Parsley Energy 4Q19 | Ishfaaq Peerally

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Ishfaaq Investment Research Partnership

Introduction

Is this for you? (4:17)
Structure
Disclaimer
Investment Diary (Updated Daily)
Private Discord Channel

Latest Updates

JPMorgan Chase 4Q21 Earnings Analysis - 19 Jan 22
GoPro Stock Analysis - 23 Dec 21
Qudian 3Q21 Earnings Analysis - 14 Dec 21
UNFI 1Q22 Earnings Analysis - 9 Dec 21
iRobot Stock Analysis - 2 Dec 21
Qurate Retail - 25 Nov 21
Enovix Stock Analysis - 22 Nov 21
DouYu 3Q21 Earnings Analysis - 17 Nov 21
New Oriental Education & Technology Group $EDU - 16 Nov 21
Zillow Stock Analysis - 11 Nov 21
Essent Group 3Q21 Earnings Analysis - 10 Nov 21
Skyworks Solutions 4Q21 Earnings Analysis - 9 Nov 21

Stocks We Are Following

Portfolio

The Portfolio
Portfolio Growth

Stock Investing For Beginners

Introduction (6:32)
My Disastrous Beginnings as an Investor
Why Invest in Stocks?
Why Invest? (6:07)
Asset Classes (11:59)
Stocks vs Bonds (4:43)
Compound Interest (6:13)
Investing in Businesses (4:07)
Fundamental Analysis VS Technical Analysis
Fundamental Analysis (4:37)
Technical Analysis (2:30)
Why we use Fundamental Analysis (3:02)
Intrinsic Value VS Price (3:33)
Some Basic Economics
How the Market Works (6:26)
The Economic Machine (4:55)
The Stock Market and The Economy (3:10)
How the Stock Market Works
What are Shares? (8:59)
Preferred Shares (6:30)
IPOs - How Companies make money from the Stock Market (6:21)
What Moves Stock Prices (5:45)
Share Buybacks (5:54)
Dividends (7:10)
Shares Outstanding and Float (2:57)
Market Capitalization (2:26)
The World of Wall Street
Brokers and Dealers (3:03)
Choosing your Broker (5:33)
Market Makers (1:11)
Stock Exchanges (2:57)
Stock Market (4:44)
Regulators (4:11)
Analysts (3:26)
Corporate Governance (4:50)
Investment Instruments
Indices and Index Funds (5:36)
ETFs (4:00)
Mutual Funds (2:02)
Hedge Funds (2:32)
Defensive and Enterprising Investors
Defensive Investors (2:35)
Enterprising Investors (2:33)
Which type of Investor should you be? (3:33)
Analyzing a Company
Where to get the information (3:04)
SEC Filings (5:02)
10-K Form (2:34)
10-Q Form (1:57)
Some Basic Accounting
Assets and Liabilities (3:43)
Income and Expenses (1:38)
GAAP (2:22)
Non-GAAP (2:39)
Non Financial Metrics (3:03)
Reading a 10-K Form
Part I (5:16)
Part II (8:28)
Part III and Proxy Statement (5:18)
Part IV (1:31)
Reading an Income Statement
Consolidated Statement of Income (0:50)
Revenues (5:58)
PS Ratio (3:15)
Cost of Revenues (3:06)
Gross Profit (4:17)
Operating Expenses (2:25)
Research and Development (7:54)
Selling, General and Administrative (3:05)
Operating Income (3:22)
Pretax Earnings (3:25)
Tax Expenses (4:31)
Net Income (3:44)
Earnings Per Share (3:14)
PE Ratio (4:52)
CAPE Ratio (5:34)
Earnings Yield (4:09)
Forward PE Ratio (1:30)
Comprehensive Income (3:37)
Reading a Balance Sheet
Consolidated Balance Sheets (1:15)
Current Assets (1:35)
Cash and Cash Equivalents (3:26)
Marketable Securities (5:36)
Account Receivable (2:08)
Inventories (3:42)
Non-current Assets (1:40)
Property, Plant and Equipment (3:23)
Goodwill (4:42)
Intangible Assets (4:10)
Returns on Assets (1:26)
Current Liabilities (1:46)
Accounts Payable (1:27)
Other Current Liabilities (1:31)
Current Ratio (2:18)
Quick Ratio (1:58)
Working Capital (1:02)
Long-Term Debt (3:51)
Contractual Obligations (2:59)
Shareholders' Equity (1:11)
Contributed Capital (3:18)
Retained Earnings (2:52)
Treasury Stock (1:10)
Non Controlling Interest (1:13)
Book Value (3:10)
Price to Book Ratio (1:41)
Returns on Equity (2:15)
Enterprise Value (3:13)
Graham Number (2:04)
Net Current Asset Value (2:30)
Consolidated Statement of Changes in Shareholders’ Equity (0:47)
Reading a Cash Flow Statement
Consolidated Statements of Cash Flows (2:16)
Depreciation and Amortization (2:41)
Investment Gains/Losses (0:52)
Share-Based Compensation (1:18)
Changes in Operating Assets and Liabilities (1:54)
Operating Cash Flow (0:53)
Acquisition of Property, Plant and Equipment
Capital Expenditure (3:09)
Free Cash Flow (2:27)
Owner's Earnings (5:30)
Investing Cash Flow (1:31)
Financing Cash Flow (1:55)
Proceeds from Issuance of Common Stocks (1:40)
Payments for Dividends or Dividends Equivalents (1:40)
Repurchase of Common Stocks (2:23)
Proceeds from Issuance of Debts (1:31)
Finding the Intrinsic Value of a Bond
Features of a Bond (7:01)
Credit Ratings (3:15)
Present Value of a Bond (4:52)
Finding the Intrinsic Value of a Stock
Federal Fund Rate (6:04)
Discount Rate (3:22)
Stocks are Bonds (4:03)
Calculating the Intrinsic Value of a Stock (6:53)
Exit Multiples (10:56)
Margin of Safety (2:31)
Example of a Stock Analysis
Building a Stock Portfolio
Picking Stocks (5:13)
Diversification (4:44)
Correlation (5:23)
Risk/Reward (6:23)
When to Buy and Sell Stocks (2:50)
Beating the Market (5:04)
Not For Beginners
Margins or Leverages (1:53)
Short Selling (2:05)
Arbitrage (4:06)
Futures Contracts (1:52)
Option Contracts (1:35)
What's next? (4:17)

