Navigate the Filings

Go beyond reading filings—confidently navigate them like a pro with insider techniques developed over decades in the industry.

Beginner
Beginner
Beginner
Sample Lessons
Don't Take Our Word For It!
Total Course Duration:
4 Hours
Terms & Conditions
Welcome to the Course! (4 Min)
Section 01. Intro: Filing Basics (6 Min)
Section 02. Annual/Quarterly Report Basics (12 Min)
Section 03. Building a Mental Map of the Business (1 Hr and 45 Min)
Section 04. LTM Calculations (13 Min)
Section 05. Non-GAAP Financials (25 Min)
Section 06. Annual Proxy (3 Min)
Section 07. M&A Filings (8 Min)
Section 08. Share Count + TSM (56 Min)
Section 09. S Filings & Others (3 Min)
Certification Diagnostic
The Other Guys

Learn practical strategies, shortcuts, and frameworks built on 20 years of insider experience that save time and focus your attention on what truly matters in filings.

Textbook filing walkthroughs that are dry, overly theoretical, and fail to equip you with the tools to succeed in real-world scenarios.

Go beyond simply reading filings to developing a mental map of a business. By connecting financial statements, business strategy, and performance, we help you see how filings paint a complete picture of a Business.

Overwhelming laundry lists of filings and data extraction techniques that fail to teach how to interpret or link the information to a bigger narrative.

Clear, step-by-step explanations that make complex concepts, like Adjusted vs. Pro Forma figures, easy to understand. Learn why these metrics are used and how to evaluate them critically in a real-world context.

Generic, surface-level explanations, leaving gaps in understanding that become glaring when you hit the desk.

VS
The Other Guys

Learn practical strategies, shortcuts, and frameworks built on 20 years of insider experience that save time and focus your attention on what truly matters in filings.

VS

Textbook filing walkthroughs that are dry, overly theoretical, and fail to equip you with the tools to succeed in real-world scenarios.

Go beyond simply reading filings to developing a mental map of a business. By connecting financial statements, business strategy, and performance, we help you see how filings paint a complete picture of a Business.

VS

Overwhelming laundry lists of filings and data extraction techniques that fail to teach how to interpret or link the information to a bigger narrative.

Clear, step-by-step explanations that make complex concepts, like Adjusted vs. Pro Forma figures, easy to understand. Learn why these metrics are used and how to evaluate them critically in a real-world context.

VS

Generic, surface-level explanations, leaving gaps in understanding that become glaring when you hit the desk.

Is prior experience required?
I find filings overwhelming! How does this course help me with that?
Most of the companies I work with are Private. Will this still help?