@fundamentedge Fundamental Edge

Fundamental Edge posts on YouTube about investment, academy, edge, market the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

[--] Week [---] -20%
[--] Month [-----] -8.90%
[--] Months [------] -6.10%
[--] Year [------] +461%

Mentions: [--] #

Mentions Line Chart

[--] Week [--] +43%
[--] Month [--] no change
[--] Months [--] -14%
[--] Year [---] +1,683%

Followers: [-----] #

Followers Line Chart

[--] Week [-----] +1.50%
[--] Month [-----] +6.30%
[--] Months [-----] +51%
[--] Year [-----] +219%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks technology brands exchanges social networks

Social topic influence investment, academy #1919, edge, market, careers #245, fund #1349, private equity #173, financial education #474, education, public

Top accounts mentioned or mentioned by @fundamentedgecom @fundamentaledgecom

Top assets mentioned Vital Farms, Inc. (VITL) Driven Brands Holdings Inc. (DRVN) Alphabet Inc Class A (GOOGL) Brett (BRETT)

Top Social Posts

Top posts by engagements in the last [--] hours

"Hedge Fund Internship Success: Expert Tips to Maximize Your Summer Internship In this session Brett and Andrew seasoned professionals in the hedge fund industry share their knowledge on how to make the most of your summer internship as a buyside analyst. If you're looking to break into the hedge fund world this video is packed with actionable advice on what it takes to excel during your internship and secure a full-time offer. Key Insights for Hedge Fund Interns: - How to stand out in your hedge fund internship and impress senior analysts and PMs - Tips for building technical skills such as"
YouTube Link 2025-05-02T15:30Z [----] followers, [----] engagements

"Grand Prize Winner: Sunny-Side Down Capitals Short Pitch on Vital Farms (VITL) WITG x FE [----] Grand prize winner team Sunny-Side Down Capital presents their recommendation for a short position in Vital Farms (VITL). The team laid out their argument for why VITL is overvalued contesting that VITL is being misrepresented as a good when it is in fact a commodity. The argument centers around a few key points: Recent supply shocks have created false pricing power their premium positioning in the market is being threatened and margin compression is incoming. Main theses: [--]. The avian flu outbreak"
YouTube Link 2025-10-09T08:45Z [----] followers, [----] engagements

"How This Pitch Won the Competition Vital Farms Short Pitch Breakdown by Fundamental Edge In this episode Andrew Carr Analyst Instructor at Fundamental Edge reviews the winning pitch from the [----] WITG Competition. Learn exactly what made this Vital Farms ($VITL) short thesis stand out from over [---] submissions and how it clearly connected data narrative and catalysts into a compelling argument. Whether youre a student early-career analyst or competition participant this breakdown shows you how to turn good analysis into winning analysis. 🎓 Learn more about the Analyst Academy"
YouTube Link 2025-11-20T12:45Z [----] followers, [---] engagements

"How to Stand Out in a Hedge Fund Interview: The Power of Idea Stacking and Preparation Want to impress in your hedge fund interview Learn about the concept of the idea stack how having a well-prepared risk-reward analysis for several ideas can set you apart. In this video we discuss the importance of showing depth in your stock ideas even if the current price doesn't suggest any action. We also dive into why preparation is a key indicator of passion and hunger that hedge funds are looking for. Looking to learn more or want to break-in to the hedge fund industry Visit our website at"
YouTube Link 2025-04-21T09:30Z [----] followers, [---] engagements

"Procore (PCOR) Stock Pitch Tear Down How Analysts Improve Investment Theses In this weekly hedge fundstyle stock pitch review Andrew Carr Analyst Instructor at Fundamental Edge breaks down a long pitch on Procore (PCOR) submitted to the [----] WITG Stock Pitch Competition. This video walks through how an investment pitch can be reworked reorganized and sharpened to better communicate an equity thesis to a skeptical investment committee. We review what the pitch does well clear consensus deltas business understanding and channel checks and where it falls short including missing near-term"
YouTube Link 2026-02-03T13:00Z [----] followers, [---] engagements

"Inside the Analyst Workflow: Using Alternative Data the Right Way How do professional analysts actually use alternative data without overfitting or chasing noise In this short clip Thomas Li from Daloopa joins Fundamental Edge to explain how alternative data fits into a real analyst workflow. This session breaks down: Where is alternative data most useful in investment research How analysts turn raw data into actionable insight Common mistakes analysts make when interpreting alternative signals If youre learning how to think like a buy-side analyst or want to sharpen how you use data in your"
YouTube Link 2026-01-27T13:00Z [----] followers, [--] engagements

"Building AI You Can Trust What Has to Improve Next In this discussion with Nico Christie CEO of Fundamental Research Labs we break down the real unlocks needed for AI spreadsheet and financial modeling agents to become genuinely useful for professional analysts over the next [--] months. The conversation focuses on why public benchmarks fail to capture real-world financial modeling problems and what actually needs to improve before analysts hedge funds and finance teams can trust AI agents in production workflows. Key topics covered: Why existing spreadsheet benchmarks are misleading The"
YouTube Link 2026-01-29T13:00Z [----] followers, [--] engagements

"Samsara (IOT) Stock Pitch Breakdown In this weeks stock pitch review Andrew Carr analyst instructor at Fundamental Edge breaks down a pitch on Samsara (IOT) submitted to the WITG [----] Stock Pitch Contest. With over [---] submissions in the contest this review focuses on a common challenge for analysts earlier in their pitching careers: translating solid operational research into a clear mispricing and compelling risk-reward. Andrew walks through what works in the pitch and where it falls short including: - Why leading with a company and industry overview weakens a pitch - The importance of"
YouTube Link 2026-02-05T12:45Z [----] followers, [---] engagements

"How to Write a Winning Stock Pitch: Blue Bird Case Study Fundamental Edge Breakdown In this episode Andrew Carr Analyst Instructor at Fundamental Edge breaks down one of the finalist pitches from the recent WITG Investment Competition. Learn what made this Blue Bird ($BLBD) executive summary stand out how it effectively communicated a differentiated thesis and the key traits that separate good pitches from great ones. Whether youre an aspiring analyst or a competition participant this breakdown will help you communicate your research like a pro. Learn more about our Analyst Academy: 👉"
YouTube Link 2025-11-13T14:15Z [----] followers, [---] engagements

"AI Adoption in Finance: New Tools vs Existing Models Explained In this clip from the AI Academy at Fundamental Edge Andrew Carr sits down with guest speaker Nico Christie to unpack a core tension many analysts face when adopting AI tools. The conversation focuses on a familiar dynamic: AI is easy to experiment with when youre building something new but much harder to introduce into existing models youve refined for years. Nico draws parallels from software engineering referencing tools like GitHub Copilot Cursor and ChatGPT and explains why adoption is a product and education problem. Key"
YouTube Link 2026-02-10T13:15Z [----] followers, [--] engagements

"WITG x Fundamental Edge 2025: Flour Mill Capitals Long Thesis on Cellebrite (CLBT) Top [--] finisher team Flour Mill Capital presents their recommendation for a long position in Cellebrite (CLBT) at the [----] WITG x Fundamental Edge stock Pitch Competition. Team Flour Mill Capital developed their investment thesis around CLBT's opportunity to capture new revenue streams and strengthen existing sources of business. They found that CLBT's quality advantage wins pent up demand cloud storage adoption creates new revenue streams and a private equity takeout presents a winning scenario. Main theses: 1."
YouTube Link 2025-10-09T08:30Z [----] followers, [---] engagements

