The Supply Chain Edge:
Elevating Your Investment Strategies

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    2-3 hours
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Course overview
Discover the cutting-edge techniques and transformative technologies reshaping supply chain analysis in this compelling series of essays. Dive deep into the world of mesoeconomics, alternative data, and disruptive innovations as we explore the hidden dynamics driving company performance and investment opportunities. Through real-world examples and expert insights, these essays will equip you with the knowledge and tools needed to navigate the complexities of modern supply chains and stay ahead of the curve in an ever-evolving investment landscape. Join us on this journey to unlock the power of supply chain analysis and elevate your investment strategies to new heights.

Available as part of our Premium and Premium Plus subscription tiers.

What's included?

  • 10 videos
  • Understand how important supply chain analysis is to investment thesis building
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This video playlist is essential for investment analysts and portfolio managers looking to gain a competitive edge by mastering the art and science of supply chain analysis. Packed with cutting-edge techniques, disruptive technologies, and real-world examples, these essays provide the tools needed to navigate the complexities of modern supply chains and make informed investment decisions.


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 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 
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