The IPO Investor's Checklist Ten Boxes to Tick Before Taking the Plunge

  • Author:
    Geoff Robinson
  • Level: 
    All levels
  • Study time:
    2-3 hours
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Course overview
In "The IPO Investor's Checklist: Ten Boxes to Tick Before Taking the Plunge," viewers will gain valuable insights into the critical factors to consider before investing in an Initial Public Offering (IPO). This comprehensive video guide will walk you through ten essential points, including evaluating the company's financials, understanding the competitive landscape, assessing management's track record, and gauging market sentiment. By the end of the video, you'll have a clear understanding of how to conduct thorough due diligence, enabling you to make informed decisions when considering an IPO investment. Whether you're a seasoned investor or new to the world of IPOs, this checklist will provide you with the tools necessary to navigate the complex world of public offerings and help you determine whether an IPO aligns with your investment goals and risk tolerance.

Available as part of our Premium Plus subscription tier.

What's included?

  • 10+ videos
  • Understand how IPOs work and what to watch out for
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is a must-watch for anyone interested in investing in IPOs, including both novice and experienced investors, financial professionals, entrepreneurs, and business owners. It provides essential knowledge and tools to make informed decisions when considering investing in newly public companies.


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.

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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 
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