The Analyst's Path

Phase 612 modules61 concept pages210,677 words

Phase 6: Investing philosophy, mental models and behavioural edge

The 12 modules of Phase 6, in the order the course takes them, with the concept pages each one holds.

  1. M6.01

    The Schools I: Graham to Buffett/Munger

    23,826 words, 2 h 12 min of reading

  2. M6.02

    The Schools II: Fisher to Pabrai

    24,954 words, 2 h 19 min of reading

  3. M6.03

    Mental Models & Decision Science

    20,825 words, 1 h 56 min of reading

  4. M6.04

    Behavioral Finance

    29,324 words, 2 h 43 min of reading

  5. M6.05

    Checklist, Temperament + Capstone

    19,325 words, 1 h 47 min of reading

  6. EX6.01

    VBA I: Recorder to Real Code

    11,358 words, 1 h 3 min of reading

  7. EX6.02

    VBA II: Logic, Functions & Events

    11,309 words, 1 h 3 min of reading

  8. EX6.03

    VBA III: UserForms, Files & Speed

    9,896 words, 55 min of reading

  9. EX6.04

    VBA IV: Automation Capstones

    11,430 words, 1 h 4 min of reading

  10. CN6.01

    Deal Rationale, Synergies & Their Traps

    14,587 words, 1 h 21 min of reading

  11. CN6.02

    Portfolio, Build-Buy-Partner, PMI & Divestitures

    15,627 words, 1 h 27 min of reading

  12. PR6.01

    Delivering with Confidence: Rehearsal, Q&A, Remote and Hybrid

    18,216 words, 1 h 41 min of reading