Translating Metrics: How Analysts Decode Financial Reality
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
2-3 hours
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Course overview
This playlist demystifies the hidden layers of financial reporting, tackling everything from M&A amortization and non-GAAP metrics to the true meaning behind “organic growth.” It explores how analysts should interpret company disclosures, footnotes, and adjustments that often mask underlying realities.
Whether it’s the illusion of expense through intangible amortization or the distortion of growth through aggressive add-backs, each episode sharpens the viewer’s ability to see past headline figures. With a focus on real-world translation of accounting signals into investment insight, this is essential viewing for anyone working at the intersection of metrics, markets, and meaning.
Whether it’s the illusion of expense through intangible amortization or the distortion of growth through aggressive add-backs, each episode sharpens the viewer’s ability to see past headline figures. With a focus on real-world translation of accounting signals into investment insight, this is essential viewing for anyone working at the intersection of metrics, markets, and meaning.
What's included?
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10 videos
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Decode the metrics, read between the lines, and sharpen your insight into what companies are really telling the market.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
This playlist is essential for equity analysts, investment professionals, and corporate finance teams seeking to refine their metric literacy. If you interpret earnings reports, assess growth stories, or question what’s really driving valuation multiples, these videos will enhance your toolkit and sharpen your critical lens.
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.
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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 9x 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.
Who we are
Our investment training consultancy aims to empower professionals in the investment management industry by providing comprehensive and innovative training solutions. Through instructor-led sessions and cutting-edge digital resources, we aim to equip individuals with the knowledge, skills, and tools necessary to excel in their roles and navigate the ever-evolving landscape of investment management.
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