What This Document Is
These are lecture notes taken during a Directed Group Study course (ECON 98) at the University of California, Berkeley. The notes cover foundational concepts in financial analysis, bridging the gap between economic theory and practical application in the world of trading and investment. They represent a concentrated overview of key ideas presented in class, designed to support deeper understanding of core principles.
Why This Document Matters
This resource is particularly valuable for students enrolled in similar economics or finance courses, or those preparing for careers in investment banking, financial analysis, or portfolio management. It’s best used as a companion to course lectures and readings, offering a structured recap of important topics. Individuals seeking to build a strong base in financial statement analysis and trading psychology will find these notes a helpful starting point. Accessing the full notes will allow for a comprehensive review and deeper engagement with the material.
Topics Covered
* Trading Psychology and its impact on investment decisions
* Introduction to Financial Statements – Income Statement, Balance Sheet, and Cash Flow Statement
* Understanding Earnings Seasons and Analyst Expectations
* Key Financial Ratios and their application in analysis
* Components of Assets, Liabilities, and Shareholder’s Equity
* Analyzing Cash Inflows and Outflows
* Public Company Reporting Requirements (10K & 10Q)
What This Document Provides
* A structured overview of core concepts related to financial statement analysis.
* Key terminology and definitions used in the field of finance.
* An outline of the relationships between different financial statements.
* Insights into the behavioral aspects of trading and investing.
* References to external resources, such as Yahoo! Finance, for further exploration.
* A framework for understanding how companies report their financial performance.
