The Complete Financial Analyst Training And Investing

Tags: Financial Analysis , Investing

Succeed as a Financial Analyst &Investor by Award Winning MBA Prof who worked @Goldman, in Hedge Funds & Venture Capital

Last updated 2022-01-10 | 4.6

- 22+ hour complete financial analyst course!
- #1 Best Selling Investing Course on Udemy!
- How to pick stocks.

What you'll learn

22+ hour complete financial analyst course!

#1 Best Selling Investing Course on Udemy!

How to pick stocks.

Become an expert in Excel for financial analysts (no prior Excel knowledge is required).

How to manage a portfolio.

How an IPO works.

How to build financial models.

How to get hired and promoted as a financial analyst.

How risk management works.

How to use technical analysis.

How to value companies.

Use and create Excel based templates developed by Chris to help you create financial statements from scratch (meaning income statements

balance sheets

cash flow statements and more).

Use and create Excel based templates developed by Chris to help you value companies using several different valuation methodologies

including P/E

P/R and Discounted Cash Flow (DCF).

Use and create Excel based templates developed by Chris to help you manage a portfolio.

How Monetary Policy works.

How Fiscal Policy works.

How interest rates are changed and why this is crucial to understand for successful financial analysts.

How to pitch long and short ideas to portfolio managers.

How to find great venture capital investment ideas.

How to come up with mutual fund investment ideas (longs - meaning buys) using an easy to understand top down and bottoms up research process.

How to come up with hedge fund investment ideas (longs and shorts) using an easy to understand top down and bottoms up research process.

Identify crucial catalysts (timed events) in order to know when the optimal time is to buy or short a stock.

Understand how investment banks (the 'Sell Side') can help you be more successful in a hedge fund or mutual fund career.

Analyze and understand an income statement (even if you have no experience with income statements).

Analyze and understand a balance sheet (even if you have no experience with balance sheets).

Analyze and understand a cash flow statement (even if you have no experience with cash flow statements).

Understand and use modeling best practices so you can create financial models.

Know where to get data in order to build a financial model (in depth understanding of identifying and using/navigating the best free websites and sources to build your financial model)!

Create a financial model (projecting the future) for an income statement.

Other valuation methodologies

including EV/Sales

EV/EBITDA

P/B

EV/FCF

etc.

Create a financial model (projecting the future) for a balance sheet.

Create a financial model (projecting the future) for a cash flow statement.

Understand valuation best practices so you can create target prices based on your financial models.

How to use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices.

How to use P/E in order to pick target prices.

How to use P/R in order to pick target prices.

Come up with a target price based on an average of several different valuation methodologies.

Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking

Venture Capital

Private Equity

Private Wealth Management etc.).

Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst

including the pros and cons.

Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst

including the pros and cons.

Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst

including the pros and cons.

Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst

including the pros and cons.

Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst

including the pros and cons.

Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst

including the pros and cons.

Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst

including the pros and cons.

Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst

including the pros and cons.

Sell Side Trader: Understand from a high level perspective what a Sell Side Trader’s firm is as well as what the role/job is of a Sell Side Trader Financial Analyst

including the pros and cons.

Large Non Finance Company: Understand from a high level perspective what a Large Non Finance Company firm is as well as what the role/job is of a Large Non Finance Company Financial Analyst

including the pros and cons.

Equity Capital Markets: Understand from a high level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of a Equity Capital Markets Financial Analyst

including the pros and cons.

Hedge Fund: Understand from a high level perspective what a Hedge Fund is as well as what the role/job is of a Hedge Fund Financial Analyst

including the pros and cons.

Equity Sales: Understand from a high level perspective what an Equity Sales’ firm is as well as what the role/job is of an Equity Sales Financial Analyst

including the pros and cons.

Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’s firm is as well as what the role/job is of a Tech / Artificial Intelligence Financial Analyst

including the pros and cons.

Learn what finance role you are most passionate about pursuing.

* Requirements

* Anyone can take this course (no prior knowledge of finance or Excel is required)! I recommend having the latest version of Excel if you want to complete all of the Excel exercises (the Windows and Mac versions of Excel both work with all downloadable files in this course).