"Why Tinders Decline & Hinge Overlap Make Match Group (MTCH) a Short 2nd Place AVIC Winner Earlier this year Fundamental Edge partnered with the Arizona State University Investment Club (AVIC) to host a Stock Pitch Competition where this team earned 2nd place with a sharp and well-researched short thesis on Match Group (NASDAQ: MTCH). Their presentation challenged the markets bullish narrative by highlighting two overlooked risks: Tinders deteriorating user value proposition driven by gender imbalance and churn and Hinges growth being overstated due to user cannibalization rather than true"
YouTube Link 2025-07-30T11:30Z [----] followers, [---] engagements

"Why Driven Brands (DRVN) Stock is Undervalued 1st Place AVIC Stock Pitch Competition Winner Earlier this year Fundamental Edge partnered with the Arizona State University Investment Club (AVIC) to host a Stock Pitch Competition where Mayank took first place with a compelling presentation on why Driven Brands (NASDAQ: DRVN) is mispriced and misunderstood by the market. Mayank presents a compelling long thesis centered on the strength of Drivens Take [--] oil change business the strategic divestiture of its car wash segment and the companys under appreciated margin and growth profile. He supports"
YouTube Link 2025-07-28T11:30Z [----] followers, [----] engagements

"How Top Firms Actually Succeed With AI Integration Guest speaker Jim Falbe CFA of Saguaro Technologies joins the Fundamental Edge AI Academy to share a critical principle: successful AI adoption in investment firms begins with a clearly defined problem not with exploring AI for AIs sake. This clip explains why most AI strategies fail and how disciplined problem-definition leads to real improvements in research quality workflow efficiency and decision-making. A must-watch for analysts and PMs modernizing their processes. Want to learn more Visit www.fundamentedge.com/ai-academy Fundamental"
YouTube Link 2025-12-18T13:00Z [----] followers, [--] engagements

"What to Give a Financial Analyst This Holiday Season Looking for practical holiday gift ideas for a financial analyst Andrew covers three high-impact gifts analysts can actually use: books journaling and professional training to help sharpen thinking organize ideas and improve the investment research process. Learn more about analyst training and resources at fundamentedge.com Happy Holiday from the Fundamental Edge Team Fundamental Edge Analyst Academy Investment Training Financial Modeling Buy-Side Research Stock Market Training Investor Careers Buy-Side Careers Investment Skills Training"
YouTube Link 2025-12-23T22:44Z [----] followers, [---] engagements

"Modern Alpha in 2025: The Artisanal Approach to Fundamental Analysis In this clip from our Cutting Edge Series we dive into what it takes to capture true alpha in todays markets. Traditional informational edges are harder to come by and success now requires an integrated perceptionmarrying deep business analysis with behavioral and market insights. Learn how top analysts spend 60+ hours analyzing a single equity idea from financial statements and management meetings to channel diligence modeling and tailored research. We also explore how AI is transforming the process compressing what used to"
YouTube Link 2025-10-15T13:30Z [----] followers, [---] engagements

"AIs Role in Navigating Factor Regime Shifts In this guest speaker clip from our AI course we dig into one of the hardest problems in active management: the tension between long-term persistent signals and short-term market regimes that completely break the models. Jared CEO of Issachar Technologies explains why investors must be careful with long historical backtests especially when using LLMs that can create a false sense of comfort. The discussion highlights the classic dilemma: Do you trust [--] years of generalized persistent factor data Or follow whats working right now like lower-quality"
YouTube Link 2025-12-22T12:30Z [----] followers, [---] engagements

"How Stock Analysts Use Macro Data Without Losing Focus on Stock Picking Ever wondered how top stock analysts incorporate macroeconomic data into their investment decisions In this video Andrew Carr breaks down the process while standing in Chicago the home of the Chicago PMIan essential indicator for industrial companies. He explains why macro data is an input not a decision-maker and shows how understanding the data calendar and release expectations can help you contextualize macro trends to support or challenge your stock thesis. Andrew also emphasizes the importance of balancing macro"
YouTube Link 2025-09-23T10:15Z [----] followers, [---] engagements

"The Cutting Edge - episode [---] - featuring Gabriel Stengel CEO and Co-Founder of Rogo Fundamental Edge's Brett Caughran & Gabriel Stengel CEO & Co-Founder of Rogo discuss the deployment of AI tools in the fundamental investment research process. We will explore how leading investors are deploying AI tools in the investment process and walk through an AI-powered earnings preview approach"
YouTube Link 2024-09-20T16:07Z [----] followers, [----] engagements

"AIs Speed with Human Judgment: Making Better Calls Faster In this conversation between Brett Caughran and Jim Falbe CFA (Saguaro Capital Management) we explore a crucial and often misunderstood question in modern investing: Does AI actually generate alpha or does it primarily help prevent negative alpha Falbe breaks down the nuance: AI dramatically accelerates efficiency helping analysts get up to speed faster but the real value isnt just speed; analysts need to ensure error reduction. LLMs help investors catch missed information reduce bias and avoid costly pitfalls by eliminating inverse"
YouTube Link 2025-12-12T13:15Z [----] followers, [--] engagements

"Mastering LLM Prompts for Investment Research Brett Caughran & David Plon Deep Dive Join Brett Caughran and David Plon for an in-depth conversation on Large Language Models (LLMs) and how they can transform the way analysts approach investment research. This session covers practical strategies technical insights and real-world examples to help you use AI effectivelywithout getting lost in the hype. What Youll Learn: - Prompt design made simple: Avoid overcomplicating prompts; learn why longer isnt always better. - Strategic LLM usage: Understand what LLMs can doand what they cantfor"
YouTube Link 2025-09-09T20:57Z [----] followers, [----] engagements

"Top [--] Winning Stock Pitches from WITG x FE Stock Pitch Competition The Wharton Investment & Trading Group Fall Stock Pitch Competition brought together over [---] submissionsand these five finalists rose above the rest. Andrew breaks down the event and highlights the top winning stock pitches: Bluebird: Pricing power and mandated replacement cycles set the stage Udemy: AI disruption and market challenges make for a compelling short Vital: Rising competition and price normalization define the winning thesis A must-watch for anyone interested in stock pitch strategy stock pitch competition tips"
YouTube Link 2025-10-20T11:30Z [----] followers, [---] engagements

"Why Ignoring Macro Factors Could Cost You 50% of Stock Returns Some stock pickers ignore macro factors entirely but the truth is 4050% of most stocks returns can be explained by just a few macro drivers. In this short clip from Factor Academy guest speaker Adam Parker explains why understanding whats driving the other half of a stocks performance is critical for portfolio managers buy-side analysts and quant investors. By measuring factor exposure daily you can spot whats really moving your positions and avoid missing a major part of the picture. Want to learn more about macro drivers and"
YouTube Link 2025-08-20T10:30Z [----] followers, [---] engagements

"The importance of developing an earnings season tookit. Just a small sample of content from our Academy. Visit our channel to find the Academy overview. Or visit www.fundamentedge.com"
YouTube Link 2023-11-21T03:22Z [----] followers, [---] engagements

"WITG x Fundamental Edge 2025: CPSQ Capitals Long Thesis on Deckers (DECK) Top [--] finisher team CPSQ Capital recommended a long position in Deckers (DECK). The team presented this stock as a misunderstood name with durable brands which is contrary to the streets view that DECK has fad brands that will experience revenue contraction. CPSQ Capital argues that alt data suggests sell-through risk is overstated core demand is not fad-based and international growth is not priced in. Main theses: [--]. Street Mispricing Channel-Stuffing Narrative [--]. Street Fails to Understand that DECK is not a Fad 3."
YouTube Link 2025-10-09T08:15Z [----] followers, [---] engagements

"Unpacking Excess Returns: Separating Beta Factors and True Alpha In this clip Andrew Carr Analyst Instructor at Fundamental Edge breaks down a question from Analyst Academy office hours: What factors explain excess returns beyond beta He explains how size quality value and momentum shape performance and why top managers today can clearly separate returns driven by beta factors and true alpha. Andrew also shares thoughts on how this transparency helps investors assess skill and set expectations. Want to learn how to analyze your own returns like a pro Explore our rolling Factor Academy at"
YouTube Link 2025-11-05T14:00Z [----] followers, [---] engagements

