I am the former partner of a Tiger Cub and former Head of Research at a second multi-billion hedge fund. I now have a training business and this thread explains what I do and the free resources I make available.
The "club" is a site for keen investors. The library has 1500 investment articles, fund letters, stock ideas etc. Link is to the public area, with mini blogs. Sign up for full access including free training etc. It's FREE! club.behindthebalancesheet.com/c/members-area
The You Tube Channel also has free training videos, on Accounting Red Flags, Valuation 101 tuition and a variety of investing tips. Don't forget to subscribe!
The monthly newsletter has a book of the month, notable articles, and my favourite podcast. Plus a link to my own blog and the occasional special offer. No spam, if we email 3x in a month, there must be something special to say.
Our Forensic Accounting Course for analysts and PMs (equity and credit) at large institutional investors has been incredibly popular. I also train regulators, bankers and private equity. More at behindthebalancesheet.com/forensic-course
For a select group of training clients, we also do bespoke research and occasionally sell the reports (see below). We no longer offer this service to new clients. behindthebalancesheet.com/forensic-accou…
The online training school offers a range of training courses. These are popular with both institutional and retail investors. Unlike most online investment courses, these are practical guides from an experienced practitioner. Students from 45 countries.
Our flagship Analyst Academy is a unique 12 month programme to become a confident and competent investor. It's more than an online course, with an interactive community and webinars. The testimonials are real - students love this course! courses.behindthebalancesheet.com/p/analyst_acad…
My book, The Smart Money Method, was published in November 2020 and went straight to nr 1 in the investing category on Amazon. It had over 100 positive reviews in the first 3 months with a 4.5* rating. Learn more at behindthebalancesheet.com/the-smart-mone…
I am now in the education business and I am keen to help, especially if you are a young investor looking to get into the industry. I regularly speak to university programs and finance societies (I don't charge) so get in touch via DM or info@behindthebalancesheet.com
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I have been lukewarm on Clubhouse so far but this was good. @fabricegrinda noted that it was the weaker companies in his portfolio which were merging with SPACs. The implication presumably being that the stronger companies can get a better result by an IPO or sale.
It's increasingly important for public equity investors to listen to VCs and I am working on how best to achieve this, but this forum on Clubhouse is a good start - well done @brenthoberman for chairing the panel and hope it will be a regular thing.
Another interesting point made by @peteflint was that @chamath involvement in Opendoor boosted the valuation. It's a good company and would be successful long term but that the financials are opaque.