Description

22+ hour complete financial analyst course!
#1 Best Selling Investing Course on Udemy!
How to pick stocks.
Become an expert in Excel for financial analysts (no prior Excel knowledge is required).
How to manage a portfolio.
How an IPO works.
How to build financial models.
How to get hired and promoted as a financial analyst.
How risk management works.
How to use technical analysis.
How to value companies.
Use and create Excel based templates developed by Chris to help you create financial statements from scratch (meaning income statements, balance sheets, cash flow statements and more).
Use and create Excel based templates developed by Chris to help you value companies using several different valuation methodologies, including P/E, P/R and Discounted Cash Flow (DCF).
Use and create Excel based templates developed by Chris to help you manage a portfolio.
How Monetary Policy works.
How Fiscal Policy works.
How interest rates are changed and why this is crucial to understand for successful financial analysts.
How to pitch long and short ideas to portfolio managers.
How to find great venture capital investment ideas.
How to come up with mutual fund investment ideas (longs - meaning buys) using an easy to understand top down and bottoms up research process.
How to come up with hedge fund investment ideas (longs and shorts) using an easy to understand top down and bottoms up research process.
Identify crucial catalysts (timed events) in order to know when the optimal time is to buy or short a stock.
Understand how investment banks (the 'Sell Side') can help you be more successful in a hedge fund or mutual fund career.
Analyze and understand an income statement (even if you have no experience with income statements).
Analyze and understand a balance sheet (even if you have no experience with balance sheets).
Analyze and understand a cash flow statement (even if you have no experience with cash flow statements).
Understand and use modeling best practices so you can create financial models.
Know where to get data in order to build a financial model (in depth understanding of identifying and using/navigating the best free websites and sources to build your financial model)!
Create a financial model (projecting the future) for an income statement.
Other valuation methodologies, including EV/Sales, EV/EBITDA, P/B, EV/FCF, etc.
Create a financial model (projecting the future) for a balance sheet.
Create a financial model (projecting the future) for a cash flow statement.
Understand valuation best practices so you can create target prices based on your financial models.
How to use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices.
How to use P/E in order to pick target prices.
How to use P/R in order to pick target prices.
Come up with a target price based on an average of several different valuation methodologies.
Learn about 14 different Financial Analyst jobs and how they overlap and work together (including Investment Banking, Venture Capital, Private Equity, Private Wealth Management etc.).
Investment Banking: Understand from a high level perspective what an Investment Bank is as well as what the role/job is of an Investment Banking Financial Analyst, including the pros and cons.
Venture Capital: Understand from a high level perspective what a Venture Capital firm is as well as what the role/job is of a Venture Capital Financial Analyst, including the pros and cons.
Private Equity: Understand from a high level perspective what a Private Equity firm is as well as what the role/job is of a Private Equity Financial Analyst, including the pros and cons.
Private Wealth Management: Understand from a high level perspective what a Private Wealth Management firm is as well as what the role/job is of a Private Wealth Management Financial Analyst, including the pros and cons.
Sell Side Research Analyst: Understand from a high level perspective what a Sell Side Research Analyst’s firm is as well as what the role/job is of a Sell Side Research Financial Analyst, including the pros and cons.
Sales Trader: Understand from a high level perspective what a Sales Trader’s firm is as well as what the role/job is of a Sales Trader Financial Analyst, including the pros and cons.
Buy Side Trader: Understand from a high level perspective what a Buy Side Trader’s firm is as well as what the role/job is of a Buy Side Trader Financial Analyst, including the pros and cons.
Mutual Fund: Understand from a high level perspective what a Mutual Fund is as well as what the role/job is of a Mutual Fund Financial Analyst, including the pros and cons.
Sell Side Trader: Understand from a high level perspective what a Sell Side Trader’s firm is as well as what the role/job is of a Sell Side Trader Financial Analyst, including the pros and cons.
Large Non Finance Company: Understand from a high level perspective what a Large Non Finance Company firm is as well as what the role/job is of a Large Non Finance Company Financial Analyst, including the pros and cons.
Equity Capital Markets: Understand from a high level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of a Equity Capital Markets Financial Analyst, including the pros and cons.
Hedge Fund: Understand from a high level perspective what a Hedge Fund is as well as what the role/job is of a Hedge Fund Financial Analyst, including the pros and cons.
Equity Sales: Understand from a high level perspective what an Equity Sales’ firm is as well as what the role/job is of an Equity Sales Financial Analyst, including the pros and cons.
Tech / Artificial Intelligence: Understand from a high level perspective what a Tech / Artificial Intelligence’s firm is as well as what the role/job is of a Tech / Artificial Intelligence Financial Analyst, including the pros and cons.
Learn what finance role you are most passionate about pursuing.

Course content

54 sections • 229 lectures

Course Introduction & How to Take this Course 7 lectures

Thank You Message from Chris Preview 00:02

Please Find Attached Your Portfolio Dashboard & 7 Steps to Modeling Spreadsheets Preview 01:18

Introduction and How to Take this Course Preview 14:22

Quick Access Index of Topics in this Course Preview 00:18

Overview of Different Financial Analyst Roles and How They Work Together Preview 03:46

We will cover 14 different Financial Analyst roles in this course, including an overview of the role, the pros and cons as well as a day in the life. This section introduces 7 of the roles. We will cover all 14 roles throughout this course.

