Don’t ignore the macro environment
Micro-economics: Is management’s strategy paying off?
Micro-economics: Reading financial statements
Drivers of valuation, and how big investors think
Coping with the DIY investors’ natural disadvantages
Putting it all together
Investing Masterclass: Think Like an Analyst
Investors' Chronicle's new e-learning course, Investing Masterclass, is an on-demand course led by our experts to help you make informed decisions to level up your investing skills and decision making. There are 6 core modules in the course, and you will be able to watch and learn at your own pace to ensure you come away with actionable ideas and methods to take your investing skills to the next level.
Think like an Analyst, led by Robin Hardy
In this first masterclass, Robin Hardy will share his expertise as an analyst and proven techniques to assess a company's financial health, identify potential red flags, take into account cyclical trends, and determine fair valuations. The Masterclass will delve into key financial reports and statements, ensuring you can extract valuable information and make informed decisions in the world of investments.
Course modules:
Key Learning Points
Discover how to stay clear of the common pitfalls of investing in companies that may seem robust individually but are adversely affected by cyclical shifts in the market.
Dive deep into the art of reading balance sheets and other financial statements. Explore how to assess a company's financial structure and detect potential red flags on the horizon
Gain insights into sectors that are suitable for investors with less technical expertise. Learn the art of spotting warning signs in management statements.
Learn to interpret the primary sources of financial data that companies are mandated to disclose. Understand how to identify improving trends and effectively benchmark a company against its peers.
Master the key financial ratios and understand how to use them to gauge a company's valuation.
Put your newfound knowledge into practice by constructing a well-balanced investment portfolio. Develop positive habits to guide your investment journey effectively.
Meet the Instructor
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Robin is a former City analyst with over 30 years of experience. He has won various awards ranging from top rated analyst by fund managers, best rated analyst by companies and top stock picker awards. His career includes time as an analyst at Panmure Gordon, an investment research consultant at Shore Capital Markets, and an equity investment analyst at Peel Hunt LLP. He has worked for four small & mid cap broking firms in London, and covered a range of sectors & industries: construction, building materials, real estate, housebuilders, internet companies, telecoms hardware and chip manufacturers. He is also an Investors’ Chronicle writer, covering investments, stocks, shares, and more.
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Investors' Chronicle (IC) has supported private investors in the UK for many decades by highlighting rewarding opportunities and the risks to avoid. Whatever your experience, we are here to help. Whether you invest in funds or enjoy managing your own portfolio of individual shares, or a mix of both, we offer an unrivalled package of investment ideas, analysis and research, and lots more, to help you build a secure financial future. We research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life.
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