Brett Caughran
Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
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INFLATION & THE PERILS OF PRICE-DEPENDENT GROWTH Digesting this recent set of news on consumer price push-back in situations like $MCD, $SBUX and $MDLZ has had me thinking about a...
UNIT ECONOMICS "Unit economics" is an important tool in the tool box for the buy-side analyst that, surprisingly, is not discussed often by the sell-side outside of businesses tha...
ANALYZE A BUSINESS IN 22 STEPS Are you lost when your PM asks you "hey, go look at XYZ stock?" I've been there. While the business research process is a creative process with no s...
MODELING SERIES: REVENUE BUILD APPROACHES 1 Crack open an elite buy-side model and perhaps the biggest takeaway will be how much works goes into the revenue build. Our job is to b...
EXPANDING MY MONEY MAKING TOOLKIT: It's a bit of a rite of passage for Tiger-style investors moving to pod-style to have a difficult transition (mine definitely was!!). Why is tha...