Package Description:

This program is built to give you a practical, hedge-fund level framework for thinking about investing. The focus is on developing the analytical instincts and structured approach required to succeed as a buyside analyst. We’ll work through the same questions portfolio managers expect their analysts to answer: how businesses create value, how the market prices that value, and where opportunities for differentiated views exist. You’ll learn to move beyond surface-level analysis and build conviction through structured frameworks from idea generation, to valuation, to risk/reward construction. The goal is to help you see through the noise, understand what the market is implying, and position yourself to identify mispricings before they’re obvious. By the end, you’ll be able to connect qualitative insights with quantitative expectations and present your work in a way that stands up in an investment committee or interview setting. Here’s what we’ll cover in this program (8 sessions, 1.5 hr each): 1. Buyside frameworks and analyst role • Intro on the different investment styles + key objectives you want to achieve as an analyst • How buy-side differs vs. sell-side • How you can take advantage of differing structural constraints at different funds 2. Idea generation and business analysis (part 1) • Frameworks on generating ideas (both on the job, and today in personal life), what differentiates a good business from a bad business 3. Business analysis (part 2) • Understanding the key drivers of business value creation and how businesses increase their valuation 4. Valuation (part 1) • Assessing expectations + thinking about what is the fair multiple for a stock. Goal is to get you to a space where you get a good sense of what people are extrapolating in the stock when you see the multiple • Why stocks move up and down 5. Valuation (part 2) • Valuation and expectations is a super detailed topic, and so need a two-parter • Second part is more around tying the business analysis views to the valuation, and how to pre-emptively identify changes in the valuation before it happens 6. Variant view generation • How to identify opportunities in the same sector / pair trades / identifying key levers that drive entire industry move • How to connect qualitative thesis to quantitative earnings variance 7. Risk/reward + catalysts • Explore how to construct a differentiated POV, catalyst path, and understanding how to construct a good bull/bear scenario • This is where you should start formulating your pitch 8. Pitch construction • Understanding pitching best practices + the different presentation styles depending on the audience (i.e. for case studies vs. interviews)