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Master the market with TheInvestmentAnalyst.com's curated Investment EdTech portfolio, the industry's largest and most trusted. Sharpen your edge with deep fundamental analysis, investment thesis building, and powerful visualization tools.

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digital assets

playlists

years of market experience

What do you get for free?

10 podcasts every investment pro should listen to

15 things great investors do

A Bloomberg guide: Built by analysts for analysts

Beat the crowd: Ten shortcuts that will make you quicker

Decoding Buffet

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

The DNA of the Financial Statements: Demystifying terminology

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

The Financial Modeler's Podcast

Why are we so bad at charts?

What do you get in with our Premium subscription? (450+ digital assets)

10 of the Dumbest things I heard in the markets

10 things you probably don't know in Excel

50 charting tricks every analyst should know

A Bloomberg guide: Built by analysts for analysts

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

Evaluating Uber's $7 Billion Buyback: A Critical Analysis of Valuation and Capital Utilization

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

Navigating Multi-Series Charting in Excel for Better Insights

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

Optimizing Model Formatting: Excel Styles for Analysts

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

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

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 Math Analysts need to know

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

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

Understanding VIX, Wall Street's fear index

Unpacking Mean Reversion: A Fundamental Concept in Market Analysis

Unraveling 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

What do you get in with our Premium plus subscription? (1,700+ digital assets)

10 of the Dumbest things I heard in the markets

10 things you probably don't know in Excel

15 analytical tips to improve your stock picking

15 things great investors do

50 charting tricks every analyst should know

A Bloomberg guide: Built by analysts for analysts

Advancing your analytical thinking

An entrepreneurial approach to DCF: PVGO analysis

Analyzing revenue potential: Essential metrics for analysts

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

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)

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 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

Covertible debt: Untangling the knots of complexity

Cracking the Beta Code: A Playlist for Analysts

Crunching Numbers: A Quantitative Approach to Fundamental Analysis

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

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 $7 Billion Buyback: A Critical Analysis of Valuation and Capital Utilization

Every valuation thesis needs two lenses: Line up your sights

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

Forecasting in Flux: Mastering Uncertainty with Fade Curve Analysis

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

How big is your market? Analyzing potential market size

How can companies derisk their pension position?

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 should Bayesian forecasting fit into the investment process?*

How to build a depreciation waterfall

How to build a recap into a LBO 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 we think about best practice financial modeling

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

Know your App: Unleash the full EdTech functionality

LBO exit playbook - Building at various multiples analysis

Learning from what the great investors do

Leases: RU capturing the full impact in your valuation

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

Minds and Markets: The Intersection of Philosophy and Investment Analysis

Modeling equity award dilution - capturing the full impact of dilution

Navigating Multi-Series Charting in Excel for Better Insights

Nvidia's Soaring Stock 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

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

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

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

The Analytical Edge: Elevating the Thought Process in Investments

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 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 Math Analysts need to know

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

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

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

The Short Side: Hedge Fund Secrets Unveiled

Thinking about investment thesis building

Thinking about uncertainty

Thinking Out Loud: Analytical Adventures and Insights

Treading carefully as an analyst: pre-close announcement?

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

Unraveling Wall Street Speak: Inside Analyst Ratings

Update your models, Quickly: Mapping the model

Using Sigmoid fade curves to forecast low viz cashflows

Visualizing exit return analysis in LBO deals

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?*

When DCF goes Rogue (The Imperial Lecture)

When is an outlier, an outlier?

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

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Unlock our Extensive Digital Content Library, Dive into Expert Insights on Accounting, Analysis, Financial Modeling, and Valuation. Access our highly acclaimed financial modeling series, "Build Models Like a #1 Ranked Analyst," and empower yourself with our Strategic Analysis for Analysts: Invest in What You Know.

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Build models like a #1 ranked analyst series
Strategic analysts for analysts
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Subscribers enjoy privileged access to our entire range of analyst-curated content, which includes our in-depth Fundamental research platform, "Intrinsic Insights with Robinson," our comprehensive library of downloadable financial models and our full FHD video library, providing them with the essential tools for thorough analysis.

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Intrinsic insights with Robinson
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Analyst podcasts and insights

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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.

The largest Investment EdTech digital portfolio in the market

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What do you get in with our Premium subscription? (450+ digital assets)

What do you get in with our Premium plus subscription? (1,700+ digital assets)

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14-day free trial

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The largest Investment EdTech digital portfolio in the market

What do you get if you subscribe?

What do you get for free?

What do you get in with our Premium subscription? (450+ digital assets)

What do you get in with our Premium plus subscription? (1,700+ digital assets)

The InsightOne digital platform Choose your subscription tier and 14-day free trial

Free plan

Premium plan14-day free trial

Premium plus plan14-day free trial

Who we are

Featured links

Connect with us

Download our Apps

Free downloads:

The InsightOne digital platform
Choose your subscription tier and 14-day free trial

Premium plan
14-day free trial

Premium plus plan
14-day free trial