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Buyside Mastery (1): Investing Process + Thesis

Most analysts get lost when they first dig into a company. Learn how to figure out which variables actually matter, and build a thesis you can defend in front of an investment committee.

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Hours of lessons 2+
Lessons
21
Level Intermediate
Practice questions
Sample lessons
Lesson 1
Lesson 2
Curriculum
3 Min
Welcome to the Course!
Course Introduction
Video Navigation Keyboard Shortcuts
Legal Disclaimer
Let’s Learn About You! :)
Course Overview
46 Min
Section 01. Idea Search and Ramp-Up
Intro: Idea Sourcing
Improving Return on Time
Idea Ramp-Up
13 Min
Section 02. Finding Your Variables
Intro: Critical Variables
Isolating Key Variables
Working With Variables
6 Min
Section 03. Connecting ‘Qual’ with ‘Quant’
Mastering Questions
20 Min
Section 04. Thesis Point(ers)
Intro: Thesis Points
Thesis Points – Dos and Don’ts
8 Min
Section 05. Catalysts
Intro: Investment Catalysts
Catalysts – Dos and Don’ts
4 Min
Section 06. Headwinds &Tailwinds
Headwinds & Tailwinds
2 Min
Section 07. Risks & Pre-Mortems
Risks & Pre-Mortems
17 Min
Section 08. Wrap-Up
Download: Investment Tracker Template
Course Wrap-Up
How are you feeling? – End of Course
Terms & Conditions

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