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Modeling Like a Pro
NEW: Financial Modeling Videos - Core Drivers & Variant View
Model build, the right granularity, core drivers, stock ideas
Jul 14
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NEW: Financial Modeling Videos - Core Drivers & Variant View
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Model Google Search Like a HF Pro (Unit Economics Excel Attached)
Trading the stock (pod shop vs LO), unit economics, key debates.
May 18
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Model Google Search Like a HF Pro (Unit Economics Excel Attached)
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Microsoft Unit Economics Deep Dive: +11% Post-Earnings Move
Excel spreadsheet included
May 4
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Microsoft Unit Economics Deep Dive: +11% Post-Earnings Move
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Model like a HF Pro (Excel Attached) - Unit Economics
How do top long/short hedge fund analysts model? Part 2.
Apr 27
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Model like a HF Pro (Excel Attached) - Unit Economics
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How Top Hedge Fund Analysts Build Models
Obsession over key drivers and granular revenue builds
Apr 20
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How Top Hedge Fund Analysts Build Models
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NEW: Top HF Analyst - Financial Model and Idea Generation
How to go from 0 to 1 on a stock. Please share your stock preferences and questions.
Mar 16
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NEW: Top HF Analyst - Financial Model and Idea Generation
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⛔ The Biggest Hedge Fund Lie
Models, flows, alt data, factors, "peak pod"
Sep 15, 2024
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⛔ The Biggest Hedge Fund Lie
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