What Are the Major Differences Between the Different Financial Analyst Roles? Preview 11:27

What Are the Pros and Cons of Working as a Financial Analyst? Preview 03:31

Optional Exercise: Decide What Financial Analyst Role Interests You the Most 3 lectures

How to Take this Survey to Determine What Financial Analyst Role You Might Enjoy Preview 03:23

Optional Practice Activity:Decide What Finance Role You're Most Passionate About Preview 00:11

This optional exercise will help you decide what financial analyst role makes most sense for you. Please note that there is no video for this particular lecture. Please just open the attached PDF and read the instructions in order to complete the exercise. Thanks

Practice Activity Results Analysis Preview 03:26

Global Macroeconomics + How the World of Finance Works + Excel Part 1/4: The IMF 6 lectures

Introduction to Global Economics (What, Why & How of this Section) Preview 04:39

The International Monetary Fund, GDP and Why this Matters to Financial Analysts Preview 19:05

Excel Exercise #1: Analyzing IMF GDP Data Preview 05:33

Answers to Excel Exercise #1: Part 1 of 3 (Answers to Questions 1 through 12) Preview 19:59

Answers to Excel Exercise #1: Part 2 of 3 (Answers to Questions 13 through 16) Preview 19:46

Answers to Excel Exercise #1: Part 3 of 3 (Answers to Questions 17 through 20) Preview 18:58

Global Economics & Excel Part 2/4: The World Bank and Inflation 3 lectures

The World Bank as Another Great Data Resource for Financial Analysts Preview 02:26

Excel Exercise #2: Analyzing World Bank Inflation Data Preview 01:03

Answers to the Excel Exercise #2 Preview 05:11

Global Econ. & Excel Part 3/4: Currencies, Monetary Policy and Interest Rates 4 lectures

How+ Why Do Interest Rates Change & Why this is Important for Financial Analysts Preview 19:17

Understanding Currency Movements and Monetary Policy Preview 16:56

Excel Exercise #3: Analyzing Data from the Bureau of Labor and Statistics Preview 00:45

Answers to the Excel Exercise #3 Preview 10:40

Global Econ. +Excel Part 4/4: Fiscal Policy, WTO, Monopolies, Bitcoin & More 5 lectures

Fiscal Policy and Economic Stimulation Preview 13:46

The World Trade Organization as Another Great Resource for Financial Analysts Preview 01:45

Monopolies & Oligopolies are the Best Investments Preview 02:10

Quiz on Global Macroeconomics for Financial Analysts

Side Note: Is Bitcoin the Largest Threat to National Monetary Policy Security? Preview 04:00

Foundations & Introducing "Portfolio Management, Investment & Excel Dashboard!" 8 lectures

Finance Foundations Introduction Preview 01:42

Quick Accounting Review and the Shark Virtual Reality IPO? : ) Preview 03:14

Attached is Your 7 Step Template for Creating Financials, Models and Valuations! Preview 04:09

What are Growth and Value Investors and Why this is Important to Your Success Preview 05:13

What Financial Statements & Valuation Methods Matter Most to Which Analysts? Preview 03:54

Excel Exercise #4: Formatting the Portfolio Dashboard Preview 01:38

Answers to Excel Exercise #4: Part 1 of 2 (Answers to Questions 1 through 5) Preview 08:55

Answers to Excel Exercise #4: Part 2 of 2 (Answers to Questions 5 through 10) Preview 15:06

Investment Banking Part 1: Introduction, Mergers & Acquisitions and the IPO 5 lectures

What is Investment Banking and How Does it Work? Preview 11:47

Deliverables that Investment Bankers Create Preview 08:35

The IPO (Initial Public Offering) and the NDSR (Non Deal Roadshow) Preview 09:04

Introduction to Investment Banking Modeling, Mergers & Acquisitions & Valuation Preview 19:09

Coming up with M&A (Mergers & Acquisitions) Ideas Preview 04:45

Investment Banking Part 2: Getting Hired, Promoted, Pros & Cons and Much More 5 lectures

How to Get Promoted in Investment Banking Preview 07:08

7 Amazing Interview Tips for Investment Banking (or ANY Financial Analyst) Jobs Preview 19:23

How to "Manage Up" in Investment Banking and Financial Services in General Preview 03:42

The Pros and Cons of Working in Investment Banking Preview 04:10

Investment Banking Politics to Be Aware of Preview 03:50

Stock Markets + Portfolio Management: Part 1: Learn by Doing Excel Exercises 4 lectures

Excel Exercise #5: Stock Market Index,Valuation, Earnings+Conditional Formatting Preview 04:06

Answers to Excel Exercise #5: Part 1 of 3 (Answers to Questions 1 through 6) Preview 18:49

Answers to Excel Exercise #5: Part 2 of 3 (Answers to Questions 7 through 9) Preview 20:11

Answers to Excel Exercise #5: Part 3 of 3 (Answers to Questions 10 through 12) Preview 13:42

Stock Markets + Portfolio Management: Part 2: Learn by Doing Excel Exercises 5 lectures

