Valuation Rewired: Part II Repricing Risk, Growth, and Competitive Edge
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
1-2 hours
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Course overview
This playlist explores how AI is transforming the core pillars of business valuation—from labor cost structures to pricing strategies and competitive moats. Each video breaks down a different aspect of businesses using AI, such as how automation changes earnings ups and downs, how pricing algorithms test price sensitivity, and how old valuation methods need to change to account for unpredictable growth.
The series challenges outdated incremental models and highlights the rise of intangible drivers in forecasting future profitability. For analysts and strategists, this is a vital roadmap to understanding how AI is repricing risk, redefining growth potential, and reshaping enterprise value in the modern economy.
The series challenges outdated incremental models and highlights the rise of intangible drivers in forecasting future profitability. For analysts and strategists, this is a vital roadmap to understanding how AI is repricing risk, redefining growth potential, and reshaping enterprise value in the modern economy.
What's included?
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5 videos
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Rethink valuation in the age of AI—where algorithms reshape risk, growth, and enterprise value.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
Ideal for investment analysts, strategists, corporate finance professionals, and business students, this playlist helps viewers understand the valuation impact of AI. Whether you're modeling company fundamentals, tracking sector disruption, or forecasting future growth, these videos offer actionable insights into how automation is reshaping business value drivers and risk profiles.
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.
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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 10x 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.