Introduction and What is the Buy Side (Meaning Hedge Funds or Mutual Funds)?

1. Course Introduction & Who is this Course For?

05:02

2. What is the Relationship Between the Buy Side and the Sell Side?

05:40

3. Practice Activity: Decide What Buy Side Role You Are Most Passionate About

00:19

4. Practice Activity Results Analysis: Congratulations!

03:47

Hedge Funds Overview

1. Hedge Funds Introduction

09:20

2. A Day in the Life of a Hedge Fund Analyst

04:39

3. Pros and Cons of Working at a Hedge Fund

02:08

4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)

04:49

Mutual Funds Overview

1. Mutual Funds Introduction

06:03

2. A Day in the Life of a Mutual Fund Analyst

01:07

3. Pros and Cons of Working at a Mutual Fund

02:57

What is a Buy Side Research Process?

1. Research Process Introduction

01:37

2. 8 Step Research Process

07:52

3. Completing an Investment Idea Template

05:15

4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun

01:21

Catalysts

1. What is an Investment Catalyst and Why is it Important?

01:11

2. Catalysts for Hedge Funds

05:15

3. Catalysts for Mutual Funds

04:24

Coming Up with Hedge Fund Investment Ideas

1. Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.

01:13

2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes

02:48

3. How to Create and Pitch Hedge Fund Long Ideas

04:58

4. How to Create and Pitch Hedge Fund Short Ideas + Exercise

06:38

5. Analyzing Technicals and Stop Losses

14:20

Coming Up with Mutual Fund Investment Ideas

1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.

01:24

2. How to Create and Pitch Mutual Fund Long (Buy) Ideas

10:30

Accounting Part 1 of 3: Income Statement Analysis

1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals

01:49

2. Income Statement Explanation

03:57

3. Income Statement Example and Analysis

08:48

4. Income Statement Analysis Exercise

01:07

5. Income Statement Analysis Exercise Answers Explanations

02:57

Accounting Part 2 of 3: Balance Sheet Analysis

1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals

01:08

2. Balance Sheet Explanation

02:04

3. Balance Sheet Example and Analysis

08:40

4. Balance Sheet Analysis Exercise

00:59

5. Balance Sheet Analysis Exercise Answer Explanations

02:39

Accounting Part 3 of 3: Cash Flow Statement Analysis

1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals

01:23

2. Cash Flow Statement Explanation

02:09

3. Cash Flow Statement Example and Analysis

06:34

4. Cash Flow Statement Analysis Exercise

00:35

5. Cash Flow Statement Analysis Exercise Answer Explanations

02:08

6. Financial Statement Analysis Conclusion (How All 3 Statements Are Related)

02:17

Financial Modeling Part 1 of 4: Introduction and Best Practices

1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals

02:00

2. Financial Modeling Best Practices

05:13

Financial Modeling Part 2 of 4: Where Do I Get Historical Data From?

1. Why is Investor Relations+SEC.Gov Important & How Can It Help Me Build Models?

01:41

2. Introduction to Investor Relations (A Great Model Data Source)

11:17

3. Introduction to SEC.gov (Another Great Model Data Source)

07:07

4. Yahoo Finance (Another Great Model Data Source)

05:28

5. What is the Quarterly Earnings Call & Why Is It Important for Modeling Purposes?

04:36

Financial Modeling Part 3 of 4: Case Study: Building a Model for LinkedIn

1. Case Study Introduction and What You Will Learn in this Section

01:53

2. Qualitative Analysis on LinkedIn (Also..Please Be Mindful of Compliance Rules)

05:18

3. What is the Total Addressable Market for LinkedIn and Why is this Important?

06:10

4. LinkedIn Model Introduction

05:15

5. LinkedIn Model Discussion in More Detail (Historical Data Only)

17:47

6. Forecasting the LinkedIn Model

16:35

Financial Modeling Part 4 of 4: Financial Model Exercise

1. Financial Modeling Exercises Introduction

00:49

2. Financial Modeling Exercise

03:33

3. Modeling Exercise Answer Explanations

10:09

Valuation Part 1 of 6: Introduction and Best Practices

1. Introduction to Valuation

01:13

2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview

04:21

Valuation Part 2 of 6: Discounted Cash Flow (DCF)

1. What is DCF, Why is it Important and How Does it Work?

06:16

2. Calculating the Terminal Value

02:43

3. Calculating the Weighted Average Cost of Capital (WACC)

06:23

4. DCF Example

07:45

5. DCF Exercise

01:57

6. DCF Exercise Answer Explanations Part 1 of 2

19:28

7. DCF Exercise Answer Explanations Part 2 of 2

10:31

Valuation Part 3 of 6: Price to Revenue

1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?

02:10

2. Price to Revenue Example

01:44

3. Price to Revenue Exercise Answer Explanations

05:14

Valuation Part 4 of 6: Price to Earnings & Additional Valuation Methodologies

1. Introduction to P/E and Why it Matters

02:47

2. Price to Earnings Example

02:29

3. Price to Earnings Exercise Answer Explanations

05:44

4. Additional Valuation Methodologies

01:39

Valuation Part 5 of 6: Final Target Price Calculation & "TAM Sanity Check"

1. Our Final Price Target Calculation

00:31

2. Using the TAM to Verify How Realistic Our Target Price Is

01:07

Valuation Part 6 of 6: Differences in How Hedge & Mutual Funds Model & Value

1. How Hedge Funds Create Financial Models and Target Prices

06:38

2. How Mutual Funds Create Financial Models and Target Prices

08:22

Assessing Financials with Formulas

1. Introduction to Formulas

00:36

2. Amazing Formulas to Assess Financials

07:30

3. Discussion of the Answers to the Formulas Exercise

10:24

Interviewing Management & Additional Compliance Topics

1. Interviewing Management as Part of the Investment Research Process

08:28

2. Important Compliance Topics

03:20

Buy Side Interview

1. Getting Hired as a Mutual Fund Analyst

05:49

2. Getting Hired as a Hedge Fund Analyst

09:48

3. Interview Tips: Especially if You Have No Idea How to Answer a Question

18:04

Keeping Your Boss (the Portfolio Manager) Happy at a Hedge Fund

1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)

03:35

2. Politics in Hedge Funds to Be Aware of

03:34

Keeping Your Boss (the Portfolio Manager) Happy at a Mutual Fund

1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)

03:28

2. Politics in Mutual Funds to Be Aware of

01:54

Getting Promoted from Analyst to Portfolio Manager at a Hedge fund

1. What is the Role of a Hedge Fund Portfolio Manager?

14:40

2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2

19:09

3. How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2

14:17

Getting Promoted from Analyst to Portfolio Manager at a Mutual Fund

1. What is the Role of a Mutual Fund Portfolio Manager?

04:52

2. How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund

05:56