"Inside Fundamental Edge: [--] Days Advancing Analyst Training & AI in Investing Follow Fundamental Edge through five action-packed days shaping the next generation of financial analysts. From the Wharton Stock Pitch Competition to Columbia Business School and Fordham University were mentoring students and professionals on pitching and the future of AI in the investment research process. Learn how our Analyst Training Programs and buy-side education initiatives are preparing analysts to excel in todays data-driven markets. Explore more at fundamentedge.com Fundamental Edge Analyst Academy"
YouTube Link 2025-10-22T18:47Z [----] followers, [----] engagements

"How to Find Alpha in Valuation Gaps: The Google Strategy Explained When comparing company valuations many analysts overemphasize near-term growth rates while ignoring the durability of that growth. This oversight creates significant opportunities for sophisticated investors who understand the complete valuation framework. This analysis breaks down the critical components of relative valuation: why higher growth companies deserve premium multiples how to assess incremental return on capital and most importantly how to identify situations where the market distrusts the durability of a company's"
YouTube Link 2025-07-21T12:30Z [----] followers, [---] engagements

"Earnings vs. News Hedge Fund Analyst Playbook In hedge funds not all catalysts are the same. Earnings events can be planned for; analysts build models set expectations and prepare scenarios in advance. But news headlines hit without warning in the gym on a plane even in the shower. In this clip Andrew Carr from Fundamental Edge Analyst Academy explains the difference between reacting to surprise news versus trading around known catalysts like earnings or investor days. He shows how top hedge fund analysts use fundamental research scenario planning and incrementalism to avoid panic trading and"
YouTube Link 2025-10-02T19:00Z [----] followers, [---] engagements

"This Is How LLMs Actually Change Investment Research In this short clip from our AI course guest speaker session we break down one of the most practical shifts happening inside modern investment teams: LLMs are turning analysts from reactive firefighters into proactive decision-makers. Jared Kubin CEO of Isschar Technologies reflects on the reality many buyside analysts know all too well: getting blindsided by a Why is this moving message scrambling for answers calling contacts and refreshing feeds. AI changes that dynamic. Large language models now allow analysts to: Identify catalysts"
YouTube Link 2025-12-15T13:15Z [----] followers, [---] engagements

"Pershing Square Challenge - Pitch Debrief with Team ASO (Academy Sports & Outdoors) Fundamental Edge's Andrew Carr sat down with the Pershing Square Challenge from Columbia Business school finalists to discuss their approach to idea research and pitch construction"
YouTube Link 2024-05-29T06:14Z [----] followers, [---] engagements

"How to Improve Your Stock Pitch Analyst Breakdown of Udemy Short Pitch (WITG [----] Finalist) In this video Andrew Carr Analyst Instructor at Fundamental Edge walks through a real stock pitch example submitted to the Wharton Investment & Trading Group (WITG) [----] stock pitch competition. Using a short pitch on Udemy (NASDAQ: UDMY) Andrew breaks down what made this analysis stand out and where it could be improved offering a clear practical framework for anyone looking to strengthen their investment pitches and equity research presentations. Andrew shares ideas on how to structure a winning"
YouTube Link 2025-11-04T14:30Z [----] followers, [---] engagements

"The Real Alpha Question Every Investment Manager Must Answer in [----] Are you delivering real alpha or just market beta disguised as skill Modern allocators are performing sophisticated cost-benefit analyses to determine whether investment managers truly provide idiosyncratic returns that justify their fees. This essential breakdown explores the two critical changes transforming institutional investing: the shift from simple benchmark outperformance to demonstrable alpha attribution and the demand for risk-aware portfolio construction that accounts for unintended factor exposures. Whether"
YouTube Link 2025-07-22T12:15Z [----] followers, [---] engagements

"Why Most Analysts Plateau After a Few Years Being an analyst is busy from ad-hoc deep dives to earnings prep. But in all that activity its worth asking: how structured and repeatable is your research process Intelligence and effort matter but long-term progress comes from having a clear process you can rely on. Fundamental Edge Analyst Academy Investment Training Financial Modeling Buy-Side Research Stock Market Training Investor Careers Buy-Side Careers Investment Skills Training brett caughran andrew carr Investment Risk Management Factor-Based Investing Financial Education for Analysts"
YouTube Link 2026-01-08T12:01Z [----] followers, [---] engagements

"Factor Risk Models [---] with Rich Falk Wallace Co-Founder & CEO Arcana Chatting about factor risk management with Brett Caughran and guest Rich Falk Wallace of Arcana"
YouTube Link 2025-02-07T17:07Z [----] followers, [----] engagements

"From Solid Research to Investable Thesis: Real Stock Pitch Breakdown Most stock pitches fail because the story and the numbers never fully come together. In this weeks Pitch Review Andrew Carr Analyst Instructor at Fundamental Edge breaks down a real submission from the [----] WITIG Stock Pitch Contest one that didnt advance but absolutely should be studied. Why Because the ingredients were there. Youll learn: Where strong channel checks and differentiated research add real value Why narrative and financials often run on parallel tracks and how to fix it How to clearly position your view vs."
YouTube Link 2026-01-22T13:00Z [----] followers, [---] engagements

"The Future of Investment Research: AI Tools Excel Automation & 3-Statement Models Excel is entering a new era and investment teams are about to feel the shift. In this conversation Fundamental Edges Brett Caughran interviews Nico Christie Co-Founder & Chief Product Officer of Fundamental Research Labs the team behind Shortcut AI an AI-powered Excel automation tool in finance. Together they break down how AI is reshaping financial modeling investment research 3-statement builds KPI analysis revenue forecasting agentic search auditability and analyst workflows and what this means for Financial"
YouTube Link 2025-12-09T22:26Z [----] followers, [---] engagements

"Why Investment Firms Need Data Strategy Before AI Strategy In this guest speaker clip from our AI course we break down one of the most overlooked realities in investment research: AI isnt the edge data is. Jim Falbe CFA explains why real data science is 95% data work: organizing it cleaning it preparing it and structuring it so models can actually use it. As AI tools become commoditized the real competitive advantage shifts somewhere else entirely. The tension every firm now faces: Do you chase the newest AI models hoping they create differentiation Or do you build a data foundation that can"
YouTube Link 2026-01-05T13:01Z [----] followers, [--] engagements

"AI Co-Pilots in Investment Research: A New Era for Data and Alpha Generation Cutting Edge Series AI is quickly transforming the landscape of investment research. In this conversation industry leaders Matt Ober (Partner at Social Leverage) Braden Dennis (CEO of Fiscal.ai) and Brett Caughran (Founder of Fundamental Edge) delve into the challenges and opportunities that AI presents for data analysis and fundamental investing. As AI co-pilots become essential tools for investors they explore: - The evolving role of AI in the investment process - How multi-dimensional data can drive alpha and"
YouTube Link 2025-06-24T16:05Z [----] followers, [----] engagements

"3 Sanity Checks Before Presenting Your Model to a PM Hedge Fund Training Tips Youve built a model youre prepping for your PM meeting and now youre second-guessing: Are my assumptions solid Did I miss something Will this hold up under pressure In this quick training Andrew Carr shares three key checks every hedge fund analyst should run before pitching a stock idea to their portfolio manager. These tips help junior analysts strengthen their assumptions avoid red flags and build confidence in high-stakes buy-side environments. ✅ Check if your revenue growth aligns with industry expectations ✅"
YouTube Link 2025-08-05T12:01Z [----] followers, [---] engagements

