The Investing for Beginners Podcast - Your Path to Financial Freedom Mastering Earnings Calls and Reports: Essential Tips for Beginners
8 snips
Sep 11, 2025 Explore the fascinating world of earnings calls and reports. Discover what makes an earnings call essential for understanding a company's performance. Learn how to navigate SEC filings, including 10-K and 10-Q reports, effectively. The hosts share personal tips and tools like the Quarter app and Google Keep for analyzing this financial data. Handling bad news in earnings reports and evaluating management's tone are also discussed, making it an invaluable guide for beginners venturing into investing.
AI Snips
Chapters
Books
Transcript
Episode notes
Differentiate Filings From Calls
- 10-Ks are comprehensive annual SEC filings and 10-Qs are lighter quarterly updates with less auditing.
- Earnings calls are optional and far less structured, so treat them differently than filings.
Use Calls To Fill Unknowns Fast
- For a company new to you, prioritize the earnings call to fill knowledge gaps you can't predict from reports.
- Use transcripts afterward to focus on the parts your initial listening flagged as important.
Listen, Note, Then Research
- Listen to both management remarks and analyst questions to learn how the business operates and what's important.
- Pause and research unfamiliar terms after the call to solidify understanding.
