Wall Street Prep – Buy-Side Financial Modeling

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    Description

    Wall Street Prep – Buy-Side Financial Modeling

    Wall Street Prep - Buy-Side Financial Modeling

    Led by Hedge Fund Veteran Brett Caughran (ex-Maverick, Citadel, DE Shaw, Schonfeld), this program begins where financial modeling training ends — with a deep-dive into how buy-side analysts build models to make key investment decisions.

    Learn the “Buy-Side Mentality”

    ·        Taught by an Experienced Hedge Fund Professional

    Led by a hedge fund veteran with experience at top buy-side firms, this course is a deep-dive into buy-side modeling that provides tools, frameworks and over a decade of industry experience for students to learn from.

    ·        Develop Buy-Side Modeling Intuition and Frameworks

    Learn to build buy-side models, understand why the buy-side model is the backbone of investment decisions and how it differs from the sell-side and investment banking model.

    ·        Understand Buy-Side Modeling Applications

    Learn the importance of tracking and incorporating company-specific key drivers into your models and how to set up your model to develop an actionable perspective on stock valuation.

    What You Will Learn

    Process Driven Investing

    Understand the role of modeling as a tool for thesis development in the investing process. You’ll learn about:

    • “Alpha load” and the quest for outperformance
    • The model as the backbone of the investing process
    • Stock selection frameworks
    • The typical model use cases (i.e. “Is this a good or bad business”, “Will this stock beat or miss earnings?, etc.)

    Buy-Side Model Construction

    Learn what a PM wants to see from a buy-side model and how that differs from a sell-side model. Starting with a “scratch build” using TSLA, you’ll learn about:

    • The upside of bespoke modeling
    • The raw ingredients needed for your model
    • Architecture to handle a torrent of earnings prints, news flow and market moves.

    Analyzing a Business

    Learn how buy-side Analysts go about the process of understanding a business in depth. You’ll learn:

    • The good business / bad business framework
    • The importance of key driver identification and build your model around what actually drives value
    • Unit economics (i.e. “how does this business make money”)
    • Cost structure analysis, and incremental margins

    Buy-Side Forecasting Frameworks

    Gain a general orientation to forecasting and learn key forecasting frameworks including:

    • Growth stack forecasting, mix accelerator, comp waterfall, box replicator, ramp curve, creative lags, mid-Cycle, data correlations
    • Revenue forecasting & sustaining growth
    • Approaches to expense forecasting
    • The role of company guidance and investor relations in your modeling process.

    Buy-Side Valuation

    Learn the factors that influence valuation, from growth, business momentum, business quality, capital deployment/structure, and terminal value stability.

    • The dichotomy of the DCF and the messy reality of equity pricing
    • The roles of multiples in buy-side investing
    • The core formula for price target derivation
    • Normalized earnings analysis

    Buy-Side Thesis Development

    Here, we will move from the model towards a thesis. You’ll learn:

    • How buy-side analysts use the model to generate outputs that answer “what is the risk/reward”, “what is the upside / downside”?
    • How the model can clarify thoughts on the FEV framework (fundamentals, expectations, and valuation
    • What is baked in? What do we believe is true / what is the expectations gap?
    • Evaluating a view on variance versus consensus

    Who Should Take This Course?

    • Aspiring Hedge Fund Analysts
    • Upcoming Portfolio Managers
    • Seasoned Asset Managers
    • Sell-side to Buy-Side Career Switchers
    • Public Equity Investors

    Course Samples

    Process Driven Investing and The Role of the Model

    Case Study: Revenue Build

    Business Momentum

    Case Study: Forecasting

    Key Questions: Is This a Good Business?

    Case Study: Price Target

    Course TOC

    Process Driven Investing

    Buy-Side Model Construction

    Analyzing a Business

    Buy-Side Forecasting Frameworks

    Buy-side Valuation

    Buy-Side Thesis Development

    Course Highlights

    Taught by a Top
    Hedge Fund Manager

    Brett Caughran (Maverick, DE Shaw and Citadel) will walk you through modeling techniques typically developed over years on the job.

    Used by Leading Buy-Side Investment Firms

    Go through the same training program that our hedge fund, family office and pension fund clients use to train their analysts.

    Real Case Studies
    and Excel Models

    This course uses real financial filings and Excel models to show you how buy-side valuation is done in the real world.

    In-Lesson
    Instructor Support

    Have a question on course content? Communicate directly with the instructor by asking questions throughout the course.

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    Wall Street Prep – Buy-Side Financial Modeling