Table of Contents

• I’ve worked out our Why and I’d like to share it with you.

• Multilingual Content is making waves on the platform

• More new content

• A dose of Economics can go a long way…

• The Dual Lens of Economics: Empowering Investment Analysts

• One month free?: Unlock Your Financial Potential

• Highlights from the back catalogue

• Want to talk about training and consultancy? Book …

  • Clients do say the nicest things…

  • Learn something new: How do the numbers flow?

Morning, Afternoon, and Evening all,

Even though it’s mid-August, it’s still been a busy time here at theinvestmentanalyst.com - I was hoping August was going to be the calm before the storm (we’ve got a lot of instructor-led work coming at us in the remaining part of Q3 and into Q4). I’ll confess it could be worse - I’m putting this newsletter together looking out on the view below. So I’ve got nothing to moan about. Life is good.

Have a skim of the newsletter below and you’ll see what we’ve got for you. If you don’t have access to Premium Plus, grab the free trial. I’ve still got the one-month free offer up and running (to be honest, I forgot to take it down!). Click the link in the content bar above, and we’ll walk you through the signup process.

Best wishes

I’ve worked out our Why and I’d like to share it with you.

About a decade ago, I first encountered Simon Sinek's "Start With Why" concept. While it resonated with me, I didn't get around to applying it to my work. Recently, I decided to revisit his ideas and apply them to my project, TheInvestmentAnalyst.com.

I realized I had been fixated on the 'What' and 'How' of my platform, neglecting the crucial 'Why'. Diving into this question was challenging but enlightening. As I explored our core purpose, the 'How' and 'What' began to fall into place naturally.

This process brought unexpected clarity. Decisions that once seemed difficult became more straightforward. Some features I had insisted on suddenly appeared less critical in light of our newly defined 'Why'.

By the end, I felt a renewed sense of focus and direction. "Starting with Why" provided a valuable framework for our platform, informing our strategy and reigniting my passion for the project.

For those feeling stuck, I recommend exploring your core 'Why'. It's not always easy, but the clarity it provides can be transformative.

This our “Why”

Multilingual Content is making waves on the platform

As you saw (or maybe didn’t - shame on you!) in the previous iteration of this newsletter, we’ve started to roll out multilingual content on the platform, using our digital avatar technology.

We’ve started producing all of our new avatar-based content using this new feature. The content will be hosted in the appropriate subject areas. However, to make this new functionality easy to find, we’ve set up a dedicated “Multilingual content” carousel on the platform’s landing pages.

Initial feedback has been impressive, as we’ve tested the content with local and native speakers. We are beta testers for the software providers and have already provided them with ideas and suggestions. That said, having watched how this technology has evolved over the last three years, our expectations are high, and we expect the evolution glide path to be steep. We can’t wait to see where this technology goes.

Our initial language coverage focuses on the ten most used languages in finance and investing:

1. English

2. Arabic

3. Chinese (Simplified Mandarin)

4. French

5. German

6. Hindi

7. Italian

8. Japanese

9. Portuguese

10. Spanish

We are committed to producing all new relevant content using our new multilanguage technology. This content will be available across all of our subscription tiers.

Look at the video below, and I’ll explain the new technology and how to access it on the platform.

Why are we so focused on this Tech: The Power of Multilingual Learning

Imagine a world where language is no longer a barrier to education. With InsightOne's multilingual capabilities, we're making this vision a reality. Here's how this feature is revolutionizing our platform:

1. Global Accessibility: Students from diverse linguistic backgrounds can now access high-quality educational content in their native language, ensuring that knowledge isn't limited by language proficiency.

2. Inclusive Education: We're breaking down barriers for non-native speakers in predominantly monolingual educational systems, promoting equity in learning opportunities.

3. Cultural Competence: By interacting with avatars in various languages, learners gain exposure to different cultures and ways of expressing ideas, fostering global awareness and cultural sensitivity.

4. Language Learning Support: Our platform offers an immersive environment for those studying a new language to practice and improve their skills with patient, ever-ready AI tutors.

5. Collaborative Learning Across Borders: Students from different countries can now collaborate on projects, overcoming language differences with our real-time translation capabilities.

As we continue to refine and expand our multilingual capabilities, we're excited about the possibilities this opens up for personalized, adaptive learning. In the future, we envision a system that can communicate in multiple languages and adapt its teaching style to culturally specific learning preferences and educational approaches.

At InsightOne, we believe that knowledge should know no borders. With our multilingual AI avatars, we're not just teaching—we're connecting minds across the globe, fostering understanding, and paving the way for a more inclusive educational future.

Stay tuned for more updates as we continue to push the boundaries of what's possible in EdTech. The world is our classroom, and at InsightOne, we ensure everyone has a seat.

More new content: Complexity of Markets, The Impact of AI on Fundamentals

We're thrilled to announce a fresh batch of cutting-edge content now available on the InsightOne App. Whether you're a seasoned investor or just starting your financial journey, our latest offerings are designed to sharpen your skills and broaden your perspectives.

What's New on InsightOne?

1. Embracing the Complexity of Markets: In the last few months, I’ve become somewhat obsessed with this complexity science idea. It’s idea that inextricably is linked to my ideas around the consistency of investment narratives and how consistency flaws are the cornerstone of forecasting issues with analysts. These five videos hopefully will provide you with deeper insights and how to think about complexity and adpative systems when forecasting. Available to Premium Plus subscribers.

   

2. Valuation 2.0: When Artificial Intelligence Meets Fundamental Valuation: You’d have to have been stranded on a desert island to have missed all the chat about AI over the last few years. That said, I’ve seen very little on how analysts should incorporate AI's new factor into their fundamental valuation. So naturally, we’ve taken a look. I suspect this is a topic we will be revisiting time and again.

