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Financial statement flow: Collins Inc

Collins Inc. is an introductory case study shows how financial statements connect and flow, bridging core accounting principles with skills to build robust three-statement models. Collins covers the accounting for trading, working capital, capex and capital structure.

Axel Inc. case study shows how financial statements connect and flow, bridging core accounting principles with skills to build robust three-statement models. Axel introduces the accounting for equity accounted investments, asset disposals, stock-based compensation and non-controlling interests.

Financial statement flow: Pretender Inc

Pretenders Inc. case study shows how financial statements connect and flow, bridging core accounting principles with skills to build robust three-statement models. Pretenders builds on the skills of Pretenders and further introduces the accounting for defined benefit schemes and leasing.

Rhiannon Inc. case study shows how financial statements connect and flow, bridging core accounting principles with skills to build robust three-statement models. Include equity accounted investments and defined benefit pensions

Financial statement flow: StarsInc

Stars Inc. case study shows how financial statements connect and flow, bridging core accounting principles with skills to build robust three-statement models. Include equity accounted investments, leasing stock-based compensation, leasing and defined benefit pensions

Our Excel StyleTemplate

Use our Excel Style Template to apply clean, consistent formatting to any model, improving clarity and professional presentation.

Jedi-Sith is an M&A combination model case study using real deal data to build a mini model with sources & uses, pro forma statements, adjustments and pre/post-money analysis.

Former UBS Managing Director Geoff Robinson—ranked #1 analyst in EMEA ten times—reveals the advanced modeling strategies that separate world-class analysts from the rest.

In this groundbreaking guide, he blends technical excellence with proven investment wisdom, surpassing traditional textbook approaches and revolutionizing the way you approach investment analysis.

All models are wrong, but some are useful
Las Vegas 2026
Microsoft World Financial Modeling Championship

My presentation at the Microsoft World Financial Modeling Championships, Las Vegas 2026 — exploring the philosophy behind financial models and building consistent investment theses.

I presented talk as part of my role as a Fellow at Durham University Business School. The talk focuses on how and where analysts fall down when pitching stocks to investors.

Embracing uncertainty in valuation
Finance Masters Program
Imperial College, London

I gave a talk at Imperial College for the Finance Masters on why analysts must embrace uncertainty in investment decisions — and how to do it.

I'm a little obsessed with fixing poor charts. This deck was delivered as part of a client event to over 300 sign ups, all clients of Jefferies.

TheInvestmentAnalyst.com is a global investment education and training business founded by Geoff Robinson, formerly a 10x Number 1 ranked analyst, and UBS Managing Director. Our InsightOne App is designed for individuals to develop real-life investment analysis skills through AI-powered coaching, market simulation and interactive data tools. Our In-Person Training delivers expert-led programmes for universities, corporate teams and financial institutions worldwide.

Financial statement flow: Collins Inc

Financial statement flow: Axel Inc

Financial statement flow: Pretender Inc

Financial statement flow: Rhiannon Inc

Financial statement flow: StarsInc

Our Excel StyleTemplate

M&A Model Build Template

All models are wrong, but some are useful
Las Vegas 2026
Microsoft World Financial Modeling Championship

How to pitch a stock
Fellowship Presentation
Durham University Business School

Embracing uncertainty in valuation
Finance Masters Program
Imperial College, London

Why are we so bad at charts?
Jefferies University Presentation
Jefferies

Download the App Today

Financial statement flow: Collins Inc

Financial statement flow: Axel Inc

Financial statement flow: Pretender Inc

Financial statement flow: Rhiannon Inc

Financial statement flow: StarsInc

Our Excel StyleTemplate

M&A Model Build Template

All models are wrong, but some are usefulLas Vegas 2026 Microsoft World Financial Modeling Championship

How to pitch a stockFellowship PresentationDurham University Business School

Embracing uncertainty in valuationFinance Masters ProgramImperial College, London

Why are we so bad at charts?Jefferies University PresentationJefferies

Download the App Today

All models are wrong, but some are useful
Las Vegas 2026
Microsoft World Financial Modeling Championship

How to pitch a stock
Fellowship Presentation
Durham University Business School

Embracing uncertainty in valuation
Finance Masters Program
Imperial College, London

Why are we so bad at charts?
Jefferies University Presentation
Jefferies