What Can You Expect to Learn?

I will go over all the items below. Where possible, I will use Cardlytics and Carvana as examples.

• Best Resources for Analyzing Stocks and Businesses (with links and examples)
• How to Use Opportunity Cost to Analyze New and Existing Ideas
• Analyzing the Competition (the single best question, what to look for, reasons you must analyze the competition, best reason to do so)
• The Most Important Metrics (what to avoid, the most important one metric)
• Conducting Field Research
• Rational Capital Allocation, CEO / Management Effectiveness and Incentives
• Characteristics of Growth
• Characteristics for Long Runway
• Great Business Qualities
• Mental Models