Archives (old analyses)

The Brexit Situation
Investing in China
UK General Elections 2019
Best and Worst Economies
This Decade will be Bad for US Stocks
How the Coronavirus will affect the Stock Market
Investing in South Korea
Investing in Metals
NASDAQ Bubble
Investing in Brazil
Private Mortgage Insurance Industry

Archives

Archives

Skyworks Solutions - Valuations January 2020
GameStop Short Squeeze
My Exit Strategy on GameStop
Apple Launches 5G iPhones
Parsley Energy to be Acquired by Pioneer Natural Resources
Alaska Air Group 3Q20 Earnings Analysis
Apple 4Q20 Earnings Analysis
FreePort-McMoran 3Q20 Earnings Analysis
Skyworks Solutions 4Q20 Earnings Analysis
Essent Group 3Q20 Earnings Analysis
Qudian 3Q20 Earnings Analysis
GameStop New Board Members
JPMorgan Chase 4Q20 Earnings Analysis
GameStop Valuation - January 2021
FreePort-McMoran 4Q20 Earnings Analysis
Skyworks Solutions 1Q21 Earnings Analysis
Alaska Air Group 4Q20 Earnings Analysis
Genworth Financial 4Q20 Earnings Analysis
Essent Group 4Q20 Earnings Analysis
Polymetal International FY20 Earnings Analysis
UNFI 2Q21 Earnings Analysis
DouYu 4Q20 Earnings Analysis
Qudian 4Q20 Earnings Analysis
JPMorgan Chase 1Q21 Earnings Analysis
FreePort-McMoran 1Q21 Earning Analysis
Alaska Air Group 1Q21 Earnings Analysis
Skyworks Solutions 2Q21 Earnings Analysis
Genworth Financial IPO of US Mortgage Business
Discovery - Warner Media Merger
UNFI 3Q21 Earnings Analysis
JPMorgan Chase 2Q21 Earnings Analysis
Genworth Financial - Enact Partial IPO
UNFI 4Q21 Earnings Analysis
JPMorgan Chase 3Q21 Earnings Analysis

Archives

Berkshire Hathaway Acquires Assets of Dominion Energy
Whiting Petroleum - Out of Bankruptcy
Peugeot - Fiat Chrysler Merger of Equals
Google Antitrust Lawsuit
Alibaba Antitrust Lawsuit
GameStop 4Q20 Earnings Analysis

Archives

Parsley Energy 4Q19

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