Exercise #6: Stock Sector Analysis, Risk Management, Data Feeds & Data Analysis Preview 02:00

Answers to Excel Exercise #6: Part 1 of 4 (Answers to Questions 1 through 6) Preview 17:24

Answers to Excel Exercise #6: Part 2 of 4 (Answers to Questions 7 through 8) Preview 12:05

Answers to Excel Exercise #6: Part 3 of 4 (Answer to Question 9) Preview 16:30

Answers to Excel Exercise #6: Part 4 of 4 (Answer to Question 10) Preview 04:27

Stock Markets + Portfolio Management: Part 3: Learn by Doing Excel Exercises 5 lectures

Exercise #7: Introduction to the INCREDIBLE Yahoo Finance "A.P.I.!" Preview 04:14

Answers to Excel Exercise #7: Part 1 of 3 (Answers to Questions 1 and 2) Preview 16:22

Answers to Excel Exercise #7: Part 2 of 3 (Answer to Question 3) Preview 04:08

Answers to Excel Exercise #7: Part 3 of 3 (Answers to Questions 4 and 5) Preview 05:12

Side Note: It Shouldn’t Be About $, But Here is What an Analyst Makes Preview 04:52

Stock Markets + Portfolio Management: Part 4: Learn by Doing Excel Exercises 4 lectures

Excel Exercise #8: Introduction: FX Exchange, Spinners, Check-boxes and More! Preview 02:17

Answers to Excel Exercise #8: Part 1 of 3 (Answers to Questions 1-3) Preview 01:58

Answers to Excel Exercise #8: Part 2 of 3 (Answer to Questions 4-6) Preview 06:32

Answers to Excel Exercise #8: Part 3 of 3 (Answers to Questions 7-10) Preview 04:07

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 1 4 lectures

Exercise #9: Intro: VLOOKUP for Sector Drivers, Sector and Stock Risk Exposure Preview 01:47

Answers to Excel Exercise #9: Part 1 of 3 (Answers to Questions 1 and 2) Preview 17:51

Answers to Excel Exercise #9: Part 2 of 3 (Answers to Questions 3 through 7) Preview 15:47

Answers to Excel Exercise #9: Part 3 of 3 (Answers to Questions 8 through 10) Preview 05:01

Creating Your Portfolio Management & Investment Analysis Excel Dashboard Part 2 5 lectures

Exercise #10: Intro: Beta/Alpha+ More Portfolio/Risk Management Dashboard Topics Preview 03:26

Answers to Excel Exercise #10: Part 1 of 4 (Answers to Questions 1 through 4) Preview 17:43

Answers to Excel Exercise #10: Part 2 of 4 (Answers to Questions 5 through 8) Preview 01:40

Answers to Excel Exercise #10: Part 3 of 4 (Answers to Questions 9 and 10) Preview 20:09

Answers to Excel Exercise #10: Part 4 of 4 (Answers to Questions 11 through 17) Preview 18:44

"Sell Side" Equity Research Part 1: What is it + How they Research Investments 7 lectures

What is the Sell Side and How Does it Work? Preview 09:01

The Relationship Between the "Sell Side" and the"Buy Side" Preview 05:27

Coming Up with Sell Side Research Ratings Preview 06:34

How to Create a Detailed Investment Research Report (22 Page Template Attached) Preview 09:12

What is a Sell Side initiation report?
Where do I get information for the initiation report?
What should I include in an initiation report?

Earnings Reports (What Are they and How to Write them) Preview 07:58

How to Pitch Investments Ideas to the Buy Side (to Hedge and Mutual Funds) Preview 02:41

Modeling for Sell Side Analysts Preview 02:02

"Sell Side" Equity Research Part 2: Getting Promoted, Hired, Politics & More 6 lectures

How to Get Promoted in Sell Side Equity Research Preview 04:00

7 Things You Must Do to Get Hired as a Financial Analyst in Equity Research Preview 01:51

How to Manage Up in Equity Research Preview 05:51

The Pros and Cons of Being an Equity Research Analyst Preview 03:45

Equity Sell Side Research Politics to Be Aware of Preview 02:18

A Day in the Life of a Sell Side Analyst Preview 05:00

Surprise Compliance Emergency Lecture (Please take Compliance Very Seriously) 2 lectures

Side Note: Important Compliance Topics Preview 03:20

How to protect yourself and your family. It is easy for many to break the law by accident in the financial services industry.

Please Be Careful and Always Compliant. Thanks Preview 03:51

Venture Capital Part 1: Introduction, Coming Up with Ideas + Beating Other VCs 5 lectures

Venture Capital Overview Preview 12:09

How Do You Find GREAT Venture Capital Ideas? Preview 04:05

How do analysts find VC investment ideas?
What is their source of networking contacts?

