Understanding Investment Through Real Analysis
Learning to evaluate investments means more than following formulas. It's about reading market signals, understanding risk patterns, and building the judgment that comes from examining real cases. Our approach strips away jargon and focuses on the frameworks that actually matter when you're making decisions with real capital.
How We Break Down Complex Decisions
Most educational programs teach theory in isolation. We start with actual market scenarios from 2024 and early 2025. Each session walks through how different evaluation methods apply to real situations—what worked, what didn't, and why certain approaches revealed information others missed.
Think of it as reverse engineering good investment thinking. We take completed cases, show you the data investors had at the time, and explore multiple analytical paths. You'll see how experienced evaluators spot warning signs, validate assumptions, and adjust their frameworks when conditions shift.
This isn't about memorizing ratios. It's about building the instinct to know which tools matter in which context, and when standard approaches need adaptation.
Core Frameworks You'll Master
We've organized the curriculum around six fundamental approaches that professional evaluators actually use. Each builds on the previous, creating a comprehensive toolkit for assessing investment opportunities across different market conditions.
Fundamental Value Assessment
Learning to read financial statements beyond the surface numbers. You'll identify which metrics reveal operational health and which can mislead. We cover how different industries require different valuation lenses.
Comparative Market Analysis
Understanding how to benchmark effectively. Not just comparing companies, but knowing which comparisons are meaningful and how market context shapes relative valuations during different economic phases.
Risk Factor Modeling
Moving beyond basic risk metrics to understand how different risk types interact. You'll learn to spot concentration risk, assess liquidity concerns, and evaluate how external factors might cascade through a position.
Cash Flow Projection
Building realistic models that account for uncertainty. We focus on scenario planning and stress testing assumptions rather than creating false precision. You'll learn what makes projections credible versus wishful.
Market Cycle Positioning
Recognizing where we are in various market cycles and adjusting evaluation criteria accordingly. Different conditions require different analytical emphasis—growth potential matters more in expansion, resilience matters more in contraction.
Portfolio Context Integration
Understanding how individual investments function within a broader portfolio. Looking at correlation, diversification benefits, and how new positions might change overall portfolio characteristics and risk exposure.
Henrik Bjornstad
Lead Investment AnalystI spent twelve years evaluating mid-market acquisitions before transitioning to education. What frustrated me most about traditional finance training was how disconnected it felt from actual decision-making. Theory matters, but only when you understand its limitations.
My approach focuses on pattern recognition and judgment development. We look at cases where standard metrics gave conflicting signals, or where qualitative factors outweighed quantitative analysis. Those messy situations teach more than textbook examples ever could.
Based here in Vancouver, I've watched the Canadian investment landscape evolve significantly since 2015. That perspective shapes how we discuss market dynamics and regional considerations in our curriculum.
From Analysis to Action
The gap between understanding theory and applying it confidently is where most educational programs fail. We bridge that through weekly workshops where you work through current market situations using the frameworks you've learned.
Each session presents a real scenario with incomplete information—exactly what you'll face in practice. You'll develop your analysis, compare approaches with peers, and see how different evaluation paths lead to different insights. This isn't about finding one right answer. It's about building confidence in your analytical process.
By month four, you're working with case studies from early 2025, analyzing situations that are still developing. This teaches you to work with uncertainty and make decisions without perfect information.
Recent Workshop Focus
Our March 2025 cohort analyzed three Canadian renewable energy companies at different lifecycle stages. Participants applied multiple valuation frameworks, compared results, and discussed which approaches revealed the most relevant insights for each situation. The exercise highlighted how company maturity should influence your analytical emphasis.
Next Program Starts
September 2025 cohort opens for enrollment in June. Six-month structured learning with ongoing workshop access.