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Behavioral Hedge Fund

0:49

Structure of the Presentation

6:05

Mindsets

7:02

What Makes a Great Analyst

8:45

Difference between Analytical Thinking and Pm Thinking

13:19

The Intelligence Trap

16:09

Mistake Evaluation Process

30:41

Minimally Invasive Cardiac Surgery

33:55

What Gets You from Data to Knowledge

35:51

The Intuition Problem

47:47

Conditions Procedures and Action Steps

50:22

Network Diversity

51:39

Echo Chamber Problem

52:43

Inevitability Thinking

54:10

The Upgrading Your Mentor Problem

1:00:56

Filter Aggregators

1:02:19

Triads

1:03:11

Structural Leverage

1:13:52

Failure Points Analysis

1:19:59

The Breakout Principle

1:26:07

How Should You Study a Hero

1:27:55

Five Love Languages

1:37:59

Bull Bear Debates

1:46:10

Leading versus Lagging Indicator Analysis

1:46:37

Valuation Frameworks

1:46:52

Structured Analytical Technique

1:51:41

Turf Warfare

1:53:05

Incentive Structures

1:55:19

Learning Projects

1:58:16
Learning for Analysts and Future Portfolio Managers with Alix Pasquet III
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2022Sep 4
Alix Pasquet III, Managing Partner at Prime Macaya Capital Management LP Notes, deck, and transcript on Neckar.substack.com Disclaimer: The information contained in this summary has been prepared solely for informational purposes and is not an offer to sell or purchase or a solicitation of an offer to sell or purchase any interests or shares in any of the funds managed by Prime Macaya Capital Management LP. Any such offer will be made only pursuant to an offering memorandum and the documents relating thereto describing such securities (the “Offering Documents”) and to which prospective investors are referred. This summary is subject to and qualified in its entirety by reference to the Offering Documents. An investment in those funds carries certain risks, including the risk of loss of principal. While all the information prepared in this presentation is believed to be accurate, Prime Macaya Capital Management LP makes no express warranty as to the completeness or accuracy nor can it accept responsibility for errors, appearing in the presentation. Other events which were not taken into account may occur and may significantly affect the returns or performance of the fund. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. This summary is provided to you on a confidential basis and is intended solely for the use of the person to whom it is provided. It may not be modified, reproduced or redistributed in whole or in part without the prior written consent of Prime Macaya Capital Management LP.

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Frederik's Labyrinth of Life

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