Buyside Mastery (Part 1):
Investing Process + Thesis
Pro tips to build an efficient investing process craft a compelling investment thesis.
Course Introduction
Video Navigation Keyboard Shortcuts
Legal Disclaimer
Let's Learn About You! :)
Course Overview
Intro: Idea Sourcing
Improving Return on Time
Idea Ramp-Up
Intro: Critical Variables
Isolating Key Variables
Working With Variables
Mastering Questions
Intro: Thesis Points
Thesis Points - Dos and Don'ts
Intro: Investment Catalysts
Catalysts - Dos and Don'ts
Headwinds & Tailwinds
Risks & Pre-Mortems
Download: Investment Tracker Template
Course Wrap-Up
How are you feeling? - End of Course