   

3. How to build a consistent FCFF narrative: The lack of a consistent investment thesis is, for me at least, the single most common error I have seen in analyst forecasts over the year. I think this stuff is hard—after all, we are trying to capture a company’s future (which I’d describe as a complex, adaptive system) in a financial model. But there are some relatively straightforward ideas and frameworks we can all integrate into our work to help us achieve better consistency in our forecasting. Watch these videos and you’ll produce better forecasts, I’m sure.

   

Why These Topics Matter

In today's rapidly evolving financial landscape, staying informed and adaptable is key. From embracing new scientific approaches to mastering essential tools and techniques, this new content is curated to give you a competitive edge.

Ready to Dive In?

Log into your InsightOne App now to access these exciting new resources. Each content is designed to be informative and actionable, helping you apply new concepts directly to your financial decision-making process.

Don't have the InsightOne App yet? Visit our website to download it and start your journey towards financial mastery today!

Stay curious, stay informed, and happy learning!

A dose of Economics can go a long way…

I acknowledge that my opinion is biased here. I love a bit of Economics. It’s one of a few subjects from a short list of subjects I feel passionate about (I’m sure you can guess the rest of my shortlist!). I studied this subject at A-Level and as a degree. I’ve forgotten more than I remember - that I know. But what I can say, the knowledge I have retained, I do use on a regular basis when forecast and when I am trying to build an investment thesis.

Unfortunately, if you are coming into the industry with a background in Economics, it is a subject that get only a little attention. There is some content in CFA. But most graduate programs, mainly due to time constraints, don’t touch on the subject matter. And I think this is a miss.

So for this reason, I am working on introducing some Economics content to the InsightOne platform. The first release is “The Economics of Firms: Assess, Learn and Conquer”. This is an assessment based program based on an initial bank of 500 multiple choice questions (this number will grow), focused on testing the understanding of the Economics of firms - essentially Microeconomics. Each time you open up the assessment, InsightOne will pull together a randomized set of 30 questions to help test your knowledge. Each questions has a detailed answer to accompany each questions - so there is a comprehensive learning opportunity with each question. Check out the new program below:

The Dual Lens of Economics: Empowering Investment Analysts

In finance and investing, successful investment analysts rely on a powerful combination: understanding both micro and macroeconomics. This dual perspective is crucial for crafting accurate forecasts and making informed investment decisions.

• Microeconomics offers a close-up view, allowing analysts to:

• Evaluate company performance within specific market dynamics

• Assess industry trends and competitive landscapes

Macroeconomics provides the big picture, enabling analysts to:

• Understand economics cycles and their impact on various sectors

• Anticipate the effects of monetary and fiscal policies

• Navigate global economics trends and their far-reaching consequences

By blending these perspectives, investment analysts can:

• Create more comprehensive and adaptable forecasts

• Identify correlations between company-specific factors and broader economics trends

• Identify correlations between company-specific factors and broader economics trends

• Communicate more effectively with diverse stakeholders

In today’s interconnect markets, the ability to seamlessly integrate micro and macro insights is not just an advantage - it’s a necessity. Analysts who master this approach don’t merely predict the future; they provide the visions needed to shape it, guiding investments that can transform industries and economies.

As markets evolve, this holistic economic understanding will increasingly distinguishes exceptional analysts, enabling them to navigate uncertainties and uncover opportunities hidden to others.

One month free?: Unlock Your Financial Potential

Haven't explored our platform yet? Here's your chance to access the world's most comprehensive financial knowledge:

• 3,000+ curated digital assets

• 4,000+ interactive questions

• Cutting-edge EdTech

• Structured learning paths

• iOS and Android apps for mobile learning

• 100% analyst-curated content with #1 ranked pedigree

In today's financial landscape, average knowledge isn't enough. What you don't know can be your biggest liability. We're the choice of elite institutions worldwide, and now we're offering you the same advantage.

Ready to elevate your expertise? Use this exclusive code for a FREE month of our premium subscription. Don't just keep up—stay ahead.

Invest in yourself. Your future self will thank you.

Feel free to share this code. Our mission: Show you what you're missing out on!

INSIGHTONE

• Use the INSIGHTONE code

• Click this link

• Sign up and enter the discount code (INSIGHTONE)

• Click Redeem

• Then download the App (iOS or Android) and get going anywhere.

We’ve also put together a punchy video of the InsightOne platform - no chat - just some flash graphics and music showing off InsightOne at its best. If you have 100 seconds, take a look at this short video:

So, I think we are doing the right stuff. I know I can’t and don’t think of everything, so let me know if you have any ideas or feedback. I’m on [email protected].

Highlights from the back catalog

Now that we’ve built a pretty extensive portfolio of digital assets, we can explore the vault and highlight a few programs you might have missed.

What are our clients saying about us?

Learn something new: The Art of Valuation in the Age of AI

In the rapidly evolving landscape of investment analysis, a new factor is reshaping how we value companies: artificial intelligence. Our latest video, "The Art of Valuation in the Age of AI," takes you behind the scenes of this revolutionary shift. Watch as we explore how seasoned investment analysts adapt their valuation methods to account for AI's profound impact on businesses. This insightful journey into the intersection of finance and cutting-edge technology will equip you with crucial knowledge for navigating today's dynamic market. Don't let AI catch you off guard – click through to watch "The Art of Valuation in the Age of AI" and stay ahead in the new era of investing.

The full video playlist is available on the InsightOne platform:

Have you not downloaded the Apps yet?

The InsightOne App is live and available for download on the App Store and Google Play. Click on the images, and we will take you to the relevant App Store.