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.