Module 1: Fundamental Foundations
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Live Kickoff Registration & Replay (87:50)
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The Market Based-Economy & Fundamental Analysis (38:38)
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The Myth of Market Efficiency (23:25)
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Four Reasons the Markets Are Not Efficient (38:38)
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Alpha-Load & The Many Faces of Mispricing (11:35)
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A Three-Part Recipe For Well-Practiced Fundamental Analysis (16:42)
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Long Short Investing: Ricky Sandler (73:29)
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Investing Through Cycles: Howard Marks (79:19)
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Credit Investing: Michael Gatto (83:27)
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Supplemental Readings
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Supplemental Excel
Module 2: Life on the Buyside
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The Limited Partner (20:40)
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Buy-Side Primer Part 1 (33:42)
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Buy-Side Primer Part 2 (29:08)
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Buy-Side Primer Part 3 (32:11)
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The Role of the Analyst & Buy-Side Mentality (39:27)
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Supplemental Readings
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Your Market Mindset: Lisa Mogi (89:41)
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Anatomy of an A+ Analyst: Alix Pasquet (94:23)
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Rise of the Pods (189:31)
Module 3: Thesis Development
Module 4: Why Stocks Move Up and Down
Module 5: Idea Generation
Module 6: Buy-Side Modeling
Module 7: Analyze a Business
Module 8: Industry Coverage
Module 9: Management & Capital Deployment
Module 10: Assessing Expectations
Module 11: Applied Valuation
Module 12: Short Selling
Module 13: Earnings Season
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Don't Get Married During Earnings Season (2:11)
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Earnings Season Introduction Part A (13:05)
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Earnings Season Introduction Part B (5:37)
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Manage and Monetize (25:09)
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Preparation (29:10)
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Modeling (31:20)
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Execution Part A (23:59)
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Execution Part B (19:33)
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Andrew Carr: Earnings Season (42:38)
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Supplemental Readings
Module 14: Pitch Like a Pro
Module 15: Wrapping Up
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Wrapping Up / Intro to PM (86:37)
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Live Wrap
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Introduction to Equity Risk Models: Ben Lieblich (86:47)
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Risk Factors, Risk Models: Rich Falk-Wallace (107:06)
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30 Years on the Street: Steve Galbraith (92:34)
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Consumer Market Neural Investing: Derek Vincent (98:23)
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The Limited Partner’s Perspective: Ted Seides (91:26)
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Supplemental Readings
Live Sessions
