A short email course on how professional investors actually decide what to buy — the same top-down process behind every Offside call, from the macro down to the single name.
Written by Gabriel Osorio Mazzilli — ex-Goldman Sachs, ex-Citigroup Delta One.
Orientation lands the moment you sign up.
Free forever. No card. Unsubscribe in one click.
Orientation, then one lesson a day for five days
Where this starts, how to use it, and what to expect over the next five days.
Why professional investors start from the top down — and what that changes.
Every investment is ultimately the present value of future cash flows.
What kind of companies the market is rewarding right now, and why.
How real are the earnings underneath the growth.
Where reality begins to diverge from perception — and how to spot it early.
The course is free and always will be. No card, no upsell inside it. Unsubscribe in one click, any time.