Pitching VC Ideas to the Partner You Work For Preview 17:48

How Do You Win Deals in Venture Capital Over Other Firms? Preview 06:13

How to Create Financial Models in the Venture Capital Sector Preview 05:43

Venture Capital Part 2: Getting Promoted, Hired, Pros & Cons, Politics in VC etc 7 lectures

How to Get Promoted to Partner at a VC Firm Preview 03:29

How to Get Hired at a VC Firm Preview 04:05

How to Manage Up at a VC Firm Preview 02:01

Venture Capital Pros and Cons Preview 03:40

Politics at a VC Firm Preview 02:09

Venture Capital a Day in the Life Preview 05:11

Side Note: 10 Meetings Best Practices Preview 03:44

"Buy Side" Part 1: Hedge Funds & Short Positions (Opposite of Owning a Stock) 5 lectures

Hedge Funds Introduction & How Does a Short Work (Opposite of Owning a Stock) Preview 09:12

Learn what a hedge fund is, how a short works, how a hedge fund is structured, what the top hedge funds to work for are and where are they located.

A Day in the Life of a Hedge Fund Analyst Preview 04:39

This video is an overview of a day in the life of a hedge fund analyst. In this video we discuss the investment framework that we will use to analyze potential investment ideas, including analyzing fundamentals, valuation, technical analysis and catalysts. We will cover all of the aforementioned investment framework topics in much more detail later in this course.

Pros and Cons of Working at a Hedge Fund Preview 02:08

Learn what are the positive and negative characteristics of working at a hedge fund.

Other Hedge Fund Strategies (Event Driven, Computer Trading etc.) Preview 04:48

Learn what the different type of hedge fund strategies are, including Long/Short, Event Driven, Activist, Macro and Artificial Intelligence based computer trading systems.

Side Note: You Need MANY Mentors if You Want a Promotion! Preview 02:39

"Buy Side" Part 2: Mutual Funds (Longer Term Investing, Unlike Most Hedgies) 3 lectures

Mutual Funds Introduction & How Do they Work? Preview 06:09

Learn what a mutual fund is, how a mutual fund is structured, what the top mutual funds to work for are and where are they located.

A Day in the Life of a Mutual Fund Analyst Preview 02:13

Learn what the difference is between working at a mutual fund and working at a hedge fund.

Pros and Cons of Working at a Mutual Fund Preview 02:56

Learn what are the positive and negative characteristics of working at a mutual fund.

"Buy Side" Part 3: What is a Buy Side Research Process? 6 lectures

Research Process Introduction Preview 02:37

The top investors have a rock solid investment research process. This section will teach you how to use investment frameworks to ensure that you are a more successful investor.

8 Step Research Process Preview 07:55

This lecture will teach you my 8 step research process that I have refined over my career, which makes it much easier to identify great investment ideas.

Completing an Investment Idea Template Preview 05:12

Attached to this section are a few templates that are easy to complete that will impress potential clients, employers etc. I have used these templates which have helped me to raise money for my hedge fund that I launched as well as to get me jobs at a few of the top hedge funds in the world.

Differences Between the Research Process at a Hedge Fund and at a Mutual Fun Preview 01:23

This lecture will help you understand the differences between how the investment research process works at a hedge fund and at a mutual fund.

Interviewing Management as Part of the Investment Research Process Preview 08:24

What are the best questions to ask management teams as part of our best practices research process? 25 year ex CIA and FBI veterans trained me to look for lies in the answers to questions (discussed in this section). What questions you should never ask (could result in legal issues if you ask them and you get an answer).

Quiz on the Investment Research Process

"Buy Side" Part 4: Catalysts (Meaning the Reason to Invest as Timing is Crucial) 5 lectures

What is an Investment Catalyst and Why is it Important? Preview 01:10

Timing of when to invest in a company is crucial; learn how to think about the optimal timing of an investment.

Catalysts for Hedge Funds Preview 05:17

Learn how to identify events that professional hedge fund investors identify to help them pick winning investment ideas (long and shorts).

Catalysts for Mutual Funds Preview 04:26

Learn how to identify events that professional mutual fund investors identify to help them pick winning investment buy ideas.

Quiz on Catalysts

Side Note: More Details on the Quarterly Earnings Call Preview 03:54

"Buy Side" Part 5: Coming Up with Hedge Fund (Shorter-Term) Investment Ideas 5 lectures

Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas. Preview 01:10

Learn how professional hedge fund investors decide what companies to invest in.

Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes Preview 02:47

Picking a winning stock idea is based on also picking the right sector and the right investment themes.

How to Create and Pitch Hedge Fund Long Ideas Preview 04:58

More information on how to complete investment templates (included in this course) to help you improve your buy idea stock picking performance.

How to Create and Pitch Hedge Fund Short Ideas + Exercise Preview 06:38

Exercise on how to identify cyclical shorts and secular shorts (and what these concepts mean). More information on how to complete investment templates (included in this course) to help you improve your short idea stock picking performance.

