Navigate the Filings
Go beyond reading filings—confidently navigate them like a pro with insider techniques developed over decades in the industry.
Terms & Conditions
Welcome to the Course!
Let's Learn About You! :)
Video Navigation Keyboard Shortcuts
Legal Disclaimer
Course Overview
Intro: Filing Basics
Data Source Links
Intelligize: Company Filings Reference Guide
Burn It In!
Levi's Company Filings: 10-K and 10-Q
Intro: 10-K vs 10-Q
Critical 10-K & 10-Q Sections
Burn it In! + Test Your Skills!
Business Mental Map Goals
Interpreting the Financial Statements
How Does This Business Make Money?
Priority Financial Notes
Burn it In! + Test Your Skills!
LTM Process + Examples
Optional: LTM Excel Exercise
LTM EBITDA in Real Life
Burn it In! + Test Your Skills!
Public Company - Non-GAAP Sourcing
Non-GAAP Financials Presentation
Public Company - Non-GAAP Wrap-Up
Private Company - Non-GAAP Financials
Burn it In! + Test Your Skills!
Intro: Annual Proxy
Levi's - Annual Proxy
Burn It In!
Intro: M&A Filings
AMD / Xilinx - Merger Proxy
Bonus Report (Real Life IB Presentations!)
Burn It In!
Intro: Share Count + TSM
Options + TSM
RSUs + PSUs
Convertibles
Burn it In! + Test Your Skills!
Intro: S Filings & Others
Sample S1: Levi's
Burn It In!
How are you feeling? - End of Course
Thank You!
Certification Diagnostic - Navigate the Filings
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.
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.
We recommend that you have a basic understanding of Accounting Fundamentals. No other background is needed.
The trick here is to really understand what matters and what doesn't when you're going through Filings. In this course, you'll learn tips and tricks from an industry veteran with 20 years of experience poring through filings. If you want to go fast and minimize headaches, this is the course for you.
The majority of our students are headed to roles where they focus on Private companies. Even in such a role, you still need to understand public company fiilings to perform certain analyses (e.g. Trading Comparables). In addition, we cover Private company topics including Quality of Earnings Analysis, Adjusted EBITDA, Pro Forma EBITDA and many others.