# portfolio manager (blogs) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover portfolio manager. Page: Feed: --- ## [New Special Speaker + L/S Equity Repository 2026](https://phoenixlearning.substack.com/p/new-special-speaker-ls-equity-repository) _2026-08-19 · Phoenix Learning · Phoenix Learning Hedge Funds_ Top Seats, New Opportunities, 2026 Must-Reads ## [The Perfect Short: How to Spot “Change” and Find Powerful L/S Ideas](https://phoenixlearning.substack.com/p/the-perfect-short-how-to-spot-change) _2026-08-11 · Phoenix Learning · Phoenix Learning Hedge Funds_ Short Chegg was the perfect pitch: the framework for finding similar opportunities. ## [Earnings Alpha Curve: Optimizing Risk/Reward](https://phoenixlearning.substack.com/p/earnings-alpha-curve-optimizing-riskreward) _2026-08-01 · Phoenix Learning · Phoenix Learning Hedge Funds_ Earnings Season Timeline and Idea Generation: MSFT and AMZN ## [The Hidden Art of Finding Variant Views](https://phoenixlearning.substack.com/p/the-hidden-art-of-finding-variant) _2026-07-25 · Phoenix Learning · Phoenix Learning Hedge Funds_ The Process Used by the Best Long/Short Portfolio Managers: HIMS Example ## [Lessons from a Top Citadel and Point72 PM](https://phoenixlearning.substack.com/p/lessons-from-a-top-citadel-and-point72) _2026-07-15 · Phoenix Learning · Phoenix Learning Hedge Funds_ Expected Value Risk/Reward, Dislocations, Unique Use of Factors, Crowding ## [Let things play out.](https://phoenixlearning.substack.com/p/let-things-play-out) _2026-07-07 · Phoenix Learning · Phoenix Learning Hedge Funds_ You cannot learn someone's investment process. It pays to be different. ## [Ex-Point72 and Citadel Star PM on Phoenix](https://phoenixlearning.substack.com/p/ex-point72-and-citadel-star-pm-on) _2026-06-26 · Phoenix Learning · Phoenix Learning Hedge Funds_ Deep Dive into Cameron Khajavi's Investment Process ## [L/S Consumer: How Top PMs Trade the Sector](https://phoenixlearning.substack.com/p/ls-consumer-how-top-pms-trade-the) _2026-06-23 · Phoenix Learning · Phoenix Learning Hedge Funds_ Evolution of Market Structure, Alpha Generation, Investment Styles ## [How to Win Against the Pods](https://phoenixlearning.substack.com/p/how-to-win-against-the-pods) _2026-06-13 · Phoenix Learning · Phoenix Learning Hedge Funds_ Positioning, Crowding Unwinds, Data, Temporary vs Structural Sell-Offs, Stop Losses ## [Trade Smarter With IBKR (Sponsored)](https://crawlproof.com/a/192xbBjQrEzt) _2026-06-13 · **Sponsored**_ Join Interactive Brokers through a referral and start investing with low-cost global access. ## [Sentiment: Core Piece of Idea Generation](https://phoenixlearning.substack.com/p/sentiment-core-piece-of-idea-generation) _2026-06-05 · Phoenix Learning · Phoenix Learning Hedge Funds_ Definition, Mesurement, Relationship to Positioning