Unlocking the Investment Upside

By www.theinvestmentanalyst.com

Join Geoff Robinson, ex-UBS Investment Director and #1 ranked analyst, as he decodes market value in 10-minute micro-episodes. Discover investment opportunities through expert accounting, valuation, a... more

· Business

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FAQs about Unlocking the Investment Upside:

How many episodes does Unlocking the Investment Upside have?

The podcast currently has 66 episodes available.

Unlocking the Investment Upside episodes:

June 23, 2025 Deal Value Creation in M&A: Matching What You Pay to What You Get | Episode #44
Most M&A models overvalue synergies by discounting them at WACC. Geoff and James explain why cost of equity is the real hurdle—and how Buffett saw it coming
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11min
June 16, 2025 Proxy Advisors & Voting Power: Friend or Foe to Investors? | Episode #43
Proxy firms shape billions in investor votes—but do they help or hurt the process? Geoff and James dive into proxy season, ISS, Glass Lewis, and what investors should know.
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7min
June 09, 2025 Mosaic Theory Explained: Gaining the Information Edge in Investing | Episode #42
Learn how Mosaic Theory empowers investors to synthesize data legally for sharper investment decisions. Discover practical strategies!
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6min
June 02, 2025 Buy the Dip? How Real Contrarian Investing Works | Episode #41
Buy the dip? We break down real contrarian investing strategies, from technical signals to value screens, and psychological success tips.
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9min
May 26, 2025 Reflexivity in Markets: Soros’s Theory & Why It Matters | Episode #40
Why investor perception drives markets—Soros’s reflexivity theory explained for today’s financial analyst.

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9min
May 19, 2025 Think Like a Pro: Secrets of Great Investors | Episode #39
Explore mindset shifts and habits used by elite investors with Geoff and James’s actionable takeaways.
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6min
May 12, 2025 AI vs. Analysts: The Knowledge Gap Growing in Finance | Episode #38
As AI reshapes finance, Geoff and James ask—are human analysts losing their edge?
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7min
May 05, 2025 The Glass Door Dilemma: Markets and Human Blind Spots | Episode #37
In this episode of Unlocking the Upside, we dig into the April 2025 tariff turmoil—why a policy shock everyone saw coming still jolted the market. Geoff and James explore why traditional modeling breaks under pressure, how sentiment trumps spreadsheets, and what investors can learn about pricing's predictable downside.
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8min
May 02, 2025 Network Effects: Why They Break as Fast as They Build | Episode #36
A deep dive into network effects in business—and why they’re more fragile than you think.
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9min
April 28, 2025 Strategic Quitting: A Smarter Way to Invest | Episode #35
Sometimes quitting is the edge. Geoff and James explain when walking away beats holding on.
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8min

FAQs about Unlocking the Investment Upside:

How many episodes does Unlocking the Investment Upside have?

The podcast currently has 66 episodes available.