Phoenix Learning Hedge Funds

Phoenix Learning Hedge Funds

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Alternative Data

Short-term L/S Idea Generation
Frameworks and example
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Phoenix Learning
The #1 Source of Alpha in L/S Equities: Most Don’t Realize It
Identifying top-line inflections.
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Phoenix Learning
Citadel Crushes You on Earnings. Here’s Why.
Intraquarter Data & Setup Dynamics
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Phoenix Learning
Navigating Earnings Like a Hedge Fund Pro
Intraquarter data points, sentiment, positioning: DASH and RDDT examples
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Phoenix Learning
Predicting Profit with Alternative Data
Part 1: Using alternative data to estimate profitability
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Phoenix Learning
1
TGT stock: 20% drop & disastrous quarter. What's going on?
Why was it not priced in? What does it tell us about consumer spending?
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Phoenix Learning
Learnings from a Head of L/S Equities
What role should alternative data play in your investment process?
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Phoenix Learning
Pitching and Analyzing Stocks Like a World-Class Analyst (AMZN)
Part 2: Amazon Edition (AMZN)
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Phoenix Learning
⛔ The Biggest Hedge Fund Lie
Models, flows, alt data, factors, "peak pod"
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Phoenix Learning
AMZN stock: data, narrative, catalyst
Amazon ahead of the Goldman Sachs TMT Conference
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Phoenix Learning
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