Gain an unfair advantage in your long/short journey

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Learn from a world-class Millennium Portfolio Manager (20+ years experience)

L. Allen White, CFA

Highly successful PM

For the first time ever. Learn from a Portfolio Manager who has actually been successful: 20+ years, 10 years Millennium

Real examples

Specific examples of long/short trades and ideas: case study deep dive and exploring stock ideas and narratives

Winning investment process

Understand what a successful investment process looks like

Market-neutrality

A true multi-manager market-neutral investment process

Excel templates

Excel spreadsheets for screening ideas, putting in new trades, sizing and communicating/summarizing ideas

4+ hours videos

In-depth videos across all aspects, complemented by 4.5+ hours of Rich Falk-Wallace and 3 hours of Thomas Li

Key topics

Screening for ideas
Developing a true variant view
Evaluating risk/reward and setting targets for your idea
Understanding business models, what moves a stock, pattern recognition
Learn how to analyze a stock and communicate like a pro: fundamentals, key debates, consensus
Position sizing: liquidity-based, loss-based, portfolio-weighing, increments
Portfolio construction and management: true market neutrality, defensive trades
Masterclass on leveraging the sell-side: how to get them to re-rate the stock based on your position
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Learn through examples

Long DPZ/Short YUM: real trade case study deep dive
Idea generation example: exploring a potential trade with up-to-date information
Discussing specific stock narratives and fundamental dynamics
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FAQ

What else will I get access to?

You will also get access to 4.5+ hours of videos with Rich Falk-Wallace, 3 hours of videos with Thomas Li and access to all of our proprietary Substack write-ups.

How many hours of videos will I get?

Allen's videos will be around 4 hours. That means in total, along with all the other videos, you will get ~11.5 hours of video content.  

Will this be helpful to me?

Whether you are looking to break in now or in the future, you are already working at a fund, or you are in an adjacent industry (e.g., a finance professional), this will be a great investment for you:
- improve your process as an analyst: new frameworks to implement.
- give you an edge in recruiting: learn how to fluently analyze stocks fundamentally and think through stories.

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