New Special Speaker + L/S Equity Repository 2026
Top Seats, New Opportunities, 2026 Must-Reads
Phoenix Learning Hedge Funds
Phoenix (phoenixlearning.io) is the only place where you can learn from top Portfolio Managers and analysts from the best hedge funds in the world.
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Latest posts
The Perfect Short: How to Spot “Change” and Find Powerful L/S Ideas
Short Chegg was the perfect pitch: the framework for finding similar opportunities.
Earnings Alpha Curve: Optimizing Risk/Reward
Earnings Season Timeline and Idea Generation: MSFT and AMZN
The Hidden Art of Finding Variant Views
The Process Used by the Best Long/Short Portfolio Managers: HIMS Example
Lessons from a Top Citadel and Point72 PM
Expected Value Risk/Reward, Dislocations, Unique Use of Factors, Crowding
Let things play out.
You cannot learn someone's investment process. It pays to be different.
Ex-Point72 and Citadel Star PM on Phoenix
Deep Dive into Cameron Khajavi's Investment Process
L/S Consumer: How Top PMs Trade the Sector
Evolution of Market Structure, Alpha Generation, Investment Styles
How to Win Against the Pods
Positioning, Crowding Unwinds, Data, Temporary vs Structural Sell-Offs, Stop Losses
Sentiment: Core Piece of Idea Generation
Definition, Mesurement, Relationship to Positioning