Hedge Fund Idea Templates (Use these to impress your boss or potential boss) Preview 00:28

Complete the attached 1 page idea template in PowerPoint format and then save as a PDF. You can use this to impress your current or future potential boss. Please note that I included 2 types of templates to complete. One of the templates includes a section called "technicals," WHICH IS COVERED IN THE NEXT SECTION. It is important to only use the template that contains the technicals section if you are 100% sure that your boss (or potential boss) uses technicals when deciding to invest in a company. If you are unsure, please be conservative and simply use the template that does not contain technicals. Please let me know if you have any questions. Thanks

Trading Technical Analysis and Trader (and Other) Financial Analyst Roles 11 lectures

Analyzing Technicals and Stop Losses Preview 14:26

What is technical analysis and why do hedge funds use technical analysis on helping them to decide when to put on or take off a position? Concepts covered in this section includes: the relative strength index, moving averages, trend lines, ascending triangle formations, short interest, stop losses and much more.

Introduction to Traders and 9 Other Financial Analyst Roles Preview 02:32

Salestrader Financial Analyst Role (Part of an Investment Bank) Preview 01:03

Salestrader Pros and Cons Preview 02:09

Salestrader Day in the Life Preview 03:26

Sell Side Trader Financial Analyst Role (Part of an Investment Bank) Preview 05:05

Sell Side Trader Pros and Cons Preview 01:44

Sell Side Trader Day in the Life Preview 03:12

Buy Side Trader (@ a Hedge Fund or Mutual Fund) Financial Analyst Role Overview Preview 02:02

Buy Side Trader Pros and Cons Preview 02:43

Buy Side Trader Day in the Life Preview 04:02

"Buy Side" Part 6: Coming Up with Mutual Fund (Longer Term) Investment Ideas 3 lectures

Introduction to Coming Up with Mutual Fund Long (Buy) Ideas. Preview 01:24

Learn how professional mutual fund investors decide what companies to invest in.

How to Create and Pitch Mutual Fund Long (Buy) Ideas Preview 10:31

More information on how to complete investment templates (included in this course) to help you improve your buy idea stock picking performance.

Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss) Preview 00:09

Complete the attached 1 page idea template in PowerPoint format and then save as a PDF. You can use this to impress your current or future potential boss. Please let me know if you have any questions. Thanks

"Buy Side" Part 7: Buy Side Interview 2 lectures

Getting Hired as a Mutual Fund Analyst: 9 GREAT Strategies Preview 05:45

How to ace the mutual fund interview and how to prepare and follow up so that you have a much better chance of getting hired.

Getting Hired as a Hedge Fund Analyst Preview 09:47

How to ace the hedge fund interview and how to prepare and follow up so that you have a much better chance of getting hired.

"Buy Side" Part 8: Keeping Your Boss (Portfolio Manager) Happy @ a Hedge Fund 2 lectures

How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) Preview 03:35

How to manage your boss' expectations at a hedge fund.

Politics in Hedge Funds to Be Aware of Preview 03:33

Politics to be aware of at a hedge fund (swimming with sharks?).

"Buy Side" Part 9: Keeping Your Boss (Portfolio Manager) Happy at a Mutual Fund 2 lectures

How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) Preview 03:27

How to manage your boss' expectations at a mutual fund.

Politics in Mutual Funds to Be Aware of Preview 01:53

Politics to be aware of at a mutual fund (swimming with sharks?).

"Buy Side" Part 10: Beta & Getting Promoted from Analyst to Port. M. @Hedge fund 3 lectures

What is the Role of a Hedge Fund Portfolio Manager? Preview 15:01

What is the role of a hedge fund portfolio manager? How do they manage a portfolio? How do they measure risk management, sector exposure, beta exposure, net exposure and how do they measure alpha? You need to think like a hedge fund portfolio manager if you want to become one at a hedge fund.

How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2 Preview 19:07

Part 1 of 2 of how to get promoted at a hedge fund (extremely detailed).

How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2 Preview 14:17

Part 2 of 2 of how to get promoted at a hedge fund (extremely detailed).

"Buy Side" Part 11: Getting Promoted from Analyst to PM @ Mutual Fund 2 lectures

What is the Role of a Mutual Fund Portfolio Manager? Preview 04:51

What is the role of a mutual fund portfolio manager and how does it differ from a hedge fund portfolio manager? How do they manage a portfolio? How do they measure risk management, sector exposure, beta exposure and how do they measure alpha? You need to think like a mutual fund portfolio manager if you want to become one at a mutual fund.

How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund Preview 05:55

Crucial steps you need to follow to get promoted from an analyst at a mutual fund to a portfolio manager at a mutual fund.

