Clik here to view.
How to Break into the Private Equity Industry
I know a lot of people reading this work in private equity or are looking to get into private equity. Below is a recent presentation from Stanford MBA’s program about the private equity industry. If...
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Goldman Sachs Review of 2011 and ‘Forecast for 2012′
We met with a range of investors this week to discuss our outlook for US equities in the coming year. We expect sub-trend economic growth, 3% growth in S&P 500 earnings (to $100), and flat...
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Whistler Blackcomb: A Case Study in Faulty Modeling
Our investment process is both qualitatively and quantitatively intensive. Throughout the course of a year we look at hundreds of companies. Most of them receive only a cursory look – we don’t like...
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Hottest Links: The Other Great Rotation, Elusive Alpha, And Mobs
Hottest links for Thursday, February 20th, the late edition. Get our free daily newsletter and never miss a single linkfest. Also, now if you sign up you will get our new e-book on value investing. Top...
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Balyasny Didn’t Have A Big March, And That’s OK [Analysis]
One of the world’s most noncorrelated hedge funds, Balyasny Asset Management and its $8.3 billion Atlas Global Investments, moved the needle ever so slightly in March, up 0.39 percent, the fund's...
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Merger Model Interview Questions: What to Expect
Merger Model Interview Questions: What to Expect Published on Oct 11, 2016 Merger Model You’ll learn about the most common merger model questions in this tutorial, as well as what type of “progression”...
View ArticleClik here to view.
How to Break into the Private Equity Industry
I know a lot of people reading this work in private equity or are looking to get into private equity. Below is a recent presentation from Stanford MBA’s program about the private equity industry. If...
View ArticleGoldman Sachs Review of 2011 and ‘Forecast for 2012’
We met with a range of investors this week to discuss our outlook for US equities in the coming year. We expect sub-trend economic growth, 3% growth in S&P 500 earnings (to $100), and flat...
View ArticleClik here to view.
Whistler Blackcomb: A Case Study in Faulty Modeling
Our investment process is both qualitatively and quantitatively intensive. Throughout the course of a year we look at hundreds of companies. Most of them receive only a cursory look – we don’t like...
View ArticleClik here to view.
Hottest Links: The Other Great Rotation, Elusive Alpha, And Mobs
Hottest links for Thursday, February 20th, the late edition. Get our free daily newsletter and never miss a single linkfest. Also, now if you sign up you will get our new e-book on value investing. Top...
View ArticleClik here to view.
Merger Model Interview Questions: What to Expect
Merger Model Interview Questions: What to Expect Published on Oct 11, 2016 Merger Model You’ll learn about the most common merger model questions in this tutorial, as well as what type of “progression”...
View Article
