Instructor-led walk-through:
Boss Inc (Financial statement integration)

  • Author:
    Geoff Robinson
  • Level: 
    Early to mid-career
  • Study time:
    3-4 hours
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Also available on our Premium subscription plan

Course overview
This playlist contains a series of instructor-led debrief videos for the case studies used in our Investment Analyst Program.

Each video provides an in-depth analysis and discussion of a specific case, highlighting key insights, methodologies, and best practices in investment analysis. The instructors break down complex scenarios, explain critical decision-making processes, and offer expert perspectives on various investment strategies. These videos serve as valuable reference materials for analysts, allowing them to revisit and reinforce important concepts covered during the program.

By reviewing these debriefs, analysts can deepen their understanding of financial modeling, valuation techniques, risk assessment, and market dynamics. The playlist is designed to be a comprehensive resource that analysts can refer back to throughout their careers, helping them apply theoretical knowledge to real-world investment scenarios.

These videos are also available as part of our Premium Plus subscription tier

What's included?

  • 20 videos
  • Delivered by Geoff Robinson, ex UBS MD and #1 ranked analyst
  • Accounting from an analysts perspective, focussing on model building.
  • On-desk application

Who should watch this playlist? 

These debrief videos are primarily intended for participants and graduates of our Investment Analyst Program. Current analysts should watch them to reinforce their learning and prepare for assessments, while program alumni can use them for ongoing professional development. The videos are also valuable for senior team members mentoring junior analysts, as they provide a standardized explanation of key concepts.

Additionally, prospective program participants may find these videos useful to gain insight into the program's content and learning approach. Anyone involved in investment analysis within the organization can benefit from these concise, expert-led case study reviews to refine their analytical skills and decision-making processes.

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
ABOUT Geoff
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.