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10 Podcasts every investment pro should listen to

A Bloomberg guide: Built by analysts for analysts

All Models are Wrong but some are useful (The Imperial Lecture)

Beat the crowd: Ten shortcuts that will make you quicker

Decoding Buffet

Embracing Scepticism to Enhance Financial Modeling Techniques

Excel Shorts: Brilliance from the basics (formatting)

Excel Shorts: Chart Hacks to Make you Quicker

Excel Shorts: Excel Deep Cuts (pulling External Data)

Excel Shorts: The Formula School (Dates)

Excel Shorts: The Formula School (Dynamic Arrays)

How to fix a broken model

How we think about best practice financial modeling

Investment Books I've Read, That You Might Have Missed

Know your App: Unleash the full EdTech functionality

My Top 10 podcasts episodes. Now.

The DNA of the Financial Statements: The building blocks of numbers

The Financial Modeler's Corner

Why are we so bad at charts?

What do you get in with our Premium subscription? (70+ digital programs)

10 more analytical tools to improve your stock picking

10 of the Dumbest things I heard in the markets

10 Podcasts every investment pro should listen to

10 things you probably don't know in Excel

15 analytical tools to improve your stock picking

50 charting tricks every analyst should know

500 Accounting and Analysis Flashcards

500 Fundamental Valuation Flashcards

A Bloomberg guide: Built by analysts for analysts

All Models are Wrong but some are useful (The Imperial Lecture)

Ashbury Park: Instructor-led cash flow derivation

Axel Inc Case Study

Badlands Inc: Financial Statement Construction

Balancing Act: The Art of Multi-Asset Investing

Beat the crowd: Ten shortcuts that will make you quicker

Behind the Bust: M&A Deals Gone Wrong

Behind the Scandals: Analyzing Historical Corporate Fraud

Beyond Asset Classes: Unveiling the Hidden Risk Concentrations in Diversified Portfolios

Beyond Banks: Exploring the World of Private Credit

Boss Inc: Instructor-led financial statement integration

Build models like a #1 ranked analyst (Standard bundle)

Buy-Side Insights: Exploring Investment Styles

Cashouts and Carve-Outs: An M&A Playlist

Cracking the Beta Code: A Playlist for Analysts

Decrypting Alternative Data for Investment Wins

Democratizing Finance: InsightOne Speaks the World's Languages

Dispersion, Deviations and Distributions

Elevate Your Analysis: The Ruthless Efficiency Mindset

Elevate your Charts: The power of Dynamic Labeling

Embracing Scepticism to Enhance Financial Modeling Techniques

Every valuation thesis needs two lenses: Line up your sights

Excel Shorts: Brilliance from the basics (formatting)

Excel Shorts: Chart Hacks to Make you Quicker

Excel Shorts: Excel Deep Cuts (pulling External Data)

Excel Shorts: The Formula School (Dates)

Excel Shorts: The Formula School (Dynamic Arrays)

Free Cashflow to Equity: Should we be using it.

How can M&A deals be structured?

How Loans Work….

How should Bayesian forecasting fit into the investment process?*

How to Build a Consistent Narrative

How to fix a broken model

How to pitch a stock like a pro

How we think about best practice financial modeling

Investment Books I've Read, That You Might Have Missed

Know your App: Unleash the full EdTech functionality

Let's get topical: Fundamental issues we see in the markets

My Top 10 podcasts episodes. Now.

Navigating Multi-Series Charting in Excel for Better Insights

Optimizing Model Formatting: Excel Styles for Analysts

Probabilistic modeling in Excel: Building in Sensitivities

Probabilistic modeling in Excel: Building Scenario Analysis

Some Deals are Dead Before the Ink is Dry: The Untold Truth of Offer Premium Dynamics

The DNA of the Financial Statements: Advanced accounting issues

The DNA of the Financial Statements: Building and analyzing cashflows

The DNA of the Financial Statements: Demystifying terminology

The DNA of the Financial Statements: Layered approach to accounting

The DNA of the Financial Statements: The building blocks of numbers

The Financial Modeler's Corner

The Math Analysts need to know

The Power of Insight: A Guide to Data Visualization for Investment Analyst

Understanding VIX, Wall Street's fear index

Unlock Capex Insights: Building Power Depreciation Waterfalls

Unpacking Mean Reversion: A Fundamental Concept in Market Analysis

Unravelling Wall Street Speak: Inside Analyst Ratings

Valuation 2.0: When Artificial Intelligence Meets Fundamental Valuation

Wall Street Walkthrough: Investment Bank Divisions Explained

What is Risk?