"2nd Place Winner: Tarantino Capitals Short Pitch on Udemy (UDMY) 2nd place winner team Tarantino Capital gives their argument for a short position in Udemy (UDMY). The team presents their research on UDMY an e-learning upskilling/reskilling B2C and B2B digital marketplace. Tarantino Capital found some red flags with UDMY's future outlook noting that the proliferation of AI-enabled learning presents a real threat to revenue UDMY can't compete with peers in an upmarket pivot and structural budget cuts threaten revenue streams. Main theses: [--]. AI substitution and content saturation threaten"
YouTube Link 2025-10-09T08:15Z [----] followers, [---] engagements

"10 Ways Fundamental Edge Prepares Your Investment Team for [----] Buy-Side Training Seminars Preparing for [----] Your team doesnt have to do it alone. In this video Andrew Carr breaks down how Fundamental Edge is helping investment firms upgrade their analyst and PM training with modular high-impact seminars that fit any schedule from 90-minute post-close sessions to multi-day off-sites. We cover some of the most requested topics firms are asking for right now including AI-augmented research buy-side mindset and risk management Modeling [---] earning-season preparation factor analysis idea"
YouTube Link 2025-11-24T14:15Z [----] followers, [---] engagements

"AIs Next Era: The Fusion of Quant Models and Fundamental Investing A structural shift is reshaping active management. In this short clip from our AI course guest speaker session we explore how the post-COVID market environment driven by retail participation frictionless trading and zero-day options has changed the way investors think about process and edge. Jared Kubin CEO of Isschar Technologies discusses the long-standing divide between quantitative and fundamental investing. This moment captures a core insight: AI is enabling a new evolution of active management one where modeling pattern"
YouTube Link 2025-12-09T13:45Z [----] followers, [--] engagements

"3 New Years Resolutions Every Financial Analyst Should Make Great analysts dont just rely on instinct they build systems to get better over time. From tracking your personal hit rate to strengthening your AI muscle to investing in higher-level thinking across your team these three resolutions will compound your edge in [----]. Learn more about AI adoption in investment research at Fundamental Edges AI Academy fundamentaledge.com Heres to a smarter sharper 2026"
YouTube Link 2025-12-31T19:20Z [----] followers, [---] engagements

"What Analysts Actually Do With AI Tools Cutting-Edge with Perplexity If you've ever been assigned a research task like finding the long-term TAM for RoboTaxis and were told Lets discuss tomorrow Here is your playbook for where to start using AI. In this live episode of Cutting Edge Brett Caughran Founder and Lead Trainer of Fundamental Edge walks through how an institutional analyst would approach a 24-hour sniff test using an AI tool like Perplexity to accelerate the research process without taking shortcuts. Joined by Brooker Belcourt (former Citadel now GM Finance Vertical at Perplexity)"
YouTube Link 2025-06-13T18:20Z [----] followers, [---] engagements

"Mastering the 10-K: How to Analyze a Business Like a Pro #investing In this clip Andrew Carr explains the critical role of the 10-K in a buy-side investors mosaic analysis. The 10-K is one of the most important documents for understanding a companys financials operations and risks. It provides in-depth details about revenue generation expense breakdowns and risks that may affect a companys performance. Andrew emphasizes that mastering the 10-K is essential for uncovering vital business information which leads to more informed confident investment decisions. Want to learn more about analyzing"
YouTube Link 2025-05-07T09:30Z [---] followers, [---] engagements

"AI in Hedge Funds: Social Leverage Partner Matt Ober on the Analyst Evolution Cutting Edge In this clip from Cutting Edge Matt Ober partner at Social Leverage reveals how AI tools could enable fund managers to operate with significantly smaller teams while maintaining superior investment performance. Industry experts discuss the future of equity research fundamental analysis and portfolio management as AI agents automate traditional analyst workflows creating opportunities for activist investors and specialized investment strategies focused on deep creative analysis that technology cannot"
YouTube Link 2025-07-07T13:15Z [----] followers, [---] engagements

"Hedge Fund Jobs: How to get a career as an analyst A quick summary of what a former hedge fund PM looked for in analyst hires. See more on the Fundamental Edge website (including a free webinar): https://www.fundamentedge.com/breaking-in"
YouTube Link 2023-12-28T00:52Z [----] followers, [---] engagements

"AI in Earnings Season How Buyside Analysts at Hedge Funds Use Artificial Intelligence Artificial Intelligence is transforming how equity analysts prepare for and navigate earnings season. In this webinar Brett Caughran Andrew Carr Kris Bennatti (Hudson Labs) and David Plon (Portrait Analytics) discuss how buyside analysts are using AI to accelerate workflows improve triage during high-volume earnings days and integrate large language models (LLMs) into research processes. With over a decade of hedge fund experience Brett shares how earnings season creates the most work and the most"
YouTube Link 2025-08-27T09:30Z [----] followers, [----] engagements

"How to Bounce Back After Investment Mistakes #financialanalyst In this clip from Analyst Academy Office Hours Andrew shares his approach to handling investment mistakes and missed opportunities. He explains how to emotionally recover from setbacks and avoid making rash decisions in the heat of the moment. By maintaining a repeatable process for idea generation and focusing on small steady wins you can regain your rhythm and confidence"
YouTube Link 2025-06-04T09:15Z [---] followers, [---] engagements

"How [--] Students Won $100K at the Pershing Square Challenge [----] Interview with Fundamental Edge In this interview Andrew Carr trainer at Fundamental Edge sits down with the winning team of the [----] Pershing Square Challenge Team CSL along with Paul Johnson co-author of Pitch the Perfect Investment and Fundamental Edge instructor. The team shares how they selected Carlyle as their pitch idea crafted a compelling presentation and ultimately won $100K at the prestigious competition. Through this in-depth discussion the team talks about their approach to pitching the importance of teamwork and how"
YouTube Link 2025-07-02T04:13Z [----] followers, [---] engagements

"Cutting-Edge: Agentic AI & Fundamental Research In this episode of The Cutting Edge Brett sits down with Mike ConoverCEO and co-founder of Brightwave and the mind behind Databricks Dolly LLMto explore how large language models (LLMs) are transforming institutional equity research. Mike shares real-world use cases of AI in the investment process from evaluating management teams to spotting turnaround opportunities. Youll also get a behind-the-scenes look at Brightwaves research capabilities and a frank discussion on the current limitations of generative AI in finance. Key Topics: - How LLMs"
YouTube Link 2025-04-24T10:30Z [---] followers, [---] engagements

"How AI Simplifies Financial Analysis AI for Investment Research Course AI is revolutionizing financial analysis making complex tasks like analyzing 10-K filings faster and easier. In this example AI quickly uncovers valuable insights from Humana's financial report saving you hours of manual work. Want to learn how AI can streamline your investment research process Enroll in our AI for Investment Research course and discover how to leverage AI tools to enhance your financial decision-making"
YouTube Link 2025-08-12T20:04Z [----] followers, [---] engagements

"AI in 2025: Hype vs Reality AI in Finance Whats the future of AI in the next 6-18 months In this video we dive into a contrarian take on the AI boom. Theres a growing trend of AI applications that are simply rebranded versions of existing technology like ChatGPT with a new color scheme. But is that enough We discuss why simply building on someone elses algorithm wont cut it and how the real challenge is solving actual problems with AI. Dont miss this thought-provoking discussion on AIs future and why venture capital-backed software layers may face tough challenges ahead. Watch the full"
YouTube Link 2025-04-01T16:43Z [---] followers, [--] engagements

"What Kind of Factor Investor Are You Factor Investing Explained Are you using the Separation of Concerns or Exploit & Monetize approach in your investment strategy In this YouTube Short we break down the two main factor investing strategies used by hedge funds and institutional investors today. Learn how factors like growth momentum and value are applied to fundamental researchand how you can use them to generate alpha. Whether you're trying to hedge unintentional risks or monetize market regime shifts understanding these frameworks is critical. Learn how to apply these strategies inside our"
YouTube Link 2025-08-08T10:30Z [----] followers, [---] engagements

