We run quarterly workshops and monthly deep-dive sessions where you analyze actual financial statements alongside professionals who've been doing this for decades. No theory in a vacuum—just real companies, real numbers, and practical discussions about what they actually mean.
These sessions start in autumn 2025. We keep groups small because discussions get more valuable when everyone can participate.
Bring a laptop and your questions. We'll walk through three companies' recent quarterly filings—one strong, one struggling, one that's being misleading on purpose. You'll learn what seasoned analysts look for first.
Most people skip the cash flow statement. That's a mistake. We'll show you why some profitable companies are actually bleeding money, and how to spot it before the market does.
P/E ratios, debt-to-equity, ROE—there are dozens of these things. We'll cover which ones actually matter and which ones are just noise. Plus you'll calculate them yourself using real data.
Here's what we covered in the last few months. Attendees got hands-on practice with real company data and walked away with analysis frameworks they could use immediately.
We spent half a day breaking down how assets, liabilities, and equity work together. Dexter walked through historical examples where investors missed warning signs, and participants analyzed current companies to spot similar patterns.
Mabel covered the subtle ways companies manipulate revenue recognition and expense timing. Attendees learned to read footnotes critically and identified questionable accounting in three case studies from the past year.
Both instructors have worked through market crashes and learned the hard way what matters. They teach the same approach they use for their own investment decisions.
Senior Analyst
Spent 16 years at institutional funds before going independent. Dexter focuses on the balance sheet because he's watched too many "growth stories" collapse when the debt came due. He's good at explaining complicated structures in plain language.
Statement Specialist
Mabel worked in audit before switching to analysis in 2009. She knows every trick companies use to make numbers look better than they are—and she's seen the consequences when investors don't catch them. Her sessions are detailed but never boring.