UPDATED TWEET INDEX

MODELING SERIES: REVENUE BUILD APPROACHES 1 Crack open an elite buy-side model and perhaps the biggest takeaway will be how much works goes into the revenue build. Our job is to be right on Forecast Metrics (EBITDA, EPS, FCF) and you can't do that without being right on Revenue.

IDEA GENERATION: IDEA BUCKETS Continuing on the theme of idea generation, I have found that it is helpful to bucket idea types. Being very clear about the underlying characteristics of a compelling idea can aid greatly in identifying new ideas. I'll give you an example. I once

POD PORTFOLIO MGMT SERIES: FACTOR MODELS Ok, the time has come to discuss portfolio management & risk models. And the two are inescapable, as pods enforce portfolio management via a risk model overlay. So this will really be a discussion of risk models.

Had another DM question - “Brett, how do I get a job at a hedge fund?” Well, there’s a FRONT DOOR and a BACK DOOR. The front door is relatively straightforward. Go to a top undergrad, work in I-banking, wait for the headhunter e-mail (these days will come shortly after u land…

TOUGH TIMES PLAYBOOK Getting a DM like this is better than my biggest short down 30. This industry can take you to the highest of highs and the lowest of lows. When you're low, it feels like things will never improve. But they always do.

Brett is your wife single?