Why are we so bad at charts?

Why do analysts need to be storytellers?

Work Smart, Live Well: The Analyst's Roadmap to Success

What do you get in with our Premium Pro subscription? (250+ digital programs)

10 more analytical tools to improve your stock picking

10 of the Dumbest things I heard in the markets

10 Podcasts every investment pro should listen to

10 things you probably don't know in Excel

15 analytical tools to improve your stock picking

15 things great investors do

2024's Delicate Dance: Public and Private Valuations in a Shifting PE Landscape

50 charting tricks every analyst should know

500 Accounting and Analysis Flashcards

500 Fundamental Valuation Flashcards

A Bloomberg guide: Built by analysts for analysts

Advancing your analytical thinking

Alex Inc: Instructor-led financial statement integration

All Models are Wrong but some are useful (The Imperial Lecture)

An entrepreneurial approach to DCF: PVGO analysis

Analyzing Reinvestment and the Impact on Returns

Analyzing Revenue Potential: Essential Metrics for Analysts

Analyzing revenue potential: Essential metrics for analysts

Apple's $100billion buyback: A heavyweight Move with Pros and Cons

Ashbury Park: Instructor-led cash flow derivation

Axel Inc Case Study

Badlands Inc: Financial Statement Construction

Balancing Act: The Art of Multi-Asset Investing

Beat the crowd: Ten shortcuts that will make you quicker

Behind Closed Doors: Boardroom Analysis

Behind the Bust: M&A Deals Gone Wrong

Behind the Deal: An In-depth Look at M&A Analysis

Behind the Scandals: Analyzing Historical Corporate Fraud

Beyond Asset Classes: Unveiling the Hidden Risk Concentrations in Diversified Portfolios

Beyond Banks: Exploring the World of Private Credit

Beyond the basics: Financial Modeling

Boss Inc: Instructor-led financial statement integration

Bridging the Gap between DCF and Multiples

Build model that always balances: A layered approach to three statement modeling

Build models like a #1 ranked analyst

Build models like a #1 ranked analyst (Premium bundle)

Build models like a #1 ranked analyst (Standard bundle)

Build out the debt model

Building an analytical code for multiples

Building an implied equity market risk model

Building Investment IRR analysis into your fundamental work

Buy-Side Insights: Exploring Investment Styles

Can Companies Keep Increasing Returns?

Can pattern recognition help investors?

Can you build a robust equity bridge?

Capturing the modeling impact of NOLs

Capturing the value of intangibles

Cashouts and Carve-Outs: An M&A Playlist

Charging Forward How Technology Is Shaping the Future of EVs

Chart Smarter: 12 Excel Tips for Impactful Data Presentation

Cheap Yen, Expensive Tech: Unravelling the Japanese Connection to US Stock Markets

