Financial Analysis That Actually Makes Sense
Markets are noisy. Investment decisions shouldn't be. We work with professionals who need clarity in the chaos—delivering research frameworks that cut through market chatter and focus on what genuinely matters for portfolio construction.
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How We Approach Market Intelligence
Most financial education throws formulas at you. We think differently. Our work centers on developing practical analytical judgment—the kind that holds up when markets get weird.
Context Over Formulas
Valuation models are fine, but understanding why a business actually works matters more. We spend time on industry dynamics, competitive positioning, and management incentives—not just plugging numbers into spreadsheets.
Risk Assessment Reality
Standard deviation doesn't capture real portfolio risk. We dig into leverage structures, liquidity concerns, operational vulnerabilities. The stuff that actually causes problems when markets turn.
Behavioral Patterns
Markets move on psychology as much as fundamentals. Recognizing sentiment extremes, positioning imbalances, and narrative shifts gives you edge that purely quantitative approaches miss entirely.
Macro Integration
Interest rates, currency trends, policy shifts—these affect everything but get treated as separate topics. We connect economic frameworks directly to security selection and portfolio construction decisions.
Communication Skills
Brilliant analysis means nothing if you can't explain it. We emphasize clear investment thesis writing, persuasive presentation structure, and handling tough questions from skeptical audiences.
Process Discipline
Consistency beats genius in the long run. Building repeatable research workflows, maintaining investment journals, conducting proper post-mortems—this is what separates sustainable performance from luck.
Our Research Framework
Business Quality Assessment
Start with understanding what actually creates value. Revenue quality, margin sustainability, capital efficiency. Look at customer concentration, supplier power, regulatory exposure. The fundamentals that determine whether a company can compound returns over time.
Competitive Position Analysis
Who else wants this business? What prevents competitors from taking market share? We examine switching costs, network effects, brand strength, distribution advantages. The moats that protect profitability when competition intensifies.
Management Evaluation
Capital allocation track record matters more than charisma. How do they handle downturns? What's their acquisition history? Are incentives aligned with long-term value creation? Red flags show up here before they hit financials.
Valuation Context
Price only matters relative to what you're getting. We look at valuation across cycles, peer comparisons, historical ranges. More importantly—what assumptions are embedded in current multiples and where might those break?
Scenario Planning
Base case, bull case, bear case. Then stress test further. What happens if margins compress 300 basis points? If growth stalls for three years? Building downside scenarios forces you to identify real risks before committing capital.
Built for Investment Professionals Who Want Depth
Generic finance courses cover the basics. We assume you already know those. Our programs target experienced analysts, portfolio managers, and research professionals looking to sharpen specific skills or fill knowledge gaps in their analytical toolkit.
Real Case Studies
Work through actual investment situations—companies that went bankrupt, acquisitions that destroyed value, turnarounds that worked. Learning from real outcomes beats hypothetical examples every time.
Industry-Specific Frameworks
Tech, healthcare, industrials, financials—each sector has unique metrics and risks. We provide specialized analytical frameworks tailored to how different industries actually operate and create value.
Flexible Learning Schedule
Our autumn 2025 cohort starts September, but materials are accessible on your timeline. Watch sessions when it suits your schedule. Focus on modules relevant to your current work.
Petra Lyngstad
Lead Research Analyst
Spent twelve years on the buy side before building these programs. I remember struggling with gaps between academic theory and actual investment practice—that disconnect is what we're trying to fix here.