Course Description: Financial Statement Analysis

Hello. My name is Joshua Schultz. And I'm going to be your
instructor for Financial Statement Analysis. I was born and raised right
here in Syracuse, New York. And I got my degree
from a local university called Le Moyne College. I got a degree in
finance and a degree in economics, and from this
launched my initial finance career. After spending five
years in various roles, including back office,
mid-office, and front office, I ended up going back
to Syracuse University to get my MBA. From here I transitioned
over, and I now work for a small family business
involved in supply chain. But I love academia. And wanting to return and
be part of the environment, I started to become
an adjunct professor at Syracuse University. I teach finance courses and
I use finance continually throughout my life. I am a mentor in many
startups in the local area. And I also help a
few local businesses with their finances,
financial decisions, and financial planning.

In order to be successful
in this course, I'm going to give
you a couple of tips. One is be sure to
read the chapter before watching the lectures. This is a really
information-intensive course. and not having any
idea of what we're going to be talking
about before I lecture may cause you to miss
some key notes in the chapter. So make sure that
you read and have a really good foundational
understanding, because my lectures
won't cover everything, but they will
convey the concepts.

The second thing that will help
is to go through the examples. We're going to
have many examples with many different companies. A lot of times
it's easy to watch and you understand
as it's occurring. But unless you've
gone through yourself, you're really going to hit some
walls when you're by yourself doing these examples. So go along with the
examples with us, and that will really
help solidify not only what you know, but also
what you don't know.

The final one is ask questions–
ask them through e-mail, ask them in the live sessions,
and ask yourself questions. Analysis– while we do
come into a hard number, there's a lot of gray area. A lot of the decisions that
I tell you to make I think are best, but it doesn't
mean they're right. So we need to understand that
there are a lot of gray areas. Ask a lot of questions. And tell me your
own rules or ideas for analysis that make your
analysis unique to you. Remember, we're analyzing
financial statements– something that is done by
millions and millions of people every single day. But all these millions of people
come up with different values. That's why we have
these gyrating prices. So ask questions, read
before we go over, and make sure that you go
through the examples with us to help your understanding.

I'll be there with
you the whole time. And good luck in Financial
Statement Analysis.

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