Coding the Books: Unveiling the Secrets of Software Revenue Recognition

Cracking the Beta Code: A Playlist for Analysts

Crunching Numbers: A Quantitative Approach to Fundamental Analysis

Data Centres: The Epicentre of the AI Revolution and Industry Disruption

Data Visualization: Assess, Learn and Conquer

Debt Dilemma: Corporate Borrowing in the Modern Economy

Decoding Buffet

Decoding Dalio

Decoding Graham

Decoding Kahneman

Decoding Lynch

Decoding Munger

Decoding Sinek

Decoding the Sporting Greats

Deconstructing ESG Risk: A Structured Path to Robust Valuation

Decrypting Alternative Data for Investment Wins

Defending the Deal: M&A Bid Strategies Explained

Democratizing Finance: InsightOne Speaks the World's Languages

Disaggregating equity value creation in LBO deals

Disaggregating value creation from your DCF

Dispersion, Deviations and Distributions

DNA of the Financial Statements I

DNA of the Financial Statements II

DNA of the Financial Statements III

Don't blindly accept Bloomberg betas

Elevate Your Analysis: The Ruthless Efficiency Mindset

Elevate your Charts: The power of Dynamic Labeling

Embracing Scepticism to Enhance Financial Modeling Techniques

Embracing the Complexity of Markets

EPS accretion-dilution analysis fails us... analyzing outside the box

Equity award dilution: How can you factor this into your work?

ESG Integration: Beyond the Checkbox - A Valuation Framework

ESG investing: Navigating the Green path

Evaluating Uber's $7billion Buyback: A Critical Analysis of Valuation

Every valuation thesis needs two lenses: Line up your sights

Excel Shorts: Brilliance from the basics (formatting)

Excel Shorts: Chart Hacks to Make you Quicker

Excel Shorts: Excel Deep Cuts (pulling External Data)

Excel Shorts: The Formula School (Dates)

Excel Shorts: The Formula School (Dynamic Arrays)

Failure to plan and you know what happens: Initial model design and planning

Financial Modeling: Assess, Learn and Conquer

Forecasting in Flux: Mastering Uncertainty with Fade Curve Analysis

Free Cashflow to Equity: Should we be using it.

From Champions League to Debt League: Inter-Milan's Journey into Private Equity

From entry to exit - LBO exit returns analysis

From Guesswork to Guidance: Understanding Consensus Data

From guesswork to guidance: understanding consensus data

From Numbers to Value: A Guide to Analyzing Investment Returns

Fundamental valuation essentials: What You Need to Know

Fundamental Valuation: Assess, Learn and Conquer

How big is your market? Analyzing potential market size

How can companies derisk their pension position?

How can Complexity Science alter the Investment Mindset?

How can M&A deals be structured?

How do Banks Work?

How do portfolio managers direct the optimization symphony?

How do you build a pro forma post-transaction balance sheet?

How does High Frequency Trading influence equity valuation

How does Sell-Side Research Work?

How Loans Work….

How should Bayesian forecasting fit into the investment process?*

How Sustainable is the current Generative AI driven demand?

How to Build a Consistent Narrative

How to build a depreciation waterfall

How to build a Recap Model

How to build scenario managers

How to build scenario-based sensitivity

How to build sensitivity analysis into your models

How to fix a broken model

How to fix broken models

How to model a stock buyback

How to pitch a stock like a pro

How to Setup a Workbook fir for Financial Modeling

How we think about best practice financial modeling

IFRS 18: A New Era of Transparency for Investor Analysis

InsightOne Assessment Sampler

Insights into Software and SaaS

Interview Prep: Behind the Question

Intrinsic insights with Robinson (Analysis)

Intrinsic Insights with Robinson (Valuation)

Investment Books I've Read, That You Might Have Missed

Is the Current Market Rally a Dot Com Echo?

It's not Suppose to be Easy: Insights from Howard Marks

Know your App: Unleash the full EdTech functionality

LBO Analytics and Modeling: Assess, Learn and Conquer

LBO exit playbook - Building at various multiples analysis

Learning from what the great investors do

Learning Pathways: Accounting and Analysis

Learning Pathways: Advancing your thinking

Learning Pathways: Financial Modeling

Learning Pathways: Fundamental Valuation

Learning Pathways: M&A Analytics and Modeling

Learning Pathways: Private Equity and LBO

Learning Pathways: The Investor's Mindset

Leases: RU capturing the full impact in your valuation

Let's get topical: Fundamental issues we see in the markets

M&A Analytics and Modeling: Assess, Learn and Conquer

Market Titans: Exploring Stock Concentration

Minds and Markets: The Intersection of Philosophy and Investment Analysis

Minds and Mindsets: The Intersection of Philosophy and Investment Analysis

Missed Opportunities" Alphabet's Lack of Major Acquisitions

Modeling a Complex Term Sheets

Modeling a Loan Term Sheet

Modeling equity award dilution - capturing the full impact of dilution

My Top 10 podcasts episodes. Now.

