Guided Quick Dive | Fundamental Edge

Autoplay
Autocomplete

Previous Lesson Complete and Continue

Analyst Academy (December 2024)

Module 1: Fundamental Foundations

Welcome To Fundamental Edge + Live Kick-off Replay
The Market Based-Economy & Fundamental Analysis (38:38)
The Myth of Market Efficiency (23:25)
Four Reasons the Markets Are Not Efficient (38:38)
Alpha-Load & The Many Faces of Mispricing (11:35)
A Three-Part Recipe For Well-Practiced Fundamental Analysis (16:42)
Long Short Investing: Ricky Sandler (73:29)
Investing Through Cycles: Howard Marks (79:19)
Credit Investing: Michael Gatto (83:27)
Supplemental Readings
Supplemental Excel

Module 2: Life on the Buyside

The Limited Partner (20:40)
Buy-Side Primer Part 1 (33:42)
Buy-Side Primer Part 2 (29:08)
Buy-Side Primer Part 3 (32:11)
The Role of the Analyst & Buy-Side Mentality (39:27)
Supplemental Readings
Your Market Mindset: Lisa Mogi (89:41)
Anatomy of an A+ Analyst: Alix Pasquet (94:23)
Rise of the Pods (189:31)

Module 3: Thesis Development

Intro (31:12)
Expertise (23:10)
Promising Idea (23:25)
Model Construction (14:51)
Diligence and Valuation (21:30)
Debate and Differentiation (23:58)
Thesis and Presentation (24:25)
Vopak Walk-Through (41:21)
WGO Walk-Through (89:03)

Module 4: Why Stocks move up and down

Equity Price Formation (23:07)
The Business vs The Stock (16:41)
Decomposition of Equity Returns (38:50)
Stock Price Linkage (27:46)
Reasons Why Stocks Have Big Moves and Steep Part of the Curve (32:02)
Making Sense of Macro: Francois Trahan (91:27)

Module 5: Idea Generation

Fishing for Ideas (28:19)
Change and Chaos (16:12)
Pattern Recognition (31:56)
Screening and Selection Framework (13:00)
Thematic Investing (32:59)
Quant Tools for Idea Generation: Rocky Cahan (73:36)
Investing in India: Rishi Dixit (50:30)
Sniff Test (3:36)

Module 6: Buy-Side Modeling

Video and slide presentation (145:50)
Scratch Modeling 101
FX Model
Model Library
Supplemental Reading

Module 7: Analyze a Business

Introduction (33:01)
Reading Stack (17:27)
Quality and Viability (41:23)
Modeling and Analyzing (22:56)
Guided Quick Dive (22:46)
NVDA Guided Quick Dive (145:05)
Applied Alternative Data: Matt Ober (58:06)
Supplemental Readings

Module 8: Industry Coverage

Approaches to Coverage (11:54)
Learning an Industry (48:25)
Maintaining Coverage (22:05)
Winners and Losers (15:07)
Approaches to Field Research: Alix Pasquet (101:43)
Expert Networks 101: Tom Elnick (55:07)
Primer library
Pizza Model
2021 Healthcare Outlook

Module 9: Management & Capital Deployment

Video and slide presentation (96:30)
Andrew Carr: Management (12:36)
Deciphering Stock Based Comp: David Zion (87:02)
Management: The IR Perspective: Aaron Hoffman (81:20)
Supplemental Reading

Module 10: Assessing Expectations

Importance of Expectations (13:04)
How the Bar is Set (20:35)
Price Implied Expectations (27:50)
Buy-Side Whisper (30:36)
Driving Differentiation (9:39)
NFLX model (includes reverse DCF)

Module 11: Applied Valuation

Introduction (17:26)
Academic Foundations (27:31)
Multitude of Multiples (68:32)
Earnings Power (22:57)
Risk Reward (26:03)
Valuation Applied (22:26)
Valuation Mastery: Aswath Damodaran (93:11)
The Value of Growth: Paul Johnson (86:49)
Supplemental Readings

Module 12: Short Selling

Introduction (34:31)
Approaches to Short Selling (17:28)
Short Idea Generation (30:28)
Tactical Considerations (25:34)
Shorting Fraud: Rishi Dixit (54:49)
Activist Short Selling: Freddy Brick (62:20)

Module 13: Earnings Season

Don't Get Married During Earnings Season (2:11)
Earnings Season Introduction Part A (13:05)
Earnings Season Introduction Part B (5:37)
Manage and Monetize (25:09)
Preparation (29:10)
Modeling (31:20)
Execution Part A (23:59)
Execution Part B (19:33)
Andrew Carr: Earnings Season (42:38)
Supplemental Readings

Module 14: Pitch Like a Pro

Wrapping Up (15:48)
Thesis Construction 2A (23:04)
Thesis Construction 2B (14:34)
Pitching a Stock (40:55)
After the Pitch (11:36)
Additionals Materials
Cigna Pitch (19:18)
Sample Pitches with ASU Pitch Competition (73:28)

Module 15: Wrapping Up

Wrapping Up / Intro to PM (86:37)
Introduction to Equity Risk Models: Ben Lieblich (86:47)
Risk Factors, Risk Models: Rich Falk-Wallace (107:06)
30 Years on the Street: Steve Galbraith (92:34)
Consumer Market Neural Investing: Derek Vincent (98:23)
The Limited Partner’s Perspective: Ted Seides (91:26)
Experience From The Trenches: Eduardo Cardoso (64:50)
Supplemental Readings
All Presentations Download

Live Sessions

Zoom Registration Links

Teach online with

Guided Quick Dive

Lesson content locked

If you're already enrolled, you'll need to login.

Enroll in Course to Unlock