Masterclass on How to Read Quarterly Results for Winning Stocks

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1d ago 1:22:59

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In this episode, you’ll learn how to read quarterly results like a true fundamental investor. This masterclass is packed with case studies, insights, and tools to help you find strong businesses and winning stock ideas.

🔑 Key takeaways:

Why tracking quarterly earnings is essential
How to use investor presentations and conference calls
Key metrics to focus on: Sales, EBITDA, PAT, margins, cash flow
How to spot upgrades, downgrades, and market reactions
Tools like spreadsheets and screeners to simplify your research
Real examples from pharma, capital goods, retail, and tech sectors
How to adjust for one-offs and read between the lines

Perfect for anyone serious about long-term stock picking!

Let me know if you want a similar style for the other episodes too!

Chapters

1. Introduction to Earnings Analysis (00:00:00)

2. Understanding Quarterly Result Basics (00:10:12)

3. Expectations and Earnings Cycles (00:14:38)

4. Breaking Down Financial Statements (00:24:02)

5. Reading One-Off Items in Results (00:42:16)

6. Business Updates and Forward Guidance (00:54:15)

7. Case Studies Across Different Sectors (01:07:13)

8. Creating Effective Result Screens (01:22:20)

38 episodes

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