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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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The #1 Source of Alpha in L/S Equities: Most Don’t Realize It
Identifying top-line inflections.
Jun 27
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The #1 Source of Alpha in L/S Equities: Most Don’t Realize It
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Top Hedge Funds Teach Analysts This 3-Step Stock Framework
Business -> stock -> setups
Jun 20
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Top Hedge Funds Teach Analysts This 3-Step Stock Framework
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$100m PM Payouts, Millennium’s $14B Valuation & the Model Debate
Citadel, MLP, BAM pay $100m for a single PM, Millennium valued at $14b, the role of the financial model in the investment process
Jun 17
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$100m PM Payouts, Millennium’s $14B Valuation & the Model Debate
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The Best L/S Analysts Detect "Change"
Identifying inflections: Part 1
Jun 13
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The Best L/S Analysts Detect "Change"
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The Long/Short Analyst Blueprint - As Taught at the Best Shops
Everything you need to know as an analyst.
May 23
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The Long/Short Analyst Blueprint - As Taught at the Best Shops
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Tiger Cubs vs Pods: not so different anymore?
I spoke to a Tiger Cub analyst and Tiger Cubs are more "pod-leaning" than ever...
May 11
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Tiger Cubs vs Pods: not so different anymore?
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Citadel Crushes You on Earnings. Here’s Why.
Intraquarter Data & Setup Dynamics
May 9
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Citadel Crushes You on Earnings. Here’s Why.
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Q&A: Multi-Managers Amid Market Chaos - Positioning, Performance, Recruiting
A big post dropping this Sunday - make sure you check it out.
Apr 9
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Q&A: Multi-Managers Amid Market Chaos - Positioning, Performance, Recruiting
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Classic Long/Short Frameworks: How Margins Make or Break Retail Stocks
Operating leverage, operating (EBIT) margin, long/short idea generation frameworks
Apr 6
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Classic Long/Short Frameworks: How Margins Make or Break Retail Stocks
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Analyzing a Sector Like a Hedge Fund Pro
How top hedge fund analysts analyze and model consumer retail stocks: part 1
Mar 23
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Analyzing a Sector Like a Hedge Fund Pro
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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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