"The REAL Alpha: Why Your Stock Gains Might Be Lying to You Uncover the Truth About Stock Performance: What REALLY Is Alpha Investment expert Andrew Carr reveals the hidden secrets behind stock valuation and true investment performance. Learn how a positive return in a stock might actually result in negative alpha. Key Insights: ✓ Understanding Real Investment Performance ✓ Decoding Stock Valuation Strategies ✓ Comparing Stocks Against Market and Peers What You'll Learn: - Why positive stock movement doesn't always mean success - How to analyze relative valuation - Comparing your stock against"
YouTube Link 2025-04-07T09:30Z [---] followers, [--] engagements

"Fundamental Edge Analyst Academy Info Session Fundamental Edges Analyst Academy is an advanced self-paced hedge fund training program designed to help you break into or accelerate your career as a buy-side analyst. Built by industry professionals this program teaches you the exact investment frameworks financial modeling skills and research processes used at top hedge funds and asset management firms. Whether you're preparing for hedge fund analyst interviews transitioning from banking or consulting or leveling up your current skills Analyst Academy offers the practical tools and real-world"
YouTube Link 2025-05-07T00:33Z [---] followers, [---] engagements

"AI in your Investment Process We are constantly bombarded with noise around AI. One camp says that hallucinations make AI so unworkable that models cannot be relied upon to produce high-quality outputs while the other camp is convinced that AI will replace everyones job within a few years. How can we evaluate these competing points of view As a fundamental analyst your objective is to find the truth regardless of what the street says. Evaluating AI for investment research is no different. While many analysts sit back waiting for the technology to come to them analysts at the cutting edge are"
YouTube Link 2025-09-22T11:00Z [----] followers, [---] engagements

"From Analyst Chaos to Confidence in the Process What They Don't Teach You Feeling stuck as an early career equity analyst You're not alone. The gap between academic training and the real-world investment process is wider than most realize. This breakdown addresses the critical challenges facing equity analysts: transitioning from pitch preparation to actual asset management monitoring live positions with real P&L implications and navigating the complex dynamics of risk-reward conversations with portfolio managers. Whether you're just starting out struggling to find your footing or preparing"
YouTube Link 2025-07-24T13:15Z [----] followers, [---] engagements

"How Top Investors Are Using AI Tools in Public Markets Cutting Edge Clip #investmentanalysis In this short clip from Cutting Edge Episode [--] Brightwave CEO Mike Conover explains how leading public market investors are currently deploying AI in their research workflows. From earnings season analysis across dozens of names to navigating build-vs-buy decisions this conversation reveals how institutional investors are leveraging AI for scalewhile safeguarding their proprietary edge"
YouTube Link 2025-04-24T10:00Z [---] followers, [--] engagements

"How AI Cut My Equity Research Task From [--] Hours to [--] Minutes Cutting Edge Series In this clip from our Cutting Edge episode with Hudson Labs we show how AI tools like CO Analyst dramatically accelerate equity research analyzing Chilis 14% same-store sales growth pricing mix and EPS revisions in under a minute. Watch the full episode on our channel to see the complete walkthrough with Kris Bennatti and all the data we unpack together. Explore the full Cutting Edge Series Hosted by Brett Caughran Founder and Lead Trainer at Fundamental Edge The Cutting Edge is a webinar series featuring top"
YouTube Link 2025-07-02T13:00Z [----] followers, [---] engagements

"The #1 Lesson Every Aspiring Investment Analyst Must Know Before becoming an investment analyst Andrew Carr discovered one of the most important truths about stock analysis: markets are continuous processes. Many aspiring buyside analysts assume a thesis ends after a single quarter or earnings beat but the reality is that expectations constantly reset. A stock that looks like a great short today can turn into tomorrows best long once sentiment shifts. The factors that drive performance also change over time. What matters for a company in one period may not matter in the next which is why"
YouTube Link 2025-08-28T10:30Z [----] followers, [----] engagements

"Understanding Factors vs. Alpha in Fundamental Equity Research #investmentanalysis Andrew Carr discusses the shift in institutional investing where allocators are increasingly focused on factors versus idiosyncratic risk (idio). As limited partners (LPs) move towards a barbell strategy they are paying more for pure alpha and less for beta or factor-based returns. This trend requires investors to reevaluate their approach to stock picking and understand how factors impact portfolio construction. Want to learn more about factor-based investing Visit"
YouTube Link 2025-05-21T09:30Z [---] followers, [---] engagements

"AI in Financial Modeling Consumer vs Enterprise Use Cases Cutting Edge Webinar Series #aiinfinance In this clip from The Cutting Edge Webinar Series Thomas Li CEO of Daloopa explains the role of AI in financial modeling. He contrasts consumer AI like chatbots with enterprise AI which is specialized to solve complex financial tasks. Thomas dives into how AI can be used beyond simple web crawling and summarization offering deeper insights into financial modeling and analysis. Want to explore AI in finance further Visit Fundamental Edge to learn more. 🔔 LIKE COMMENT and SUBSCRIBE for more"
YouTube Link 2025-06-02T10:30Z [---] followers, [--] engagements

"AI-Driven Research Advancements: How AlphaSense is Transforming the Investment Process The Cutting Edge -episode [---] - Join Brett Caughran and Andrew Carr in this webinar with Matt Angrist and Sarah Hoffman from AlphaSense as they provide an in-depth exploration of AI's role in transforming investment research. They delve into the evolution of AlphaSenses AI tools covering how AI search capabilities and innovations like Gen Search and Gen Grid are revolutionizing the research process for investment professionals. Key topics covered: - The transition from traditional idea generation to"
YouTube Link 2025-03-21T09:45Z [---] followers, [---] engagements

"How Investors Can Manage AI Hallucinations in LLMs Cutting Edge Clip In this short clip from Cutting Edge Episode [--] Brett Caughran and Brightwave CEO Mike Conover discuss a critical issue in AI-driven investment research: hallucinations in large language models (LLMs) like ChatGPT. They unpack whether recent models are becoming less accurate why that matters for institutional investors and how top-performing firms are experimenting with AI while maintaining research integrity"
YouTube Link 2025-04-24T10:15Z [---] followers, [--] engagements

"Shorting High PE Stocks: Why Valuation Alone Wont Cut It #investmenttips In this clip from Analyst Academy Office Hours Brett dives into the complexities of shorting stocks with high PE ratios. He explains why using valuation as the primary reason for a short thesis is risky and how a high valuation short must also focus on bad company fundamentals poor momentum and potential business issues. Learn from Bretts experience on how tactical event-driven approaches to short selling can lead to higher returns. Want to master short selling and improve your investment strategies Visit Fundamental"
YouTube Link 2025-05-23T10:45Z [---] followers, [---] engagements

"The Cutting Edge with Thomas Li from Daloopa Is AI reshaping buyside modeling In Episode [--] Thomas Li CEO of Daloopa explains how Daloopas AI-powered historical data platform accelerates time to insight for equity research analysts and investors giving users a competitive edge in making smarter investment decisions"
YouTube Link 2024-11-21T03:12Z [---] followers, [---] engagements

"Hedge Fund Analyst Training for the Buy-Side Analyst Academy Info Session Fundamental Edges Analyst Academy is an advanced self-paced hedge fund training program designed to help you break into or accelerate your career as a buy-side analyst. Built by industry professionals this program teaches you the exact investment frameworks financial modeling skills and research processes used at top hedge funds and asset management firms. Whether you're preparing for hedge fund analyst interviews transitioning from banking or private equity or leveling up your current skills Analyst Academy offers the"
YouTube Link 2025-08-04T11:00Z [----] followers, [---] engagements

