What is a Thesis Map and
How do you Build one?
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
1-2 hours
Course overview
Unlock the power of strategic investment analysis with our comprehensive video playlist on thesis mapping. This series delves into a crucial tool for investment analysts seeking to challenge market consensus and identify overlooked opportunities.
From identifying key drivers to quantifying upside and downside scenarios, this playlist equips you with the skills to communicate your investment thesis with clarity and conviction. Whether you're a seasoned analyst or rising in the field, these videos will sharpen your ability to spot market inefficiencies and make more informed investment decisions.
Available as part of our Premium and Premium Plus subscription tiers.
Learn how to construct a thesis map that pinpoints pivotal questions driving stock movement, evaluate whether key ideas are already priced in, and run scenario analyses to test your hypotheses. We'll guide you through the process of articulating why you believe the market may be misjudging a stock's potential, backed by rigorous evidence and critical thinking.
From identifying key drivers to quantifying upside and downside scenarios, this playlist equips you with the skills to communicate your investment thesis with clarity and conviction. Whether you're a seasoned analyst or rising in the field, these videos will sharpen your ability to spot market inefficiencies and make more informed investment decisions.
Available as part of our Premium and Premium Plus subscription tiers.
What's included?
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10 videos
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What is a thesis map, how do analyst build and use them
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
This video playlist is valuable for finance and accounting professionals, including analysts, accountants, auditors, CFOs, investment bankers, and portfolio managers. It provides them with a deep understanding of the accounting treatment and valuation of convertible debt, which is crucial for financial reporting, investment analysis, and decision-making. Additionally, students in accounting, finance, or business programs will find these videos highly relevant to their studies, as convertible debt is a key topic in corporate finance curricula.
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 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.