Every valuation thesis needs two lenses:
up your sights

  • Author:
    Geoff Robinson
  • Level:
    Intermediate to Advanced
  • Study time:
    Always adding content
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Course overview
Crafting a robust investment thesis transcends the simple task of filling out spreadsheets with financial data; it demands a deep dive into constructing and defending a coherent narrative that can stand the test of rigorous scrutiny.

This endeavor melds a range of disciplines, from financial analysis to understanding broader market sentiments. It's not just about having an opinion on a stock but how that opinion stacks up against the market's valuation. The following text explores the delicate balance between an individual's investment view and the collective judgment of the market, a balance that is critical for those seeking to outperform and generate alpha.

What's included?

  • Fundamental research written by Geoff Robinson
  • Analyst-curated insights
  • Embedded podcasts
  • Embedded videos
  • Downloadable models, where applicable

Who should read this?

This content is tailored for financial professionals, particularly investment analysts, portfolio managers, and traders, who are involved in making informed decisions about buying and selling securities. It would also benefit financial advisors and consultants who guide clients on investment strategies.

Moreover, serious individual investors and finance students who aspire to understand the nuances of investment analysis and market dynamics would find this text enlightening. The insights provided would help anyone interested in not just following market trends, but also in making investment decisions that aim to outperform the market.

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 FCA FMVA MFM

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.