sample lesson plan

case studies* + perspective

*Drills to develop the “4 C’s” raw skills right out of the gate and throughout

All lessons involve substantial pre-class work.

  • 150 minutes

    Introduces the Holy Grail of Case Studies Playbook and deeply engrains the key tenets of 2nd LEVEL KNOWLEDGE’s new standard for single stock due diligence and risk management.

    Starts with drills to awaken & exercise your intellectual CURIOSITY + CRITICAL THINKING+ CONTRARIAN creativity + high CONVICTION resolve.

    Learn how to utilize available company disclosure and to identify key lines for financial models and to number crunch in an efficient case study manner. This entails basic use of Microsoft excel.

  • 105 minutes

    Case Study 1 = a deconstructed case study. Focused on the completing the different sections of a case study.

  • 90 minutes

    Case study 2 - complete case study - with emphasis on investment conclusion & follow-up queries sections.

  • 90 minutes

    Case study 3 - untimed case study. Given a few days to complete.

    This the typical case study utilized for long only interviews.

  • 90 minutes

    Case study 4 - Timed case study - receive topic ahead and then clock starts with 3 hours to complete.

    Discuss how a long vs a short idea case study may deviate from each other.

    Exactly how most hedge funds conduct case studies

  • 40 minutes

    Career path perspective.

    On the different career paths to becoming an analyst or PM via either a sell side or buyside route, for different types of investment strategies/philosophies.

    A realistic discussion based on your own experience and ambitions.

    Purposely at the end of 2nd LEVEL training - when we both have a better feel for your strengths/weaknesses and interests ahead of big interviews or live case studies.