Welcome to Fundamental Edge
Looking for the sample Sniff Test model? Subscribe with your email address below and you’ll receive a download link in your inbox. And check out the video clip below…
From a recent Academy office hours live session, Brett Caughran walks through his “Sniff Test” approach to sizing up a new idea and applies it to Micron (MU):
Analyst Academy
INtroduction from Founder & Lead Trainer, Brett Caughran.
The goal of the Fundamental Edge Academy is to leave graduates with the frameworks & analytical tools to respond well when your PM asks “hey go look at XYZ stock and let me know what you think”:
Ability to analyze a business
Ability to grasp a stock’s key drivers
Ability to understand what is discounted in stock
Ability to develop a differentiated view
Ability to accurately assess value
Ability to see investment opportunities clearly
Ability to compellingly communicate a thesis
Ability to dispassionately monitor & adjust a position
Student Testimonials
“Brett puts things into context and I feel that I have more clarity as an analyst than ever before. I know that I will also benefit from the formal research process that Brett laid out for us.”
“If you've always felt like you put in the work but have never quite 'gotten it' -- this is the place where you can break through that wall.”
“The course was the best money and time investment I’ve spent. It’s unfair that we can get such a comprehensive mosaic of all the best practices in weeks, when previously accumulating all this knowledge might have taken decades of working. This course has raised the table-stakes in the game.”
"If I had the academy when I entered the industry, I'd be two years ahead of where I am today. Any analyst I hire will go through the academy."
“If you are entering a new seat and are worried about the unknown, the Academy is your best tool to navigate the things that no one tells you and everyone expects you to know.”
“I feel less intimidated by the industry & that my goals are attainable. Going to be putting this stuff to use everyday. At first, HFs seemed impossible to break into, now slightly less impossible.”
Buy-Side Thought Leadership
A collection of Brett’s writings on buy-side topics
To continue the conversation, please email us at info@fundamentedge.com.