Navigating Multi-Series Charting in Excel for Better Insights

Nvidia: Beyond Comprehension: Counting Your Way to Nvidia's Market Capitalization

Nvidia's 10 for 1 Stock Split: Unlocking Accessibility and Liquidity

Nvidia's Soaring Price: A Fundamental Analysis and Valuation Perspective

Optimizing Model Formatting: Excel Styles for Analysts

Our DCF framework: The DNA of a DCF

Pathway to Net-Zero: ESG & The Carbon Market Fundamentals

Peloton and the Perils of Sentiment

Pension deficits: You might be working with the wrong numbers!

Private equity: Analyzing the exit

Private Equity: Investments, Impacts, and Insights

Private equity: Structuring the deal

Probabilistic modeling in Excel: Building in Sensitivities

Probabilistic modeling in Excel: Building Scenario Analysis

Recalibrating Markets: An Analysis of Correction Triggers and Implications

Reddit's Dual Class Shares: A Threat to Corporate Governance

Reshaping Business: The Art of Corporate Restructuring

Rethink your terminal value, it's probably not working!?

Retrospective Returns: Understanding Markets through History

Sharp formatting with styles in Excel

Shifting Tides in Pension Funding: Consequences for Investment and Valuation

Some Deals are Dead Before the Ink is Dry: The Untold Truth of Offer Premium Dynamics

Starbucks at a Crossroads: Evaluating Multifaceted Pressures on SBUX

Starbucks sacks its CEO: How does this create $21 billions of value

Strategic Analysis for Investment Analysts: Invest in what you know...

Streaming profits: Decoding Spotify's Investment Potential

Ten Excel formulas you should be using

Ten Excel tips your competition probably doesn't know

Ten shortcuts that will make you quicker than the pack

Ten Stories about Ten Charts

The $21 billion Question: Modeling Leadership impact at Starbucks

The Analytical Edge: Elevating the Thought Process in Investments

The Art of Investing: Assess, Learn and Conquer

The Art of Valuation: Navigating Coca-Cola's Tumultuous Tax Waters

The awesomeness of dynamic arrays in Excel

The Balanced Equation: Understanding Consistent Financial Narratives

The Convertible Bond Advantage: How Tech Companies Leverage the Stock Market Rally

The Curse of Perfect Memory: Investment Lessons from Funes the Memorius

The DNA of the Financial Statements

The DNA of the Financial Statements: Advanced accounting issues

The DNA of the Financial Statements: Building and analyzing cashflows

The DNA of the Financial Statements: Demystifying terminology

The DNA of the Financial Statements: Layered approach to accounting

The DNA of the Financial Statements: The building blocks of numbers

The Economics of Firms: Assess, Learn and Conquer

The Economics of Markets: Assess, Learn and Conquer

The end of cheap money: The impact on value

The Financial Modeler's Corner

The Folly of Forecasting

The Fundamentals of building models

The Global Technology Market at a Crossroads

The Green Revolution How Climate Tech is Shaping Our Future

The Invisible Billions: Coca Cola's tax Dispute and the Art of Financial Interpretation

The IPO Investor's Checklist- Ten boxes to tick before taking the plunge

The LBO Engine: Building the Sources and Uses of Funds Statement

The Math Analysts need to know

The Power of Insight: A Guide to Data Visualization for Investment Analyst

The Redditt IPO Enigma: Hope, Hype and the Search for Profitability

The Ripple Effect: How Leverage Shapes Markets and Minds

The Role of Quantum Computing in Shaping Future Markets (WIP)

The Short Side: Hedge Fund Secrets Unveiled

The Supply Chain Edge: Elevating Your Investment Strategies

The True Cost of Intel's Reset

Thinking about investment thesis building

Thinking about uncertainty

Thinking Out Loud: Analytical Adventures and Insights

Treading carefully as an analyst: pre-close announcement?

