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Author:
Geoff Robinson -
Level:
Early Careers -
Study time:
45 minutes
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Course overview
This playlist explores the mental models and decision frameworks used by successful investors. Topics include capital allocation, analytical discipline, investor psychology, and identifying opportunities in markets. Through practical lessons and classic insights, viewers learn how thoughtful analysis, skepticism, and structured thinking help investors avoid costly mistakes and make better long-term decisions.
What's Included?
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8 videos
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Master the thinking frameworks that separate disciplined investors from costly market speculation.
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Insights from a #1 ranked data-driven analyst
Who is this for?
Designed for investment analysts, finance students, portfolio managers, and serious individual investors seeking to improve their thinking process. The series suits learners with basic financial knowledge who want to sharpen judgment, understand investor psychology, and apply disciplined frameworks to real investment decisions and market analysis.
Why is this important?
Each programme is structured as a clear, chronological playlist, guiding you through concepts step by step so you can build understanding properly. Learn at your own pace, revisit material when needed, and develop skills in a logical sequence designed to support long-term mastery.
Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 10x #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.
TheInvestmentAnalyst.com is a global investment education and training business founded by Geoff Robinson, formerly a 10x Number 1 ranked analyst, and UBS Managing Director. Our InsightOne App is designed for individuals to develop real-life investment analysis skills through AI-powered coaching, market simulation and interactive data tools. Our In-Person Training delivers expert-led programmes for universities, corporate teams and financial institutions worldwide.
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