Investor Analyst Blueprint
Model a business properly, run a real research process, and write the kind of memo an investment committee takes seriously.
This is the working analyst's path. Foundations taught you to read a business; this teaches you to produce the output a professional analyst is paid for — a model that ties, a view that is defensible, and a memo that survives contact with people whose job is to find the hole in it.
Ten weeks, five hours a week, built around one company you take from a blank page to a full research report. Everything is applied. There are no lessons here that do not end in you producing something.
By the end you will be able to
- Build a three-statement model that balances, flexes and can be audited by someone else
- Run an industry analysis that explains where profit sits and why
- Value a business three ways and reconcile the differences between them
- Size a position against a properly-valued downside case
- Write a research memo an investment committee can act on
- Defend your work when someone competent argues against it
Curriculum
Three-statement models that tie, flex and survive being handed to someone else.
How professional analysts generate ideas, triage them fast, and go deep on the few that survive.
Three methods, honestly applied, and the discipline of reconciling them when they disagree.
Position sizing, the memo, and defending your work in front of people who disagree.