Introduction and What is the Buy Side (Meaning Hedge Funds or Mutual Funds)?
  • Thank You Message from Chris
  • Course Introduction & Who is this Course For?
  • What is the Relationship Between the Buy Side and the Sell Side?
  • Practice Activity: Decide What Buy Side Role You Are Most Passionate About
  • Practice Activity Results Analysis: Congratulations!
Hedge Funds Overview
  • Hedge Funds Introduction
  • A Day in the Life of a Hedge Fund Analyst
  • Pros and Cons of Working at a Hedge Fund
  • Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)
Mutual Funds Overview
  • Mutual Funds Introduction
  • A Day in the Life of a Mutual Fund Analyst
  • Pros and Cons of Working at a Mutual Fund
What is a Buy Side Research Process?
  • Research Process Introduction
  • 8 Step Research Process
  • Completing an Investment Idea Template
  • Differences Between the Research Process at a Hedge Fund and at a Mutual Fun
  • Quiz on the Investment Research Process
Catalysts
  • What is an Investment Catalyst and Why is it Important?
  • Catalysts for Hedge Funds
  • Catalysts for Mutual Funds
  • Quiz on Catalysts
Coming Up with Hedge Fund Investment Ideas
  • Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.
  • Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes
  • How to Create and Pitch Hedge Fund Long Ideas
  • How to Create and Pitch Hedge Fund Short Ideas + Exercise
  • Analyzing Technicals and Stop Losses
  • Hedge Fund Idea Templates (Use these to impress your boss or potential boss)
Coming Up with Mutual Fund Investment Ideas
  • Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.
  • How to Create and Pitch Mutual Fund Long (Buy) Ideas
  • Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)
Accounting Part 1 of 3: Income Statement Analysis
  • Why is the Income Statement Important & How Can It Help You Achieve Your Goals
  • Income Statement Explanation
  • Income Statement Example and Analysis
  • Income Statement Analysis Exercise
  • Income Statement Analysis Exercise Answers Explanations
Accounting Part 2 of 3: Balance Sheet Analysis
  • Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals
  • Balance Sheet Explanation
  • Balance Sheet Example and Analysis
  • Balance Sheet Analysis Exercise
  • Balance Sheet Analysis Exercise Answer Explanations
Accounting Part 3 of 3: Cash Flow Statement Analysis
  • Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals
  • Cash Flow Statement Explanation
  • Cash Flow Statement Example and Analysis
  • Cash Flow Statement Analysis Exercise
  • Cash Flow Statement Analysis Exercise Answer Explanations
  • Financial Statement Analysis Conclusion (How All 3 Statements Are Related)
Financial Modeling Part 1 of 4: Introduction and Best Practices
  • Why is Financial Modeling Important & How Can It Help You Achieve Your Goals
  • Financial Modeling Best Practices
  • Financial Modeling Introduction & Best Practices Quiz
Financial Modeling Part 2 of 4: Where Do I Get Historical Data From?
  • Why is Investor Relations+SEC.Gov Important & How Can It Help Me Build Models?
  • Introduction to Investor Relations (A Great Model Data Source)
  • Introduction to SEC.gov (Another Great Model Data Source)
  • Yahoo Finance (Another Great Model Data Source)
  • What is the Quarterly Earnings Call & Why Is It Important for Modeling Purposes?
  • Financial Modeling Data Sources Quiz
Financial Modeling Part 3 of 4: Case Study: Building a Model for LinkedIn
  • Case Study Introduction and What You Will Learn in this Section
  • Qualitative Analysis on LinkedIn (Also..Please Be Mindful of Compliance Rules)
  • What is the Total Addressable Market for LinkedIn and Why is this Important?
  • LinkedIn Model Introduction
  • LinkedIn Model Discussion in More Detail (Historical Data Only)
  • Forecasting the LinkedIn Model
Financial Modeling Part 4 of 4: Financial Model Exercise
  • Financial Modeling Exercises Introduction
  • Financial Modeling Exercise
  • Modeling Exercise Answer Explanations
Valuation Part 1 of 6: Introduction and Best Practices
  • Introduction to Valuation
  • More Detail on Growth Versus Value and P/E + P/R + DCF Overview
  • 25 Valuation and Modeling Best Practices
  • Exercise: Valuation Best Practices Quiz
Valuation Part 2 of 6: Discounted Cash Flow (DCF)
  • What is DCF, Why is it Important and How Does it Work?
  • Calculating the Terminal Value
  • Calculating the Weighted Average Cost of Capital (WACC)
  • DCF Example
  • DCF Exercise
  • DCF Exercise Answer Explanations Part 1 of 2
  • DCF Exercise Answer Explanations Part 2 of 2
Valuation Part 3 of 6: Price to Revenue
  • What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?
  • Price to Revenue Example
  • Price to Revenue Valuation Exercise
  • Price to Revenue Exercise Answer Explanations
Valuation Part 4 of 6: Price to Earnings & Additional Valuation Methodologies
  • Introduction to P/E and Why it Matters
  • Price to Earnings Example
  • Price to Earnings Valuation Exercise