UBS's Share Price Reaction: Understanding the proposed effects of new regulation

Unchained & Untamed: Blockchain's Disruptive Force on Markets

Understanding Carried Interest in Private Equity

Understanding VIX, Wall Street's fear index

Understanding what portfolio managers do

Unlock Capex Insights: Building Power Depreciation Waterfalls

Unlocking Hedge Funds: Key Concepts and Strategies

Unpacking Mean Reversion: A Fundamental Concept in Market Analysis

Unravelling Wall Street Speak: Inside Analyst Ratings

Update your models, Quickly: Mapping the model

Using Sigmoid fade curves to forecast low viz cashflows

Valuation 2.0: When Artificial Intelligence Meets Fundamental Valuation

Visualizing exit return analysis in LBO deals

Wall Street Walkthrough: Investment Bank Divisions Explained

Was Munger right, is EBITDA BS earnings?

What is a Fermi problem and how is it useful to investment analysts?*

What is a multiple - the good, bad and the ugly

What is a Thesis Map and How do you Build one?

What is EPS accretion-dilution analysis and why does fail us?

What is Risk?

What is the "outside" view and how can this help analysts?*

What Makes the Magnificent Seven, Magnificent?

When DCF goes Rogue (The Imperial Lecture)

When is an outlier, an outlier?

When to Sell?

Where is the future of food

Which multiple, when?

Why and how do investors manage downside risk?

Why are we so bad at charts?

Why do analysts need to be storytellers?

Why do analysts struggle to model the downside?

Why does being human flaw investment analysis? Dealing with biases

Why we love iROIC and why you should too

Work Smart, Live Well: The Analyst's Roadmap to Success

You paid, what?! Is the deal dead before the ink is dry?

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Tired of generic interview advice that leaves you sounding like everyone else? Written by Geoff Robinson who has conducted countless interviews, this insider's guide reveals what really happens on the other side of the table. Learn not just what questions to expect, but why they're asked and how to craft answers that genuinely impress.

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At theinvestmentanalyst.com, we believe in the transformative power of knowledge and its ability to reshape the financial landscape. Our purpose is to democratize access to elite-level investment insights, bridging the gap between theoretical understanding and real-world market expertise.

We're driven by the conviction that better-educated investors create a more efficient, ethical, and prosperous financial ecosystem for all. Our mission is to empower the current and next generation of analysts and investors, fostering a culture of continuous learning and critical thinking that elevates the entire investment industry.

We achieve our mission by leveraging a unique combination of validated market experience and cutting-edge educational technology. Our platform is built on the expertise of Geoff Robinson, an ex-UBS Managing Director and ten-time number-one ranked analyst, ensuring that our content reflects current market issues and practical insights.

We utilize state-of-the-art EdTech to deliver this knowledge in engaging, accessible formats across multiple languages and platforms. Our approach goes beyond traditional textbook learning, encouraging lateral thinking and the application of dynamic frameworks that respond to the complexities of modern markets. We foster a community of learners, facilitating peer-to-peer knowledge exchange and professional growth.

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Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey, he also built their Ed-Tech platform, the Research Academy. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner.

Geoff is one of seven people globally to hold the Master of Financial Modelling designation. He also a Fellow of the Institute of Chartered Accountants in England and Wales and a Chartered Financial Modelling and Valuation Analyst. Outside of work, Geoff is also a PADI Dive Instructor, addicted to vinyl and loves going to live gigs (shout out to BanquetRecords.com), and he holds NED positions with several start-ups around the globe.

Juan Luis Perez, a distinguished authority in finance and former Global Head of Research, Data, and Analytics at UBS, revolutionized the landscape of financial research and analysis during his tenure.