Equity Sales Financial Analyst Role (Part of an Investment Bank) 3 lectures

Equity Sales Overview Preview 02:16

Equity Sales Pros and Cons Preview 02:53

Equity Sales Day in the Life Preview 05:50

Equity Capital Markets (ECM) Financial Analyst Role (Part of an Investment Bank) 3 lectures

Equity Capital Markets (ECM) Overview Preview 01:05

Equity Capital Markets (ECM) Pros and Cons Preview 01:58

Equity Capital Markets (ECM) Day in the Life Preview 05:07

Computer / Artificial Intelligence Financial Analyst Role 3 lectures

Computer / Artificial Intelligence Overview Preview 01:10

Computer / Artificial Intelligence Pros and Cons Preview 03:29

Computer / Artificial Intelligence Day in the Life Preview 04:11

Private Equity Financial Analyst Role 3 lectures

Private Equity Overview Preview 01:34

Private Equity Day in the Life Preview 03:42

Private Equity Pros and Cons....AND A SURPRISE! Preview 03:02

Private Wealth Management 3 lectures

Private Wealth Management Overview Preview 00:42

Private Wealth Management Pros and Cons Preview 01:37

Private Wealth Management Day in the Life Preview 02:42

Large Non-Finance Company Financial Analyst Role 3 lectures

Financial Analyst at a Large Non Finance Company Overview Preview 01:19

Financial Analyst at a Large Non Finance Company Pros and Cons Preview 01:19

Financial Analyst at a Large Non Finance Company Day in the Life Preview 02:29

Introduction to Creating Financials, Modeling and Valuing Companies 2 lectures

Introducing Your "7 Step Financial Statement + Modeling + Valuation Template" Preview 06:52

Step 1: Financial Modeling Best Practices Preview 05:23

Please find attached a 1 page document containing 25 of my modeling and valuation best practices. Thanks

Forecasting Revenue and Case Study #1: Projecting Shark VR’s Revenue 3 lectures

Step 2: Forecasting Revenue (How to Use the Step 2 Excel Tab) Preview 17:14

Case Study #1: Helping Shark Virtual Reality with Revenue Modeling Preview 12:34

Answers to Case Study #1: Helping Shark Virtual Reality with Revenue Modeling Preview 14:07

Intro to the Income Statement & Case #2: Making Shark VR’s Income Statement 6 lectures

Why is the Income Statement Important & How Can It Help You Achieve Your Goals Preview 03:10

Why is the income statement important and how can it help you achieve your goals? Once you understand the income statement, balance sheet and cash flow statements (all explained in this course), then we can move on to the modeling and then the valuation section of this course.

Income Statement Explanation Preview 03:57

An explanation of the income statement (assumes you have no experience with this topic).

Income Statement Example and Analysis Preview 08:46

An example of an income statement (attached is an excel version of this statement).

Step 3: Income Statement (How to Use the Step 3 Excel Tab) Preview 20:50

Case Study #2: Helping Shark Virtual Reality with the Income Statement Preview 05:14

Answers to Case Study #2: Helping Shark Virtual Reality with Revenue Modeling Preview 12:19

Intro to the Balance Sheet & Case #3: Making Shark VR’s Balance Sheet 6 lectures

Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals Preview 01:12

Why is the balance sheet important & how can it help you achieve your goals? Once you understand the income statement, balance sheet and cash flow statements (all explained in this course), then we can move on to the modeling and then the valuation section of this course.

Balance Sheet Explanation Preview 02:04

An explanation of the balance sheet (assumes you have no experience with this topic).

Balance Sheet Example and Analysis Preview 08:39

An example of a balance sheet (attached is an excel version of this statement).

Step 4: Balance Sheet (How to Use the Step 4 Excel Tab) Preview 07:42

Case Study #3: Helping Shark Virtual Reality with the Balance Sheet Preview 03:08

Answer to Case Study #3: Helping Shark Virtual Reality with the Balance Sheet Preview 06:31

Intro to the Cash Flow Statement & Case #4: Making Shark VR’s CF Statement 7 lectures

Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals Preview 01:53

Why is the cash flow statement important & how can it help you achieve your goals? Once you understand the income statement, balance sheet and cash flow statements (all explained in this course), then we can move on to the modeling and then the valuation section of this course.

Cash Flow Statement Explanation Preview 02:07

An explanation of the cash flow statement (assumes you have no experience with this topic).

Cash Flow Statement Example and Analysis Preview 06:33

An example of a cash flows statement (attached is an excel version of this statement).

Step 5: Cash Flow Statement (How to Use the Step 5 Excel Tab) Preview 09:03

Case Study #4: Helping Shark Virtual Reality with the Cash Flow Statement Preview 01:39

Answer to Case Study #4: Helping Shark VR with the Cash Flow Statement Preview 01:55

Financial Statement Analysis Conclusion (How All 3 Statements Are Related) Preview 02:18

How are the cash flow statement, balance sheet and income statement connected?

