When to sell?

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1 hour
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Course overview
"When to Sell?" is a curated playlist designed for investment analysts, offering insights into the critical decision of when to exit a position. This collection of videos explores various factors that influence the timing of a sale, such as market conditions, company fundamentals, and portfolio rebalancing strategies. By examining case studies, expert opinions, and data-driven approaches, the playlist aims to provide a comprehensive understanding of the key considerations and best practices for determining the optimal time to sell an investment. Whether you are a seasoned analyst or new to the field, this playlist will equip you with the knowledge and tools necessary to make informed decisions and maximize returns in your investment portfolio.

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

What's included?

  • 6 videos
  • Understand why we find it hard to sell
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This "When to Sell?" playlist is an essential resource for a wide range of professionals and individuals involved in the investment world. Investment analysts, portfolio managers, and financial advisors will find valuable insights to guide their decision-making processes and enhance their ability to generate optimal returns for their clients. Additionally, individual investors who actively manage their own portfolios will benefit from the knowledge shared in these videos, enabling them to develop a more strategic approach to selling their investments. Students and aspiring professionals in the field of finance and investment will also find this playlist informative, as it provides real-world examples and expert perspectives on a crucial aspect of investment management. Ultimately, anyone seeking to improve their understanding of when to sell an investment and maximize their financial success should consider watching this comprehensive playlist.

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

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 TheInvestmentAnalyst.com. 
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