Under his guidance, Geoff Robinson's Fundamental Analytics franchise at UBS secured the top spot in rankings. Juan Luis's influential thought leadership in behavioral finance and neuroeconomics left an enduring impact on Geoff, shaping the core principles of theinvestmentanalyst.com. We are privileged to count Juan Luis as a mentor to our platform.

Having previously held a similar role at Morgan Stanley, his leadership at UBS propelled the firm to the pinnacle of Institutional Investor global rankings, significantly influencing global financial strategies. Juan Luis is acknowledged for pioneering advanced analytical tools that elevated the strategic capabilities of financial institutions worldwide.

While his reputation is primarily associated with his groundbreaking work at UBS, he actively mentors theinvestmentanalyst.com, imparting his knowledge through speaking engagements and publications, further solidifying his influential position in the finance industry.

Barry Hurewitz, the visionary behind UBS Evidence Lab and former Global Head of Evidence Lab Innovations, played a crucial role in shaping the #1 ranked Fundamental Analytics franchise led by Geoff Robinson. His impactful thought leadership at UBS has made a lasting impression on Geoff and, consequently, on the DNA of the investmentanalyst.com investment EdTech platform.

Barry continues to be a highly esteemed mentor to the platform, and we express immense gratitude for his presence on our advisory board.

Prior to leading Evidence Lab, Mr. Hurewitz served as the Global COO for UBS Investment Research. Under his leadership, Institutional Investor magazine recognized UBS Research as the top global equity research provider, with over 700 UBS professionals covering mor e than 3,000 stocks across global markets.

Before joining UBS, Mr. Hurewitz held the role of Global COO of Investment Research at Morgan Stanley from 2000 to 2013. During his tenure, he founded Morgan Stanley's primary research practice, AlphaWise. Preceding his time at Morgan Stanley, Mr. Hurewitz served as Executive Vice President and General Manager of CNN/Money and worked as a consultant at McKinsey & Company. Mr. Hurewitz earned his MBA from Harvard Business School in 1995, graduating with the highest distinction as a Baker Scholar.

Jason MacKay is a seasoned finance professional with a wealth of experience in the investment industry. He holds a degree in History from Durham University and embarked on his career at SG Warburg. Jason's expertise and drive led him to secure a role as Managing Director on the Proprietary Trading desk at Morgan Stanley. Recognized for his exceptional skills, Jason joined GLG Partners, where he managed an impressive $3 billion of assets as Co-Head of GLG's UK Select Equity Fund alongside John White. His strategic insights, extensive market knowledge, and ability to identify investment opportunities contributed to the fund's success.

Today, Jason MacKay, having moved away from GLG in 2010, has diversified his interests as an angel investor and brings his expertise to TheInvestmentAnalyst.com as one of our esteemed senior advisors.

Neil Pande is a finance and education expert with 25 years of experience in instructional design and delivery. Neil's forte lies in his pragmatic approach to finance and uncanny ability to simplify and elucidate complex technical areas.

His proficiency earned him a place on the #1 ranked Fundamental Analytics team at UBS, a testament to his skills and understanding of financial markets. Moreover, Neil was the lead instructor at the UBS Research Academy, the financial institution's innovative EdTech platform, where he was instrumental in shaping and delivering the curriculum.

A Cambridge History graduate, he is a Fellow of the Institute of Chartered Accountants in England and Wales and a CFA Charterholder. Neil's unique blend of academic knowledge and practical expertise makes him a highly sought-after professional in the industry.

Monica King is a seasoned professional serving as the Operations Director at TheInvestmentAnalyst.com. With her extensive expertise in logistics, operations, finance, and digital operations, Monica plays a vital role in ensuring the smooth and efficient functioning of the company.

Monica's business acumen and proficiency in operational processes contribute to optimizing resources, streamlining workflows, and implementing best practices. Moreover, her adeptness in leveraging digital technologies enhances the company's digital operations, facilitating seamless communication, collaboration, and delivery of services.

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Embracing technology: The future of investment education at theinvestmentanalyst.com

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50 charting tricks every analyst should know
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