"53% Long-Term Hit Rate in Investment Management: What Every Junior Analyst Must Know Did you know even top investment managers have a long-term hit rate of roughly 53% In this video we break down why this isnt discouraging how understanding long-term hit rates can make you a sharper analyst and why treating the other side of a trade with rigor is crucial for structured targeted analysis. Learn how to improve your stock pitches sharpen your investment theses and navigate the realities of equity markets at Fundamental Edge through our Analyst Academy course. Our next cohort starts on October"
YouTube Link 2025-09-11T11:15Z [----] followers, [---] engagements

"How Analysts Are Using AI in Investment Research Office Hours with Brett & Rich Falk-Wallace What does real AI adoption look like inside hedge funds and investment firms In this clip from our Factor Academy Office Hours Brett Caughran and Rich Falk-Wallace discuss how AI tools are starting to deliver actual process improvements compressing time improving workflows and changing how analysts surface and evaluate information. From legacy RMS tools to agentic models like Manus AI is becoming more than a buzzword in the investment process. Its not perfect and they call that out too. Want to get"
YouTube Link 2025-08-14T11:30Z [----] followers, [---] engagements

"Is Your PM Ignoring You Heres Whats Actually Going On Buy-Side Analyst Advice You're flagging updates over email and Bloomberg but your PM doesnt reply. Now you're wondering: Is my work good enough Did I mess up Is my PM upset with me Should I follow up or stay quiet Andrew Carr briefly breaks down a common fear junior buy-side analysts face and why silence from your portfolio manager usually isnt what it seems. ✅ Learn how to keep momentum even when you dont get feedback ✅ Understand why PMs go quiet and what they expect from analysts ✅ Feel more confident navigating silence on the buy-side"
YouTube Link 2025-06-11T10:45Z [----] followers, [----] engagements

"Overcoming Barriers in AI Cutting Edge Webinar In this clip from The Cutting Edge Webinar Series Brett Caughran discusses the challenges analysts face when integrating AI tools with institutional-quality financial data. He explores the improvements in foundational AI models and the difficulties in sourcing high-quality data behind paywalls like Bloomberg FactSet and AlphaSense. This series dives into the frontier of investment research offering insights on how evolving tools and data sources are reshaping the future of finance. Visit our page or our website for the full series at"
YouTube Link 2025-05-19T10:30Z [---] followers, [--] engagements

"From Theory to Practice: How to Become a Desk-Ready Buy-Side Analyst Books and programs can teach you the theory but they rarely give you the day-to-day playbook you need to succeed on the buy side. In this short video Andrew Carr explains why so many aspiring analysts struggle to bridge knowledge into real-world performance and how Fundamental Edge gives you the frameworks techniques and practical training to become a true desk-ready analyst. Led by seasoned investment professionals with experience across single-manager multi-manager and long-only institutional asset management our programs"
YouTube Link 2025-08-21T10:45Z [----] followers, [---] engagements

"Why Crowding Isnt a Factor in Quant & Factor Investing Spotting Fragile Markets In factor investing and quant finance not all risks are created equal. Guest speaker Giuseppe Paleologo explains why crowding isnt a true factor and why understanding its endogenous self-reinforcing nature is critical for portfolio managers and buyside investors. Whether youre in hedge funds institutional investing or building a systematic strategy understanding crowding dynamics can help you manage risk improve portfolio construction and anticipate market reversals. Want to explore more on this topic Visit Factor"
YouTube Link 2025-08-18T10:30Z [----] followers, [--] engagements

"How AI Is Changing Investment Research for Hedge Funds & Analysts AI is changing the way investment analysts portfolio managers and CIOs at hedge funds and family offices make decisions. From synthesizing real-time information to adapting tools for public markets the way we research and generate alpha is evolving fast. At Fundamental Edge we're tracking how AI is being applied across the entire investment research workflowbridging the gap between vendors analysts and data sources. 🔗 Learn more and join the AI for Investment Research: https://www.fundamentedge.com/ai-academy"
YouTube Link 2025-08-13T11:00Z [----] followers, [---] engagements

"What Investment Analysts Actually Do Inside a Year on the Buyside Wondering what a day in the life of an investment analyst really looks like The truth is theres no such thing as a typical day. But there is a rhythm to the year and understanding it is key to mastering the role. In this video we break down the analyst calendar the way it works in real hedge fund environments. You'll get a clear picture of the pace expectations and responsibilities that define the role across the year not just during earnings. We cover: - How quarterly earnings shape your workflow - What happens between"
YouTube Link 2025-06-16T10:00Z [----] followers, [---] engagements

"Assessing the Impact of Tariffs on Stocks: A 5-Step Framework #tariffimpact #StockAnalysis Andrew Carr explains how to assess the impact of tariffs on a company's stock using Fundamental Edges incrementalism framework. He walks through the five steps: [--]. Understanding COGS [--]. Calculating unmitigated EPS exposure [--]. Analyzing potential offsets [--]. Triangulating with real data [--]. Evaluating the expectations gap. This method helps investors stay level-headed when big news hits and guides their analysis on potential market impact. Want to learn more about in-depth analysis Check out Analyst"
YouTube Link 2025-04-25T10:30Z [---] followers, [--] engagements

"Master Factor Investing & Risk Management Factor Academy Info Session In this Factor Academy Info Session we dive into the essential tools and strategies used by hedge fund analysts and portfolio managers to navigate the complex world of factor investing. Learn how understanding factor risk models can enhance your buy-side investing skills and help you generate alpha while managing portfolio risk effectively. Whether you're an aspiring analyst or a seasoned professional looking to deepen your knowledge of factor-based strategies and risk management this session covers everything you need to"
YouTube Link 2025-05-13T03:42Z [---] followers, [---] engagements

"Is AI making investors weaker Even pilots use automation but its their mastery of the fundamentals that keeps flights safe when things go wrong. Investing is no different. In this video Andrew Carr explains why over-reliance on AI tools can weaken your edge and why top investors like top pilots stay grounded in core skills while leveraging technology to enhance performance. At Fundamental Edge we show buy-side investors how to integrate AI into their proprietary process without losing touch with the fundamentals that drive long-term success. Learn more & enroll in AI Academy:"
YouTube Link 2025-08-19T10:45Z [----] followers, [---] engagements

"How to Use the Sniff Test for Quick Stock Analysis #stockmarket Brett explains how the "sniff test" is a quick and effective way to evaluate stocks. By looking at key factors like liquidity revenue growth profit margins and valuation the sniff test helps investors quickly spot potential opportunities and avoid wasting time on bad ideas. Brett shares how pattern recognition and looking for signals outside consensus can help identify interesting stocks for your portfolio. Want a sample of the sniff test model Download it here: https://www.fundamentedge.com/sniff-test"
YouTube Link 2025-04-30T09:30Z [---] followers, [---] engagements

"Investment Management Internship Tip: How to Get [--] Extra Hours of Focus Time Struggling to maintain deep focus during your finance internship Andrew Carr shows you exactly how to minimize distractions and maximize your learning potential during the most competitive internship season. The reality of investment management internships: Markets move fast incremental information gets priced in quickly and junior analysts need extra time to uncover insights. Every distraction costs you [--] minutes of deep work time. Three proven focus strategies for investment management interns: - Phone"
YouTube Link 2025-07-01T16:46Z [----] followers, [---] engagements

"Navigating Your Summer Internship Career Alignment & Stress Management In this short video Brett discusses how to use your summer internship to assess career alignment and gain a deeper understanding of the work environment you may be entering. Whether you're working in a hedge fund or a long-only firm this internship is your opportunity to learn reflect and grow in a low-risk low-stakes setting. What Youll Learn: - How to assess your stress response in a fast-paced deadline-driven hedge fund environment - The importance of journaling and self-reflection during your internship for career"
YouTube Link 2025-05-16T11:01Z [---] followers, [--] engagements

