Elite Hedge Fund Strategies: Real-World Investing With Ai

Smart Investing for Beginners — by Nathan Zhou, former elite hedge fund manager, Caltech & Columbia MBA

What you'll learn

How to effectively invest in ETFs using principles from David Swensen, the legendary Yale Endowment Fund manager

How to apply the core principles used by top investors through successful real-world examples from actual hedge fund experience

How to use Generative AI to identify and analyze high-return, low-risk investment opportunities with greater speed and confidence

How to write effective prompts to analyze successful real-life investment examples using Generative AI

Requirements

No prior experiences needed

Description

Most investors waste years chasing tips, following the crowd, or relying on surface-level analysis. This course will teach you to think and act like the world’s best hedge fund managers — and build a repeatable process for finding undervalued companies with 2–10x potential.Drawing on my experience as a former top-tier hedge fund manager and graduate of Caltech and Columbia Business School, I’ll share the same frameworks used by elite funds such as Tiger Management and the Tiger Cubs to identify durable competitive advantages, calculate intrinsic value, and make high-conviction decisions.By the end of this course, you won’t just know what to buy — you’ll understand why, and you’ll have the conviction to hold your winners through market noise.You’ll walk away with:A hedge-fund–level process for analyzing companies in hours instead of weeks — powered by generative AI for efficiency.The ability to identify moats like brand power, network effects, and economies of scale.Real-world case studies (Monster Energy, Meta, and more) showing how great investors uncovered 10-baggers.The confidence to evaluate opportunities independently, without chasing stock tips or headlines.A framework for those who prefer not to pick stocks: how to build wealth effectively through dollar-cost averaging into ETFs.This is not a “stock picks” course. It’s a system for thinking like an elite investor — and applying those principles to your own portfolio for long-term success.

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 My story

Lecture 3 Maximize Learning: The Hedge Fund Way to Build Knowledge and Conviction

Lecture 4 Why Investing Matters — And Where to Begin

Section 2: Why SPY Outperforms in the Long Run

Lecture 5 Comparying SPY versus Gold and Residentail REITS

Lecture 6 Comparing SPY to Other Assets Using Portfolio Visualize

Lecture 7 Comparing SPY to Other Assets Using Portfolio Visualizer - continued

Lecture 8 Surviving the Worst, Benefiting from the Best

Section 3: Low-Risk, High-Return Value Investing: Monster Energy Case Study

Lecture 9 A Proven Approach to Finding Big Upside with Limited Downside

Lecture 10 Go-To Tools for Investors

Lecture 11 The Origins of Monster — and Why It Caught Our Eye

Lecture 12 Monster Energy’s Competitive Moat – Why It Kept Winning 1. Authentic Brand Ident

Lecture 13 Coca-Cola Deal & Our Fund's Investment Logic

Lecture 14 The Downside Case & Resilience

Lecture 15 Measuring Brand Momentum: Monster Energy’s Google Trend Signal

Lecture 16 What If I Had Invested in Monster in 2009?

Lecture 17 Formula for Writing Powerful Prompts

Lecture 18 AI-Powered Moat Analysis: How Monster’s Brand, Financials, and Valuation Confirm

Section 4: Low-Risk, High-Return Value Investing: Meta Case Study

Lecture 19 Meta’s Moat: Network Effects, Data, Scale

Lecture 20 What Happened to Meta’s Stock Price in Late 2022?

Lecture 21 Digital Advertising Keeps Climbing — Setbacks Are Temporary

Lecture 22 Meta’s Efficiency Pivot — When Vision Met Reality

Lecture 23 Meta Financials: Strong Fundamentals at a Historic Discount

Lecture 24 Zuckerberg’s Letter & the Logic Behind the Meta Opportunity

Lecture 25 AI Analysis: From Identifying Meta's Moats to Verifying Them with Financial

Lecture 26 AI Analysis: Inside Meta’s Cost-Cutting Pivot – November 2022

Lecture 27 The Big Promise: Uncover High-Conviction, Undervalued Companies

Lecture 28 How to Recognize One When You See It

Lecture 29 Background

Lecture 30 Last Words

Section 5: Bonus Lectures

Lecture 31 Free Bonus

Beginner investors who want to improve their ETF selection,Beginner investors interested in how Generative AI can be used to invest like elite hedge fund managers,Students, tech-savvy learners, or aspiring analysts seeking a practical, real-world approach to professional investing,Beginner investors who are interested in the core principles used by top investors, illustrated with real-world examples