Inside a Failed Recommendation:
Lessons from Sell-Side Analyst Errors
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
2-3 hours
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Course overview
This playlist explores the phenomenon of sell-side analyst capitulation—when analysts reverse prior recommendations under pressure. Through case studies and behavioral insights, it examines why analysts hold on to flawed theses too long, the emotional toll of public retraction, and the institutional incentives that drive groupthink.
From the anatomy of a failed stock recommendation to the unspoken social forces in research teams, this series blends financial analysis with human psychology. Ideal for anyone who wants to understand the interplay between rational models and real-world pressures in equity research.
From the anatomy of a failed stock recommendation to the unspoken social forces in research teams, this series blends financial analysis with human psychology. Ideal for anyone who wants to understand the interplay between rational models and real-world pressures in equity research.
What's included?
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15 videos
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Uncover the behavioral and institutional forces that drive sell-side analysts to reverse course—often too late.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
This playlist is ideal for investment analysts, finance students, and professionals in equity research or asset management who want to understand how behavioral and institutional pressures influence analyst decisions and recommendation reversals.
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 10x 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.
Who we are
Our investment training consultancy aims to empower professionals in the investment management industry by providing comprehensive and innovative training solutions. Through instructor-led sessions and cutting-edge digital resources, we aim to equip individuals with the knowledge, skills, and tools necessary to excel in their roles and navigate the ever-evolving landscape of investment management.
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