Don't blindly accept Bloomberg betas

  • Author:
    Geoff Robinson
  • Level:
    Intermediate to Advanced
  • Study time:
    Always adding content
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Course overview
In the fast-paced realm of financial analysis, the tools and data available to market analysts are as crucial as their expertise in interpreting them. Bloomberg terminals, ubiquitous in the industry, offer a treasure trove of real-time financial data, analytics, and insights. However, the reliability of financial modeling hinges not just on the raw data procured, but also on the analyst's discernment in its application.

This note sheds light on a common oversight in the financial sector—over-reliance on the apparent objectivity of Bloomberg output, particularly concerning the use of beta in valuation models. It underscores the inherent risks in such a practice and calls for a more critical examination of the underlying assumptions, which, if unchecked, can distort valuation analyses and drive inefficient investment strategies.

What's included?

  • Fundamental research written by Geoff Robinson
  • Analyst-curated insights
  • Embedded podcasts
  • Embedded videos
  • Downloadable models, where applicable

Who should read this?

This text is crucial for financial analysts, investment professionals, and finance students who use quantitative models for valuation and investment decisions. It's also valuable for individual investors who wish to deepen their understanding of market analysis and the critical evaluation of common financial tools. Anyone engaged in financial decision-making processes would benefit from this insightful examination of beta's use and limitations.


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.

Geoff Robinson FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
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 8x 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