Скачать или смотреть How to Analyze a Company Before Investing: Practical Excel Walkthrough and Strategy Guide

In this 26-minute tutorial, John from Gadeon walks through how to evaluate companies before making an investment combining both financial analysis and strategic reasoning. The video demystifies the process of investment evaluation, showing how to use Excel tools for data import, cleaning, and analysis while discussing key qualitative factors like management quality, market dynamics, and scalability.

Learn how to interpret real company data (such as Tesla’s financials), use tools like Text to Columns and Power Query, and calculate metrics like gross and operating margins. More importantly, discover how to think beyond formulas — developing a unique investment thesis that goes beyond simple checklists.

Whether you’re a student, analyst, or early investor, this guide helps you understand what truly drives business value and how to identify long-term performance indicators.

What You’ll Learn:
How to import and clean company financial data in Excel
The balance between qualitative and quantitative analysis
When and how to use frameworks like Porter’s Five Forces and SWOT Analysis
Why creative thinking matters more than just completing checklists
How to evaluate management quality and business model sustainability

Join the Community: 📌 Subscribe to stay updated with our latest content.
💬 Drop a comment with topics you’d like us to cover.

#InvestmentAnalysis #FinanceTutorial #ExcelForFinance #BusinessValuation #FinancialModeling #MarketDynamics #Gadeon #Investing #CompanyAnalysis

Chapters & Timestamps":
0:00 Introduction – Purpose and investment thinking
1:05 Why checklists aren’t enough in investing
2:15 Understanding management quality and strategy
4:50 What to look for in business models and cash flows
6:20 Market dynamics, scalability, and frameworks
7:30 Using Porter’s Five Forces and SWOT Analysis
10:00 Transitioning to financial data and analysis setup
11:00 How to import company data from the web
18:30 Fixing formatting and converting text to numbers in Excel
21:00 Analyzing margins and interpreting results
25:30 Final thoughts – How to form your investment judgment

Disclaimer:

This channel is not associated with any financial institution. All content is for entertainment purposes only and does not constitute financial advice. For investment guidance, consult a licensed professional. Neither this channel nor the hosts are responsible for any investment decisions made by viewers.