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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?

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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

50 charting tricks every analyst should know

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

Behind the Bust: M&A Deals Gone Wrong

Behind the Scandals: Analyzing Historical Corporate Fraud

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

Buy-Side Insights: Exploring Investment Styles

Cracking the Beta Code: A Playlist for Analysts

Decrypting Alternative Data for Investment Wins

Elevate Your Analysis: The Ruthless Efficiency Mindset

Elevate your Charts: The power of Dynamic Labeling

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 can M&A deals be structured?

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

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

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

Unpacking Mean Reversion: A Fundamental Concept in Market Analysis

Unravelling Wall Street Speak: Inside Analyst Ratings

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

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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

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

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 the basics: Financial Modeling

Boss Inc: Instructor-led financial statement integration

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)

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Build out the debt model

Building an analytical code for multiples

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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

Charging Forward How Technology Is Shaping the Future of EVs

Chart Smarter: 12 Excel Tips for Impactful Data Presentation

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

Decoding Buffet

Decoding Dalio

Decoding Graham

Decoding Kahneman

Decoding Lynch

Decoding Munger

Decoding Sinek

Decoding the Sporting Greats

Decrypting Alternative Data for Investment Wins

Defending the Deal: M&A Bid Strategies Explained

Disaggregating equity value creation in LBO deals

Disaggregating value creation from your DCF

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

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

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

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

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

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Fundamental Valuation: Assess, Learn and Conquer

How big is your market? Analyzing potential market size

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How do Banks Work?

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How does High Frequency Trading influence equity valuation

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How Sustainable is the current Generative AI driven demand?

How to build a depreciation waterfall

How to build a Recap Model

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How to fix a broken model

How to fix broken models

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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

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?

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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

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Learning Pathways: Private Equity and LBO

Learning Pathways: The Investor's Mindset

Leases: RU capturing the full impact in your valuation

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

Minds and Markets: The Intersection of Philosophy and Investment Analysis

Minds and Mindsets: The Intersection of Philosophy and Investment Analysis

Modeling equity award dilution - capturing the full impact of dilution

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Navigating Multi-Series Charting in Excel for Better Insights

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

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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

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

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

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

Ten Excel formulas you should be using

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Ten shortcuts that will make you quicker than the pack

The Analytical Edge: Elevating the Thought Process in Investments

The Art of Investing: Assess, Learn and Conquer

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 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 end of cheap money: The impact on value

The Financial Modeler's Corner

The Fundamentals of building models

The Green Revolution How Climate Tech is Shaping Our Future

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

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The Short Side: Hedge Fund Secrets Unveiled

The Supply Chain Edge: Elevating Your Investment Strategies

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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 VIX, Wall Street's fear index

Understanding what portfolio managers do

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

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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 EPS accretion-dilution analysis and why does fail us?

What is Risk?

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

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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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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.

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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.

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