Library
Idea Machine: Overview
Defining the approach to idea generation
Idea Machine: Idea Buckets
Important categories of alpha-generating ideas
Idea Machine: FEV approach
Fundamentals, Expectations, Valuation
Thesis Development: Overview
"So what, why do I care?" - how to answer your Portfolio Manager's burning question
Earnings Season: Roadmap
What to expect and how to prepare
Earnings Season: The Buyside Whisper
The art of divining expectations
Management: Evaluating Management
Separating sentiment from real leadership and talent
Management: Meeting Manual
Making the most of "corporate access"
Execution: Tiger vs Pod Approaches
How Tiger-style investing differs from pod-style and making the transition
Resources: Buyside View on Good Sell-Siders
Understanding the role of the sell-side and how to make the most of the relationship
Blowing up Your PM
Everyone makes mistakes; here's how to react
Time Management
This job is overwhelming. Here's what to do and what NOT to do
Learning Curve: Learning a New Industry
Becoming an industry expert the right way
Learning Curve: Ramping a New Seat
Your job is to make your Portfolio Manager's life easier
Learning Curve: A Podcast Curriculum
Accelerate your progress with these outstanding podcasts
Talent: How to Break In
The FRONT DOOR and the BACK DOOR to a hedge fund career
Talent: The Problem with Analyst Training
Why hedge fund training is failing as the industry grows up
Talent: Case Studies
How to stand out in the interview process
Talent: Hedge Fund Resume
How to look good on paper
Talent: Crowdsourced Interview Questions
Buy-siders chime in with their best questions
The Life: A Hedge Fund Life
Daily life, the grind and the dreaded topic of burnout
The Life: Tough Times Playbook
Getting through the rough times and coming out stronger
The Life: A Hedge Fund Life
Daily life, the grind and the dreaded topic of burnout
The Life: Tough Times Playbook
Getting through the rough times and coming out stronger