
This course is for:
-anyone that wants to learn how to pick stocks like professional investors do at the top hedge funds and mutual funds.
-anyone that wants to work at a hedge fund as an analyst.
-anyone that wants to work at a mutual fund as an analyst.
-anyone that is already an analyst at a hedge fund that wants to learn how to get promoted to a hedge fund portfolio manager.
-anyone that is already an analyst at a mutual fund that wants to learn how to get promoted to a mutual fund portfolio manager.
-anyone that wants to learn more about how investing, hedge funds and mutual funds work.
Learn how investment banks (the 'Sell Side') can help hedge and mutual fund analysts be much more successful.
This exercise will help you determine what Buy Side role is best for you (either a hedge fund, or a 'long only' firm like a mutual fund). Please read the attached PDF and answer all 10 questions. I will discuss the results with you in the next video. Thanks
This lecture discusses the results from the practice activity and what analyst role makes most sense for you (either at a hedge fund or at a mutual fund).
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.
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.
Learn what are the positive and negative characteristics of working at a hedge fund.
Learn what the different type of hedge fund strategies are, including Long/Short, Event Driven, Activist, Macro and Artificial Intelligence based computer trading systems.
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.
Learn what the difference is between working at a mutual fund and working at a hedge fund.
Learn what are the positive and negative characteristics of working at a mutual fund.
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.
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.
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.
This lecture will help you understand the differences between how the investment research process works at a hedge fund and at a mutual fund.
Timing of when to invest in a company is crucial; learn how to think about the optimal timing of an investment.
Learn how to identify events that professional hedge fund investors identify to help them pick winning investment ideas (long and shorts).
Learn how to identify events that professional mutual fund investors identify to help them pick winning investment buy ideas.
Learn how professional hedge fund investors decide what companies to invest in.
Picking a winning stock idea is based on also picking the right sector and the right investment themes.
More information on how to complete investment templates (included in this course) to help you improve your buy idea stock picking performance.
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.
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.
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 we covered in the previous lecture. 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
Learn how professional mutual fund investors decide what companies to invest in.
More information on how to complete investment templates (included in this course) to help you improve your buy idea stock picking performance.
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
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.
An explanation of the income statement (assumes you have no experience with this topic).
An example of an income statement (attached is an excel version of this statement).
Please find attached the income statement exercise. The instructions for the exercise are listed on the first tab in the attached Excel spreadsheet. When you have completed the exercise, please watch the next lecture for an explanation of the answers. Thanks
A discussion of the income statement exercise results.
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.
An explanation of the balance sheet (assumes you have no experience with this topic).
An example of a balance sheet (attached is an excel version of this statement).
Please find attached the balance sheet exercise. The instructions for the exercise are listed on the first tab in the attached Excel spreadsheet. When you have completed the exercise, please watch the next lecture for an explanation of the answers. Thanks
A discussion of the balance sheet exercise results.
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.
An explanation of the cash flow statement (assumes you have no experience with this topic).
An example of a cash flows statement (attached is an excel version of this statement).
Please find attached the cash flow statement exercise. The instructions for the exercise are listed on the first tab in the attached Excel spreadsheet. When you have completed the exercise, please watch the next lecture for an explanation of the answers. Thanks
A discussion of the cash flow statement exercise results.
How are the cash flow statement, balance sheet and income statement connected?
** ACCORDING TO BUSINESS INSIDER: "Haroun is one of the highest rated professors on Udemy, so you can expect to be in good hands through the course of your education." ** He is the author of the best selling business course on Udemy this year called 'An Entire MBA in 1 Course'
There are 100 lessons in this course to help you understand how to pick stocks like professional investors do at mutual funds and hedge funds (even if you have no stock picking, accounting or finance experience)! Also, if you want to work or be successful at a hedge fund or at a mutual fund, this course will tell you how to get a job, get promoted and how to excel at mutual funds and hedge funds.
Professor Chris Haroun has been profiled in Forbes Magazine and Business Insider and has raised and managed over $1bn in his finance career. He loves teaching students about real world practical concepts with no theory.
Professor Haroun has more than 20 years of finance analyst experience in several different finance sectors, including 5 years at Goldman Sachs, 8 years in the hedge fund industry at firms that include hedge fund giant Citadel and his own firm, 7 years in the venture capital industry (a venture firm he started had a private investment years ago in Facebook) and 4 years in the finance/tech industry at Accenture where he worked on the merger of Bank of America and Nations Bank as well as setting up an offshore bank for the Canadian Imperial Bank of Commerce. His finance work experience has been all over the world in countries that include the United States, England, Scotland, Canada, Japan, China, India and France. He has taught students in more that 160 countries and he is a well known business author of many books. His popular business book: '101 Crucial Lessons They Don't Teach You in Business School' was written up in Forbes Magazine as "1 of 6 books that all entrepreneurs need to read right now."
Professor Haroun also has an MBA from Columbia University where he majored in Finance.
After taking this course, students should be able to understand how to pick stocks like a professional investor at a mutual fund or hedge fund as well as how to get a job, get promoted and how to excel at mutual funds and hedge funds.