Financial Model Data Sources and Financial Models 5 lectures

Why is Financial Modeling Important & How Can It Help You Achieve Your Goals Preview 02:15

Why is financial modeling important & how can it help you achieve your goals? Now that we understand how to analyze and create an income statement, balance sheet and cash flow statement, we can project the aforementioned financial statements. Once we are finished with the 4 valuation sections, then we will learn how to come up with the appropriate target prices for companies we are doing research on.

You Already Know How to Model! : ) Preview 01:23

Model Data Source #1 of 3: SEC.gov Preview 07:21

All investors can now get access to information at the exact same time. This lecture will explain exactly where to get this information and how to navigate several online documents, including the 10-K, 10-Q, S-1 IPO filings etc.

Model Data Source #2 of 3: Investor Relations (Also Called "I.R.") Preview 11:11

What is investor relations and how can the investor relations function help us to better understand companies we are considering investing in?

Model Data Source #3 of 3: Yahoo Finance Preview 05:25

I used to pay thousands of dollars per month/year for Bloomberg access. I will teach you how to get almost all of that information for free!

The IPO of Shark Virtual Reality Part 1 (Case #5 Modeling Shark VR) 3 lectures

THIS IS THE BIG ONE!!!!!! WOOOHOOO!!!!! Preview 01:31

Case Study #5: The S-1 for Shark Virtual Reality Preview 01:21

Answer to Case Study #5: The S-1 for Shark Virtual Reality Preview 04:12

Intro to Valuation (for All Types of Investors, including Growth & Value I 3 lectures

Introduction to Valuation Preview 01:16

Now that we know how to create and model financial statements, we can learn how to value companies based on the financial statements that we created.

More Detail on Growth Versus Value and P/E + P/R + DCF Overview Preview 05:13

It is crucial that we understand what kind of investors we are or work for as growth investors value companies in different ways than value investors do.

Exercise: Valuation Best Practices Quiz

Valuation Using DCF & Case #6: Valuing Shark VR Using DCF 7 lectures

What is DCF, Why is it Important and How Does it Work? Preview 06:17

What does discounted cash flow (DCF) mean and why is it important to helping us value companies? How can we create a DCF?

Calculating the Terminal Value Preview 02:42

What is the terminal value and why is it crucial for us in order to value a company based on discounted cash flow analysis?

Calculating the Weighted Average Cost of Capital (WACC) Preview 06:16

How can we calculate what rate to discount our future cash flows at? We will discuss the cost of equity and the cost of debt as part of the W.A.C.C. (weighted average cost of capital) for our target price analysis.

DCF Example Preview 07:44

An example of DCF valuation applied to my LinkedIn model.

Step 6: DCF Valuation (How to Use the Step 6 Excel Tab) Preview 17:08

Case Study #6: Valuation Using DCF for Shark Virtual Reality Preview 00:24

Answer to Case Study #6: Valuation Using DCF for Shark Virtual Reality Preview 02:41

Valuation Using Price/Revenue (P/R) & Case #7: Valuing Shark VR Using P/R 5 lectures

What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio? Preview 01:59

This section discusses how we can value companies that don't yet have earnings.

Price to Revenue Example Preview 01:44

This lecture shows how we can calculate a target price for LinkedIn using a price to revenue target price methodology.

Step 7: Other Valuations (How to Use the Step 7 Excel Tab) Preview 08:33

Case Study #7: Valuation Using P/R for Shark Virtual Reality Preview 03:06

Answer to Case Study #7: Valuation Using P/R for Shark Virtual Reality Preview 01:39

Valuation Using P/E, Other Ways to Value Firms & Case #8: Valuing S 4 lectures

Introduction to P/E and Why it Matters Preview 02:46

Case Study #8: Valuation Using P/E for Shark Virtual Reality Preview 01:10

Answer to Case Study #8: Valuation Using P/E for Shark Virtual Reality Preview 01:04

Additional Valuation Methodologies Preview 01:44

Additional valuation methodologies, including EV/EBITDA, EV/Sales, price to book, cash flow, etc.

The IPO of Shark Virtual Reality Part 2: Valuing Shark VR & HOW DID THE DEAL DO? 2 lectures

Discussing of the Shark Virtual Reality IPO (Continues in the Next Lecture) Preview 14:49

...Additional Shark VR IPO Discussion and Who is this "Shark?" Preview 09:21

How Hedge Funds & Mutual Funds Model and Value Shark VR (Case #9 and #10) 6 lectures

How Hedge Funds Create Financial Models and Target Prices Preview 00:57

Hedge funds approach modeling differently than mutual funds do given a shorter investment time horizon.

Case Study #9: Hedge Fund Valuation and Modeling of Shark Virtual Reality Preview 01:12

Answer to Case Study #9: Hedge Fund Valuation and Modeling of Shark VR Preview 01:34

How Mutual Funds Create Financial Models and Target Prices Preview 02:49

Mutual funds approach modeling differently than hedge funds do given a longer investment time horizon.