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Learn/The pitch, in depth
LearnThe pitch, in depth

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B Basic

  • Building a long thesis9m
  • Variant perception: what the price assumesPro9m
  • Catalysts and timingPro8m
  • Building a short thesisPro10m

A Advanced

  • Valuation for the pitch: three cases and the skewPro11m
  • Sizing and hedging the ideaPro10m
  • The two minute and the ten minute pitchPro9m
  • Handling pushbackPro10m
  • FlashcardsPro0/17
  • Basic quizPro80% passes
  • Advanced quizPro80% passes
  • Terms

Variant perception: what the price assumes

To disagree with the market you have to know what it believes. Back the assumption out of the price, compare it with consensus, then say where you differ and why you are likely right.

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