Table of Contents

• What’s New?: Thesis Map, Bridging the Gap between Multiples and DCF, Insights from Howard Marks

• What have you missed? 3,000+ digital assets: Highlights from the back catalogue

• InsightOne Launch Digital Flashcards: Accelerate your Learning

• Tech update: Multilingual UX improved

• Website Update: Unlocking a World of Knowledge: Navigating Our Expansive Digital Library

• One month free?: Unlock Your Financial Potential

• Do you want to talk about training and consultancy …

Morning, Afternoon, and Evening all,

As usual, we’ve got some great new content that is now live. We’ve looked deeply at Thesis Maps, the application gap between DCF and Multiples, and multi-asset investing. We’ve also just launched our new Digital Flashcards, which are very cool.

10x at #1: We will take that

Eighteen months after leaving UBS, I received news that left me a little lost for words: Fundamental Analytics has once again claimed the #1 spot in the Institutional Investor rankings (now rebranded as Extel). This marks our 10th time at the summit (across II and Extel), a milestone that calls for celebration. While we may be considered niche, what truly humbles me is the extraordinary circumstances of this victory. Despite not authoring any research, engaging with clients, or even appearing on the ballot, a significant number of clients took it upon themselves to write us in and cast their votes.

Let that sink in for a moment…

This unexpected triumph isn't just a win; it's a resounding affirmation of our work's enduring value. Moments like these remind me why we do what we do here at theinvestmentanalyst.com and through our InsightOne digital platform.

To say I'm grateful would be an understatement. This is more than an accolade—it's a powerful reminder that true excellence echoes long after you've left the stage.

Best wishes

Download the Apps: Sign up Using the INSIGHTONE code and get 30 days free access to everything.

What’s New?: Thesis Map, Bridging the Gap between Multiples and DCF, Insights from Howard Marks

We're thrilled to announce that a fresh batch of cutting-edge content is 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. Bridging the Gap between DCF and Multiples: Discover how Discounted Cash Flow (DCF) and multiple-based valuation techniques are not rivals but powerful allies in financial analysis. This program unveils the synergy between these methods, showing how each provides unique insights that enhance the other. Learn to distinguish between fundamental and trading multiples, and master the art of using DCF and multiples in tandem for more robust valuations. Elevate your financial modelling skills and gain a competitive edge in today's complex market landscape.

   

2. What is a Thesis Map, and how do you Build one? Learn thesis mapping for strategic investment analysis. This video series teaches analysts how to challenge market consensus and find overlooked opportunities. Construct maps to identify key stock drivers, assess market pricing, and run scenarios. Develop skills to articulate and support investment theses with evidence. It is ideal for experienced and aspiring analysts seeking to improve decision-making and spot market inefficiencies.

   

3. “It’s not supposed to be easy” Insights from Howard Marks: This engaging video series challenges common investing misconceptions and equips you with advanced strategies to navigate the complex financial world. You'll learn to avoid the pitfalls of herd mentality, embrace the counterintuitive nature of successful investing, and develop crucial second-level thinking skills. By exploring why following the crowd often leads to subpar returns and how to assess opportunities more effectively, you'll gain the ability to analyze beyond surface-level information and anticipate market movements.
   

   

4. Balancing Act: The Art of Multi-Asset Investing: Our video series "Balancing Act: The Art of Multi-Asset Investing " explores the intricacies of multi-asset investing. Delve into risk parity strategies, master tactical asset allocation, and explore the future of investment. Whether you're a seasoned professional or a curious newcomer, this playlist offers crucial insights into navigating today's complex financial markets. Tune in to refine your investment approach and stay ahead of emerging trends in the dynamic world of multi-asset portfolios.

   

What have you missed? 3,000+ digital assets: Highlights from the back catalogue

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.

InsightOne Launch Digital Flashcards: Accelerate your Learning

Yup, we are thrilled again! InsightOne announces the launch of our innovative new learning tool: Digital Flashcards. This exciting addition to our educational resources focuses on fundamental valuation and offers an impressive collection of 500 digital flashcards.

Drawing from the deep well of knowledge and experience of renowned expert Geoff Robinson, these flashcards provide a robust and convenient way to master critical concepts in valuation. Whether you're a beginner looking to build a solid foundation or a seasoned professional aiming to refine your skills, our Digital Flashcards series is designed to meet your learning needs.

This initial release represents the beginning of what we envision as a comprehensive learning resource. The digital format allows flexibility and accessibility, perfect for on-the-go learning or quick study sessions between meetings.

We invite you to explore this new tool and experience the benefits of focused, expert-curated content at your fingertips. Boost your valuation skills and stay ahead in your field with InsightOne's Digital Flashcards. Visit our website to learn more and start your journey towards mastering fundamental valuation today.

Tech update: Multilingual UX improved

Get ready to experience language learning like never before! InsightOne is proud to unveil a game-changing update to our platform that will transform how you engage with multilingual content.

🚀 Cutting-Edge Technology at Your Fingertips

Imagine seamlessly switching between languages mid-lesson or diving deep into cultural nuances without missing a beat. Our latest upgrades harness the power of advanced natural language processing to make this a reality:

• Real-time language switching: Effortlessly toggle between languages, opening up new understanding worlds.

• Enhanced translations: Experience the subtleties of language with our improved translation engine.

• Synchronized content across languages: Enjoy a consistent learning journey, no matter your chosen language.

🎥 A New Era for Multilingual Videos

We're thrilled to introduce our revamped video player – the crown jewel of this update. Prepare to be amazed by:

• Intuitive language selection: Choose your preferred language with just a click.

• Translated in-video content: Our Tech not only switches the voice translation but also translates the in-video content.

• Perfectly synced subtitles: Follow along effortlessly with improved subtitle accuracy.

🌍 Empowering Global Learners

Whether you're a language pro looking to refine your skills or a curious beginner exploring new linguistic territories, InsightOne supports your journey. Our latest updates reaffirm our commitment to tearing down language barriers and opening up a world of educational opportunities.

Ready to revolutionize your language learning experience? Log in to InsightOne today and discover the future of multilingual education!

These enhancements to InsightOne's multilanguage capabilities mark another step in our journey to innovate and improve your learning experience. We're confident these updates will make your educational journey on our platform even more rewarding and effective.

Website Update: Unlocking a World of Knowledge: Navigating Our Expansive Digital Library

At InsightOne, we're proud to offer an unparalleled wealth of digital resources:

• 3,000+ diverse digital assets

• 5,000 thought-provoking questions in our learning engine

• 500 newly added flashcards for quick study

With such a vast treasure trove of content, we understand the importance of making your journey through our platform seamless. That's why we're constantly innovating to enhance your content discovery experience.

Existing Features You Love

• Elastic Search: Find exactly what you need with our powerful search functionality

• Curated Content Carousels: Explore subject-specific collections

• Smart Recommendations: Discover content tailored to your interests

• Trending Topics: Stay up-to-date with the most popular subjects

Exciting New Additions

We're pleased to introduce two navigation tools:

1. Navigation Tiles:

   • Located on the landing page

   • Visual gateways to core subject areas

   

2. Key Skills Menu:

   • Prominently featured in the top bar

   • Quick access to essential subject matter

     

Both of these new features are meticulously organized around core subject areas, making it easier than ever to dive into the topics that matter most to you.

Experience the difference these enhancements make in your learning journey. Start exploring today and unlock the full potential of our extensive digital library!

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].

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.