Investment Analysis Learning Resources
Real financial concepts taught by professionals who've spent years analyzing markets. Our materials focus on building practical skills through actual case examples and documented research methods.
Learn From Working Professionals
Our instructors maintain active careers in financial analysis. They bring current market perspectives and real-world challenges into every lesson they prepare.
Desmond Quilario
Equity Research Specialist
Spent eight years building valuation models for Asian markets. His materials focus on breaking down company financials into understandable components.
Tiberius Lockridge
Fixed Income Analyst
Works with bond portfolios and teaches yield curve analysis. His approach emphasizes understanding market signals through actual trading data.
Caspian Veerhoff
Portfolio Risk Manager
Manages risk assessment for institutional clients. Creates study materials that explore how professionals measure and respond to market volatility.
Available Study Materials
We've organized our resources around specific topics rather than generic courses. Each collection contains working papers, calculation examples, and documented methodologies you can reference.
Technical Analysis Papers
Chart patterns, indicator calculations, and backtested strategies with actual performance data from 2020-2024.
Valuation Frameworks
DCF models, comparable company analysis, and precedent transaction studies with step-by-step breakdowns.
Risk Measurement Methods
VaR calculations, stress testing approaches, and portfolio correlation studies based on market scenarios.
Financial Statement Analysis
Ratio calculations, cash flow interpretation, and earnings quality assessment using real company filings.
Emerging Markets Research
Country risk analysis, currency considerations, and regulatory frameworks for Philippine and regional markets.
Market Theory Fundamentals
Efficient market hypothesis, behavioral finance concepts, and academic research translated into practical applications.
How We Structure Learning
Rather than following traditional lecture formats, our materials guide you through the actual process analysts use when evaluating investments. Here's how we break down complex topics.
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1
Start With Real Examples
Each topic begins with an actual company or market situation. You'll see the raw data and initial questions that need answering.
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2
Walk Through The Analysis
Materials show you the step-by-step process: which metrics to calculate, what data sources to check, and how to interpret results.
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3
Compare Different Approaches
We present multiple methodologies for the same problem, explaining when each works best and what limitations exist.
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4
Review Actual Outcomes
Materials include follow-up analysis showing what happened after the initial assessment, helping you understand forecast accuracy.
Essential Concepts To Master
These core principles show up repeatedly in professional analysis work. Focus on understanding these well before diving into specialized topics.
Discount Rates Matter
Small changes in your discount rate assumptions can swing valuations dramatically. Learn to justify and document your rate selections carefully.
Check Multiple Sources
Financial data often contains errors or inconsistencies. Cross-reference numbers from company filings, databases, and regulatory documents.
Context Beats Precision
Understanding why ratios changed matters more than calculating them to three decimal places. Look for the business story behind the numbers.