Beyond the Binary:
Why Great Investment Analysts Think in Layers

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    5 minutes
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Course overview
This playlist explores how elite investment analysts move beyond simplistic binary thinking to embrace layered, nuanced decision-making. Each video unpacks frameworks and real-world case studies that demonstrate why good analysis requires reconciling contradictions, evaluating multiple outcomes, and thinking probabilistically rather than deterministically.

Viewers will learn how to apply second-order thinking, weigh asymmetric payoffs, and structure their research around layered scenarios. From earnings revisions to regulatory risk, the series shows how to thrive in ambiguity and complexity—traits that separate good analysts from great ones. Ideal for finance students, professionals, and aspiring equity researchers looking to sharpen their strategic edge.

What's included?

  • 1  video
  • Great analysts don’t choose between options—they build layered frameworks that explain them all.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

Aspiring equity analysts, portfolio managers, and advanced finance students will benefit most from this playlist. If you’re looking to improve your reasoning, avoid false dichotomies, and develop layered frameworks for valuation, forecasting, and risk analysis, these videos offer the mental models elite professionals use every day.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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