The Impact of DeepSeek’s Launch on Global Stock Prices: A Fundamental Valuation Perspective

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    5 minutes
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Course overview
The launch of DeepSeek’s open-source, low-cost AI model disrupted global tech stocks, eroding competitive moats and challenging valuations of giants like Microsoft and Alphabet. By commoditizing AI capabilities, it forced a reassessment of growth expectations, capital efficiency, and profitability, highlighting the transformative impact of disruptive innovation on market fundamentals and investor sentiment.

Available as part of our Premium Plus subscription tiers.

What's included?

  • 1  video
  • Understand what are put-up and shut-up provisions
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This video is essential viewing for corporate development teams, M&A lawyers, and investment banking professionals who regularly structure and negotiate acquisition deals. It's particularly valuable for junior team members who need to understand how protective provisions safeguard target companies during the sensitive phases of deal negotiations. While the concepts are relevant to anyone involved in M&A transactions, the video's focused treatment of PUSU deadlines will be most immediately applicable to professionals working in jurisdictions like the UK where these provisions are commonly employed in public company acquisitions.

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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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