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Brett Caughran

@FundamentEdge

Aug 23

9 tweets
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UPDATED TWEET INDEX

It's honestly so fricking cool hearing from all of you how these threads are being sent around internally at your funds. I feel so gratified hearing that these frameworks are helping, and it makes me incredibly motivated to deliver more! For those of you interested in Academy,

THANK YOU FOR YOUR PATIENCE, first of all, but I hope this glimpse of content gives you a better understanding of the type of content we will be delivering. For every tweet, there's a lecture, a deck, multiple case study, and where applicable, a skills test & feedback session.

I'd guess I'm about 55% of the way through foundational content. If you haven't muted me yet, you must be a super-fan! Stay tuned for more. Modeling: Scratch Construction twitter.com/FundamentEdge/… Modeling: Revenue Build Approaches twitter.com/FundamentEdge/…

Brett Caughran

@FundamentEdge

Aug 01View on Twitter

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.

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Modeling: 12 Common Buy-Side Approaches twitter.com/FundamentEdge/… Research: Quick Dives twitter.com/FundamentEdge/… Research: Stock Checklist twitter.com/FundamentEdge/… Idea Machine: Overview twitter.com/FundamentEdge/… Idea Machine: Idea Buckets twitter.com/FundamentEdge/…

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

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Earnings Season: Roadmap twitter.com/FundamentEdge/… Management: Evaluating Management twitter.com/FundamentEdge/… Management: Meeting Manual twitter.com/FundamentEdge/… Execution: Tiger to Pod Approaches twitter.com/FundamentEdge/… Portfolio Management: Factor Models twitter.com/FundamentEdge/…

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.

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Resources: Buy-Side View on Good Sell-Sider twitter.com/FundamentEdge/… Learning Curve: Learning a New Industry twitter.com/FundamentEdge/… Learning Curve: Ramping a New Seat twitter.com/FundamentEdge/… Talent: How to Break In twitter.com/FundamentEdge/…

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…

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Talent: Talent Portal twitter.com/FundamentEdge/… Talent: The Problem With Analyst Training twitter.com/FundamentEdge/… The Life: A Hedge Fund Life twitter.com/FundamentEdge/… The Life: Blowing up Your PM twitter.com/FundamentEdge/… The Life: Tough Times Playbook twitter.com/FundamentEdge/…

And how can we forget, @Dr. Parik Patel, BA, CFA, ACCA Esq. stealing my wife: twitter.com/ParikPatelCFA/…

Brett is your wife single?

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Brett Caughran

@FundamentEdge

Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!

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