Analyst Handbook: Developing Value Investing Skills

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Analyst Handbook: Developing Value Investing Skills

Below is a rough draft of one of many chapters of the CSInvesting Analyst’s Handbook.  The goal will be to inform and organize all the material on this blog to help others teach themselves.  Criticism–be tough–is welcomed.  The intro is the easy part, building up the other chapters will be a tougher job.

Analyst Book for CSInvesting_Introduction

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Sohn Investment Conference 2021 Coverage: Octahedron Capital, Glenernie Capital

2021 Sohn Investment ConferenceThe following is our rough coverage of the 2021 Sohn Investment Conference, which is being held virtually and features Brad Gerstner, Bill Gurley, Octahedron's Ram Parameswaran, Glenernie's Andrew Nunneley, and Lux's Josh Wolfe. Q1 2021 hedge fund letters, conferences and more Keep checking back as we will be updating this post as the conference goes Read More


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