"AI Forensic Risk Analysis: Hudson Labs Revolutionizing Equity Research Cutting Edge In this clip from Cutting Edge discover how AI is transforming qualitative risk assessment in equity research. Industry experts reveal how Hudson Labs' forensic risk scoring system uses artificial intelligence to analyze SEC comment letters auditor changes and executive turnover patterns across large portfolios. Learn how this AI-driven approach successfully identified elevated risk signals in companies like Bumble before significant price declines demonstrating the power of quantifying qualitative risk"
YouTube Link 2025-07-09T13:01Z [----] followers, [--] engagements

"Earnings Season Day in the Life: What Investment Analysts Actually Do During Earnings "Today's only Tuesday." Ever wondered what really happens during earnings season This behind-the-scenes discussion reveals the complex workflow that investment analysts face daily during quarterly earnings reporting periods. A typical earnings season morning includes: - Analyzing 5+ companies reporting before the market opens - Processing overnight news affecting portfolio companies - Monitoring 15+ peer companies for sympathy moves - Live transcribing earnings calls for portfolio managers - Writing earnings"
YouTube Link 2025-07-08T13:01Z [----] followers, [---] engagements

"AI FAILS on Forward Guidance Why Generalist Models Miss Key Analyst Signals AI is powerful but it fails in ways that matter for analysts. One of the most common problems is "tense". Generalist models like GPT-5 often confuse present and future which means they miss critical forward guidance in earnings calls. Instead of capturing CapEx or future expectation statements they latch onto the word expect and ignore other cues leaving analysts without the full picture. In this clip we show why this happens how important guidance gets lost and why relying on a generalist AI for investment research"
YouTube Link 2025-10-06T13:15Z [----] followers, [---] engagements

"Why Factor Investing Is Reshaping Stock Picking Fundamental stock picking is evolving fast. In this clip Brett shares a powerful quote from Giuseppe Paleologo (Head of Risk at Bally) during Factor Academy: "20 years ago no fundamental stock picker was thinking about factors. Today many are. In a few years all those who dont will be extinct." We built Factor Academy to help fundamental investors navigate the growing influence of systematic flows the rise of factor-based and thematic ETFs and the evolving market structure that now rewards those who understand how factors drive relative"
YouTube Link 2025-06-23T11:30Z [----] followers, [---] engagements

"Are You Analyzing News or Just Relaying It How Analysts Add Real Value You see breaking news on a stock you cover maybe a contract win a WARN notice or an international expansion. You send it to your PM immediately. But is that enough If you're early in your buyside career it's easy to mistake speed for value. In hedge fund investing information moves fast. What sets great analysts apart is their ability to interpret not just relay. In this video you'll learn how to move beyond headline sharing and become the analyst your PM can rely on to drive action. We cover: - Why passing along news isnt"
YouTube Link 2025-06-30T10:45Z [----] followers, [--] engagements

"Fundamental Edge Info Session July [----] Fundamental Edge's Analyst Academy gives you years of on-the-job training in a matter of weeks launching your buy-side career to new heights. Our program includes: - [--] pre-recorded modules with over [--] hours of video covering the entire investment research process - Downloadable presentation slides and sample Excel models - Live Q&A "office" hours scheduled to allow time to work through the curriculum - Guest speaker opportunities with industry-leading experts - Invitation to a growing alumni network of leading buy-side analysts Visit"
YouTube Link 2024-07-30T22:07Z [---] followers, [---] engagements

"Can You Get Fired After a Stock Blows Up What Every Buyside Analyst Should Know Can an investment analyst actually get fired if a stock blows up on earnings It depends and the reasons matter. You've probably felt the pressure if you're in your first few years on the buyside. This video breaks down what gets analysts fired after a miss and what keeps the best ones in their seats. Well walk through the difference between poor underwriting and differentiated insight why passively holding a name can cost you and how using cookie-cutter models without proprietary work can backfire. If you're"
YouTube Link 2025-06-09T11:30Z [---] followers, [---] engagements

"The Key to a Compelling Stock Pitch: Company Guidance vs. Consensus In this clip Andrew Carr shares the crucial difference between new and experienced analysts when it comes to stock pitching: its not just about estimates versus consensus but about understanding and articulating a company's guidance. He explains how a companys guidance often dictates the markets reaction even if quarterly results beat expectations. Knowing whats next for a company and how their guidance compares to Wall Streets is the insight that makes a stock pitch compelling. Want to pitch like a pro Visit Analyst Academy"
YouTube Link 2025-04-23T07:30Z [---] followers, [---] engagements

"3 Must-Read Investing Books for New Analysts Fundamental Edge Analyst Academy Just getting started in your investing career or prepping for a hedge fund analyst role In this video Andrew Carr Fundamental Edge Trainer shares [--] essential investing books every new analyst should read to build real-world market sense develop creative research techniques and understand the crucial dynamic between analysts and portfolio managers. Books Covered: - Reminiscences of a Stock Operator by Edwin Lefvre: Learn market behaviour through the life of legendary trader Jesse Livermore. - The Sleuth Investor by"
YouTube Link 2025-07-29T11:30Z [----] followers, [---] engagements

"Cutting Edge: Ep [--] with Kris Bennatti This session with Brett Caughran and Kris Bennatti of Hudson Labs focuses on the role of AI in equity research and short selling. It covers insights on forensic risk assessment qualitative risk quantification and leveraging AI-driven tools for efficient financial analysis. The discussion includes identifying red flags in corporate disclosures and using AI for streamlined workflows. Learn how Hudson Labs' Co-Analyst tool is transforming investment strategies with enhanced efficiency and accuracy. 📌 Topics Covered: - AI in fundamental analysis - Short"
YouTube Link 2024-12-20T16:50Z [---] followers, [---] engagements

"Day in the Life: Hedge Fund Analyst Attending Investment Conferences - What Really Happens Andrew Carr discusses the behind-the-scenes of what hedge fund analysts actually do during investment conferences from morning prep to end-of-day reporting. Ever wondered what happens when hedge fund analysts attend investor conferences This walkthrough reveals the structured process that buy-side research professionals follow during multi-day conference events. A typical hedge fund conference day includes: - Pre-market overnight news screening and flagging - 30-45 minute fireside chats with company"
YouTube Link 2025-07-10T13:15Z [----] followers, [---] engagements

"Why You Should Never Miss an Investor Day Analyst Academy Office Hours (Part 1) In this clip from Analyst Academy Office Hours Brett discusses the importance of attending investor dayseven if they seem like a nothing burger. In Part [--] of this series Brett explains why investors should never skip these events. As Brett shares you might find yourself stunned by the news that comes out of these investor days as they can have a major impact on your investment strategy. These events can sometimes provide the catalysts you need to make well-informed decisions in the stock market. 🔔 Dont forget to"
YouTube Link 2025-05-05T10:30Z [---] followers, [---] engagements

"Evaluating Internship Programs: How to Assess Technical Skills & Identify Future Hires In this short video Brett discusses the true purpose of internship programs and how they serve as a way to evaluate potential full-time hires while providing valuable insight into a candidate's technical skills. While interns may bring fresh perspectives or helpful insights on special projects the core value of an internship is to de-risk the full-time hiring decision. What Youll Learn: - How internships serve as a low-risk opportunity to assess technical skills for future hires - The importance of"
YouTube Link 2025-05-09T11:15Z [---] followers, [--] engagements

"AI in Investment Research: Smarter Workflows for Investment Professionals In this short clip from our webinar Navigate Earnings Season Using AI with Brett & Kris we share a practical framework for how investment professionals can approach AI in their research process. From general-purpose models like ChatGPT to finance-tuned copilots to fully integrated internal systems we show how to think strategically about tool selection and workflow design. Earnings season is one of the most demanding times for analysts and AI is already helping with summarization risk checklists ideation and first-draft"
YouTube Link 2025-09-03T09:15Z [----] followers, [---] engagements

