Our DCF framework:
The DNA of a DCF

  • Author:
    Geoff Robinson
  • Level:
    Intermediate to Advanced
  • Study time:
    Always adding content
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Course overview
As both an analyst and educator, I strongly advocate for the use of Discounted Cash Flow (DCF) valuations as a primary tool for appraising value. Yet, I am acutely aware of the potential shortcomings when wielded improperly, turning it into a flawed instrument.

Missteps in DCF can easily go unnoticed, embedding significant errors in valuation. To mitigate this risk, I have crafted the "DNA of a DCF" framework. This structured approach not only guides my interrogation process as I formulate investment theses but also helps in identifying and rectifying any discord between the narrative and the numbers. This framework is a fundamental aspect of my approach to investment analysis, ensuring the rigorous application of DCF.

What's included?

  • Fundamental research written by Geoff Robinson
  • Analyst-curated insights
  • Embedded podcasts
  • Embedded videos
  • Downloadable models, where applicable

Who should read this?

This report is designed for financial analysts, investment professionals, and students of finance who seek a deeper understanding of Discounted Cash Flow (DCF) analysis. It is particularly beneficial for those looking to refine their valuation skills, align investment narratives with financial data, and apply a structured approach to evaluating investments.

Moreover, it caters to seasoned practitioners interested in enhancing the robustness of their valuation models and to educators in search of effective frameworks to teach DCF methodologies. Whether you are fine-tuning your investment thesis or endeavoring to teach the intricacies of fundamental analysis, this report can serve as a valuable resource.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.
We believe, you could not be in better hands.

Geoff Robinson FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
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 8x in the EMEA Institutional Investor Survey. 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. He brings this passion to TheInvestmentAnalyst.com.