LiubomyrIavorskyi and #AQuantiCapital Partners at LinkedIn
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Read the book “How to Make Money, Mastery of Value Investing”
https://www.amazon.co.uk/Money-Master...

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if you are really interested to become a successful investor.

FINVIZ stock screener | Investment Ideas

#FINVIZ stock screener is best free tool for finding investment ideas. Stock market investment opportunities begin at preliminary stage where investors must select the best companies from the huge amount of data. Stock screeners are often used to accomplish this selecting task. There are many options of stock screeners. They differ from each other
in the number of custom search criteria, in the volume of the search base and in ease to use. The cost of using #stockmarket screeners depends on the parameters specified above. Choosing stocks with help of screeners an investor especially a beginner needs to remember borth advantages and disadvantages of using such services:
Advantages: saving time when analyzing large amounts of data;
investment process automation.
Disadvantages: search for your investment ideas is limited by the search base;
the innability to assess the stability of the company's financial performance over the entire previous period;
#valueinvesting necesserarily takes into account the quality characteristics such as
honesty of top managers, relationship between CEO and shareholders, intensity of competition in the niche. Quality characteristics cannot be analyzed in stock screener.
Therefore it is advisable to use finviz only for selection based on the most important quantitative criteria: ROE (Return on Equity above 20%), ROIC (Return on investment above 20%). In investing these figures are the most important.
Know more about #LiubomyrIavorskyi and #AQuantiCapital Partners at LinkedIn
http://linkedin.com/in/liubomyr-iavor...

Read the book “How to Make Money, Mastery of Value Investing”
https://www.amazon.co.uk/Money-Master...

Subscribe to this channel if you are really interested to become a successful investor.

FINVIZ stock screener | Investment Ideas

#FINVIZ stock screener is best free tool for finding investment ideas. Stock market investment opportunities begin at preliminary stage where investors must select the best companies from the huge amount of data. Stock screeners are often used to accomplish this selecting task. There are many options of stock screeners. They differ from each other
in the number of custom search criteria, in the volume of the search base and in ease to use. The cost of using #stockmarket screeners depends on the parameters specified above. Choosing stocks with help of screeners an investor especially a beginner needs to remember borth advantages and disadvantages of using such services:
Advantages: saving time when analyzing large amounts of data;
investment process automation.
Disadvantages: search for your investment ideas is limited by the search base;
the innability to assess the stability of the company's financial performance over the entire previous period;
#valueinvesting necesserarily takes into account the quality characteristics such as
honesty of top managers, relationship between CEO and shareholders, intensity of competition in the niche. Quality characteristics cannot be analyzed in stock screener.
Therefore it is advisable to use finviz only for selection based on the most important quantitative criteria: ROE (Return on Equity above 20%), ROIC (Return on investment above 20%). In investing these figures are the most important.
Know more about #LiubomyrIavorskyi and #AQuantiCapital Partners at LinkedIn
http://linkedin.com/in/liubomyr-iavor...

Read the book “How to Make Money, Mastery of Value Investing”
https://www.amazon.co.uk/Money-Master...

Subscribe to this channel if you are really interested to become a successful investor.

BEST INVESTMENTS | Why Small Cap Stocks

                  THE BEST INVESTMENTS --- SMALL CAP STOCKS

The best investments are located in small cap stocks area. Investing in small caps gives an excellent return on investment for successful investors. #Valueinvesting approach to invest in businesses with small capitalization provides a competitive advantage for individual investors. Why? Because #investmentstrategies and building investment portfolio of professional investment institutions don't include #smallcaps fund. Big professional investors must be focused at huge volume trading and stocks with large capitalization. Mutual and hedge funds use a high level of diversification in its risk management strategies. Whole investment industry builds its activity on base of modern portfolio theory. This theory is inherently flawed.
For this reason often small cap stocks are undervalued. Small businesses have a huge growth potential because they go through a phase of intensive expansion and development.
We agree that many uncertainties are associated with small companies. But in turn a
deep analysis of business an assessment of the capabilities of top managers allows us to minimize the risks.
Know more about #LiubomyrIavorskyi and #AQuantiCapital Partners at LinkedIn
http://linkedin.com/in/liubomyr-iavor...

Read the book “How to Make Money, Mastery of Value Investing”
https://www.amazon.co.uk/Money-Master...

Subscribe to this channel if you are really interested to become a successful investor.