"Why Forward Looking Expectations Matter Analyst Academy When valuing stocks should you use trailing EBITDA or EPS or focus on forward-looking expectations In this clip Andrew Carr breaks down why public markets care less about what has already happened and more about whats coming next. Want to learn more about Analyst Academy Head over to Fundamentedge.com/analyst-academy Fundamental Edge Analyst Academy Investment Training Financial Modeling Buy-Side Research Stock Market Training Investor Careers Buy-Side Careers Investment Skills Training brett caughran andrew carr Investment Risk"
YouTube Link 2025-09-02T10:30Z [----] followers, [---] engagements

"Feeling Lost as a Junior Analyst Heres the Hedge Fund Training You Didnt Get If youve ever been handed a stock and told to go figure it out only to think Wait do I actually know what Im doing youre not alone. In this clip we talk about why most buy-side analysts are left to figure it out with little structure and how the Fundamental Edge Analyst Academy is changing that. Built for early-career analysts this program teaches you how to apply a real institutional equity research lens to single-name ideas without waiting years to learn it through osmosis. ✅ [--] hours of structured training ✅ Real"
YouTube Link 2025-06-18T11:30Z [----] followers, [---] engagements

"How AI Is Reshaping Investment Research: Judgment Speed & the Future of Edge In this clip from our AI Academy guest speaker series Artem Fokin Founder and Portfolio Manager at Caro-Kann Capital shares how artificial intelligence is transforming investment research especially within small- and micro-cap markets. Artem explains why AI is best viewed as a co-pilot rather than a replacement. He shows how AI reduces busywork accelerates workflows and compresses research timelinesallowing analysts to absorb new ideas and act more quickly. At the same time he emphasizes that true edge still comes"
YouTube Link 2025-09-05T07:30Z [----] followers, [---] engagements

"3rd Place Winner: Third Floor Capitals Long Pitch on Blue Bird (BLBD) WITG x FE [----] 3rd place winner team Third Floor Capital recommends a long position in Blue Bird Corporation (BLBD) at the [----] WITG x Fundamental Edge Stock Pitch Competition. The team sees a strong market position with industry tailwinds and durable margins. The investment thesis is built through durable pricing power backed by demand increases temporary and overstated headwinds and an opportunity to increase market share by capitalizing on the increased proliferation of propane and gas engines. Main theses: [--]. Durable"
YouTube Link 2025-10-09T08:30Z [----] followers, [---] engagements

"2025: The Year of AI Agents in Finance How Agentic Workflows Will Transform Analysis The evolution from single chatbot models to agentic AI frameworks represents a fundamental shift in how artificial intelligence will support financial analysis. In this snippet from our Cutting Edge series we feature a discussion with Kris Bennatti from Hudson Labs exploring why current language models struggle with precise financial queries and how agentic workflows solve these limitations. The conversation examines the critical distinction between model memory responses and database-driven queries using the"
YouTube Link 2025-07-23T12:31Z [----] followers, [--] engagements

"How to Prepare for Investor Conferences Like a Pro Fundamental Edge Flying out for an investor conference Preparation is everything. In this video we walk through the essential steps that will help you make the most of your management meetings. Start by printing and organizing your question list in the exact order of your meetings so youre not fumbling through papers when the time comes. Bring hard copies of your models as well since technical issues are common at conferences and you dont want to be caught without them. Pay attention to which of your meetings are scheduled before or after the"
YouTube Link 2025-09-17T14:29Z [----] followers, [---] engagements

"AI in Investment Research: Speed Insight and Process Fundamental Edge AI is transforming the investment research process at a rapid pace. Equity analysts and portfolio managers are turning to AI tools to speed up stock research compress time to insight and uncover patterns in large sets of data. But while artificial intelligence can make workflows faster and help investors evaluate pitches more quickly it is not a substitute for a strong investment process. The real edge still comes from disciplined research and human judgment. Learn more about AI Academy and enroll today at"
YouTube Link 2025-09-04T22:04Z [----] followers, [---] engagements

"The #1 Mistake Investment Analysts Make (And How to Fix It) After training hundreds of early career investment analysts Andrew Carr reveals the ONE skill deficiency that's holding back your career: failing to quantify variant views. Learn how to turn vague management comments into actionable investment insights that actually move the needle. Key question: What did you ACTUALLY learn in that meeting Perfect for: Investment analysts equity research professionals portfolio managers finance students Follow for more investment training tips"
YouTube Link 2025-07-03T13:15Z [----] followers, [---] engagements

"How to Assess If a Stocks Price Reflects All the Information Investor Tips Stuck wondering if a stocks price reflects all the latest information Andrew Carr breaks down how to assess whether the market has priced in the right details. Learn key strategies for valuing companies identifying stock drivers and using the right approach to get unstuck in your analysis. Want more expert tips Visit Fundamentedge.com and check out Analyst Academy to level up your buyside investment game"
YouTube Link 2025-04-02T09:30Z [---] followers, [---] engagements

"Leveraging AI for Investment Research Cutting Edge Webinar Series In this clip from The Cutting Edge Webinar Series we explore how large language models (LLMs) fit into the fundamental investment process. Brett discusses how AI tools can enhance idea generation accelerate the pace of learning new industries and help monitor key performance indicators (KPIs)transforming [--] hours of reading into just [--] minutes. While AI tools provide valuable efficiencies we also take a balanced approach considering both the benefits and potential trade-offs of bypassing traditional methods. Join us for a"
YouTube Link 2025-05-26T10:30Z [---] followers, [--] engagements

"Inside the Fundamental Edge Analyst Academy Hedge Fund-Style Equity Analysis Training Ever wondered what it takes to analyze stocks like a hedge fund professional Join Brett Caughran and Andrew Carr as they break down Analyst Academy a 6-week immersive program designed to give analysts the institutional-grade skills needed for buy-side equity analysis. In this session youll learn about: - The structure of the program: self-paced curriculum + live sessions - Core topics: valuation modeling thesis development earnings analysis+ - Guest speakers case studies and templates included - Alumni"
YouTube Link 2025-09-25T09:01Z [----] followers, [---] engagements

"Why Your Stock Pitch Keeps Getting Rejected by Your PM Fixing the Analyst-PM Disconnect Why does your stock pitch keep getting rejected by your PM even when youve done the work If youre a young buyside analyst this is a frustrating but common experience. You put in hours of research build a solid deck and still hear no. The problem usually isnt effortits alignment. In this video we break down why strong ideas often miss the mark what your PM actually needs from a pitch and how to fix the disconnect thats holding you back. Youll learn: - Why your PMs background shapes how they evaluate stock"
YouTube Link 2025-06-25T10:45Z [----] followers, [---] engagements

"How to Pick Stocks and Manage Risk Like a Pro Factors for the Fundamental Investor Andrew Carr Fundamental Edge's Analyst Trainer explains how to pick the right stocks and manage risks effectively. He introduces Factors for the Fundamental Investor a program designed to help investors generate alpha and mitigate risk using factor overlays. Learn how to avoid unintended risks and better understand how market shifts impact your portfolio. Want to learn more about factor-based investing Visit https://www.fundamentedge.com/factors-for-the-fundamental-investor for more information Now taking"
YouTube Link 2025-05-28T09:30Z [---] followers, [---] engagements

"The Future of AI in #FundamentalAnalysis: What AI Can and Cant Do Cutting Edge Webinar Series In this clip from The Cutting Edge Webinar Series Brett Caughran founder and lead trainer at Fundamental Edge discusses the promise of AI in the fundamental analyst research process. He explains how AI can replicate two-thirds of a typical analyst's work from reading financial filings to updating models but emphasizes the irreplaceable value of human tasks like relationship building and on-the-ground research. Want to learn more about AIs role in investment analysis Watch our full series at"
YouTube Link 2025-05-02T10:01Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing