Experienced careers learning pathway
Thinking about investment thesis building

  • Author:
    Geoff Robinson
  • Level: 
    Early to mid-career
  • Study time:
    2-3 hours
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Course overview
The "Thinking About Investment Thesis Building" learning pathway is specifically designed for experienced investment analysts who are keen on elevating their expertise in constructing robust investment theses. This comprehensive program delves deeply into the intricacies of formulating a well-rounded investment thesis, integrating key concepts from behavioural economics to provide a broader perspective on investment decision-making.

Participants will explore advanced methodologies and tools to critically analyze market trends, assess risk factors, and understand investor psychology, all crucial for developing compelling investment strategies. This pathway not only reinforces analytical skills but also hones the ability to anticipate and mitigate cognitive biases, leading to more informed and effective investment choices. Emphasizing practical application, the course includes case studies, interactive sessions, and real-world scenarios, ensuring that analysts emerge with a stronger, more nuanced approach to investment thesis building.

What's included?

  • 40+ videos
  • Delivered by Geoff Robinson, ex UBS MD and #1 ranked analyst
  • Start thinking more deeply about how to build investment thesis like a pro
  • On-desk application

Who should take this program? 

The "Thinking About Investment Thesis Building" learning pathway is designed for experienced investment analysts and finance professionals seeking to enhance their strategic thinking and decision-making skills. It is ideal for those who wish to incorporate behavioural economics into their investment analysis, aiming to understand market trends and investor psychology more deeply. This course is especially beneficial for analysts focused on refining their ability to construct sophisticated and well-informed investment theses.

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.

Geoff Robinson

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 TheInvestmentAnalyst.com.