How to Read Financial Statements and Financial Journalism

Journalists — financial and otherwise — are not paid to compare carefully the strongest pro- and con- arguments of a proposition. Strong incentives push journalists toward producing loud click-bait. There is no day of reckoning for their views, as there is for investors who do as suggested. Readers, for their part, tend to click what confirms their own biases. How can an investor separate the wheat from the chaff in financial journalism? How can an investor look at the financial statements of a potential investment and decide for herself what the numbers mean? These are the topics for this webinar.

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Webinar Faculty

Moderator:

Jonathan Friedland

Jonathan Friedland is a principal at Much Shelist. He is ranked AV® Preeminent™ by Martindale.com, has been repeatedly recognized as a “SuperLawyer”, by Leading Lawyers Magazine, is rated 10/10 by… Read More

Panelists:

John Levitske

John Levitske, CPA/ABV/CFF/CGMA, ASA, CFA, MCFLC, CIRA, MBA, JD is a Partner with HKA Global, LLC. He is an experienced senior advisor to companies, legal counsel, executives, and investors regarding… Read More

Michael Terrien

Michael S. Terrien is the founder and Managing Member of West Loop Financial LLC (WLF). WLF is a registered investment advisor (RIA) committed to disciplined, evidence-based investing and personalized, comprehensive… Read More

Richard Claywell

Richard is a practicing Certified Public Accountant, and holds the additional designations of Accredited in Business Valuation, Accredited Senior Appraiser, Certified Business Appraiser, International Certified Valuation Specialist, Certified Valuation Analyst,… Read More