This link opens in a new window This link opens in a new windowWorkspace provides financial and economic data, news, equity reports, and company & industry analysis. Its international in scope and covers both public and private company information. RW is most often used for investment analysts’ reports, public company financials & filings, business news, economic indicators, stock prices, and data, and a variety of instruments (bonds, commodities, currencies, ETFs, futures, indexes, options and more). Unique content includes ESG data, performance forecasts & consensus estimates, deals & transactions (M&A, IPOs, venture capital & private equity). Download limit of 150 pages per day, reset daily at midnight local time. New users complete self-registration here - https://my.refinitiv.com/productregistration.html
The 10-K is a good place to be thorough. Especially check out the footnotes to the financials and the Management Discussion.
ARS —the annual report; SC-13 changes in beneficial ownership, S-8 changes in employee benefit plans, DEF 14 proxy series. For a complete list of the forms and what they cover see http://www.sec.gov/about/forms/secforms.htm
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Financial Statement Analysis, 5th ed. by
The updated, real-world guide to interpreting and unpacking GAAP and non-GAAP financial statements. Rather than taking financial statements at face value, you'll learn practical and straightforward analytical techniques for uncovering the reality behind the numbers. This book also teaches readers the tricks that companies use to mislead, so readers can more clearly interpret statements. Learn how to read and understand financial statements prepared according to GAAP and non-GAAP standards. Compare CFROI, EVA, Valens, and other non-GAAP methodologies to determine how accurate companies' reports are. Improve your business decision making, stock valuations, or merger and acquisition strategy.
Analysis of Financial Statements, 3rd ed. by
This practical guide to understanding and interpreting financial statements for assessing a company's financial health and risks. The book covers issues of transparency, cash flow, income reporting, and much more. Whether evaluating a company's financial information or figuring valuation for M&A's, analyzing financial statements is essential for both professional investors and corporate finance executives. The Third Edition of Analysis of Financial Statements contains valuable insights that can help you excel at this endeavor.
How to Read a Financial Report, 9th ed. by
This perennial favorite beginner’s guide to reading and understanding financial reports has been updated. It’s intended for investors, lenders, business leaders, analysts, and managers who want to read, analyze, and interpret financial accounting reports. Designed specifically for non-specialists, this reader-friendly resource covers the fundamentals of financial reporting in jargon-free English.
Want more? Check out the O'Reilly e-books on financial reporting and analysis.There are many classic titles here.
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