Analyst Path

Analyst Path

Go deeper into technicals, company quality, earnings analysis, macro context, verification habits, and memo thinking.

Lesson Order

12 lessons
Lesson 1
Reading Market Data

Learn to read price moves like an analyst by looking at volume, relative strength, and market context.

Lesson 2
Sourcing Ideas & The Analyst Mindset

Learn how analysts find ideas and why they actively look for reasons not to buy a stock.

Lesson 3
The Fundamentals Lens

Look past revenue growth and assess margin durability, cash conversion, and balance-sheet resilience.

Lesson 4
The Valuation Lens

Understand Growth vs. Value investing and learn how to figure out what the market has already "priced in."

Lesson 5
The Earnings Lens

Learn how analysts read earnings reports by focusing on guidance, management tone, and what actually changed.

Lesson 6
The News & Macro Lens

Learn how analysts filter out daily market noise and identify true catalysts that change a company's value.

Lesson 7
Technical Analysis For Research

Learn how analysts use charts, support, and moving averages to frame risk, not to predict the future.

Lesson 8
The Sentiment Lens

Understand how analysts use social media buzz to measure risk, and why crowded trades are so dangerous.

Lesson 9
Portfolio & Exposure Risk

Learn how analysts look at a whole portfolio to find hidden overlap, correlation, and concentration risk.

Lesson 10
The Bull/Bear Debate

Learn why the best analysts force themselves to argue both sides of a trade before making a decision.

Lesson 11
Writing the Investment Memo

Learn how to synthesize all your research into a structured memo that keeps you honest and disciplined.

Lesson 12
AI Research Verification

Learn how to audit and challenge AI-generated research to ensure you are making decisions based on facts, not hallucinations.