WAITLIST OPEN · 2 PROGRAMS IN PRODUCTION

The data is free. Reading it is the edge.

Learn how 94 industries make money, the few KPIs that move each stock, and how professional long/short funds turn a macro view into a trade.

A still from the restaurants episode of Industry Spotlight
Industry Spotlight, episode 1: restaurants. Out soon.
One waitlist for every series. Industry Expert $49 early-bird price, rising as the library grows · the waitlist hears first · free restaurant KPI cheat sheet now
You are on the list. Download your free restaurant KPI cheat sheet (PDF)
Which series interest you most? Optional: it only decides which updates reach you first.
Two programs

Built on real filings and live data, not slides.

Every lesson uses the same data the Long/Short Terminal shows its members, so what you learn on Monday you can apply on Tuesday.

EPISODE 1 IN PRODUCTION

Industry Expert

How each industry makes money, the 3 to 5 KPIs that decide the stock, and how to read them in the next earnings report.

  • 94 industries, from restaurants to refiners
  • Every KPI defined, computed and its traps explained
  • A real earnings report read together, line by line
  • A one-page cheat sheet per industry
94 MODULES3D EXPLAINERSSELF-PACED
$49$99.99EARLY-BIRD PRICE, RISES AS THE LIBRARY GROWS
CURRICULUM IN PLANNING

The Long/Short Program

From macro regime to a sized position: the process professional long/short funds use, in three series. Take one, or all three as a bundle.

  • Macro The regime, the cycle, and which sectors win in it
  • Idea Generation Screening, company research, catalysts, longs and shorts
  • Portfolio Management Structuring, sizing, gross and net, beta and risk management
3 SERIESHANDS-ONBUNDLE
Early accessTHE WAITLIST HEARS FIRST
The Industry Expert library

94 industries. Watch them light up.

Each one starts as a free Industry Spotlight on YouTube. The waitlist gets the full module the day it ships.

Out soon (1)In production (6)Planned (87)
01EP 01 · SOON
RestaurantsCONSUMER CYCLICALS
02IN PRODUCTION
Oil and gas: producers, drillers and servicesENERGY
03IN PRODUCTION
RefinersENERGY
04IN PRODUCTION
HomebuildersCONSUMER CYCLICALS
05IN PRODUCTION
Railroads vs truckingINDUSTRIALS
06IN PRODUCTION
Discount retail and warehouse clubsCONSUMER NON-CYCLICALS
07IN PRODUCTION
AirlinesINDUSTRIALS
08PLANNED
Oil majorsENERGY
09PLANNED
Pipelines and LNGENERGY
10PLANNED
UraniumENERGY
11PLANNED
Coal: thermal and metENERGY
12PLANNED
Solar and clean-power equipmentENERGY
13PLANNED
Gold and silver minersBASIC MATERIALS
14PLANNED
Copper and the big diversified minersBASIC MATERIALS
15PLANNED
Steel and aluminumBASIC MATERIALS
16PLANNED
Commodity chemicals and industrial gasesBASIC MATERIALS
17PLANNED
Specialty chemicalsBASIC MATERIALS
18PLANNED
Fertilizers and crop chemicalsBASIC MATERIALS
19PLANNED
Aggregates and cementBASIC MATERIALS
20PLANNED
Packaging: boxes, cans and plasticBASIC MATERIALS
21PLANNED
Lumber and wood productsBASIC MATERIALS
22PLANNED
Apparel retailers and department storesCONSUMER CYCLICALS
23PLANNED
Apparel and footwear brandsCONSUMER CYCLICALS
24PLANNED
AutomakersCONSUMER CYCLICALS
25PLANNED
Auto parts suppliersCONSUMER CYCLICALS
26PLANNED
Car dealers and auto parts retailersCONSUMER CYCLICALS
27PLANNED
Media: streaming, networks and studiosTECHNOLOGY
28PLANNED
Advertising agenciesCONSUMER CYCLICALS
29PLANNED
Casinos and online bettingCONSUMER CYCLICALS
30PLANNED
Hotels and online travelCONSUMER CYCLICALS
31PLANNED
Cruise linesCONSUMER CYCLICALS
32PLANNED
Theme parks, live events, gyms and skiCONSUMER CYCLICALS
33PLANNED
Boats, RVs, toys and outdoor gearCONSUMER CYCLICALS
34PLANNED
Building productsCONSUMER CYCLICALS
35PLANNED
Appliances and home furnishingsCONSUMER CYCLICALS
36PLANNED
Home improvement retailCONSUMER CYCLICALS
37PLANNED
Specialty retail: beauty, pets, sporting goods, electronicsCONSUMER CYCLICALS
38PLANNED
Soft drinks and energy drinksCONSUMER NON-CYCLICALS
39PLANNED
Beer, wine and spiritsCONSUMER NON-CYCLICALS
40PLANNED
Packaged foodCONSUMER NON-CYCLICALS
41PLANNED
Meat packers and grain merchantsCONSUMER NON-CYCLICALS
42PLANNED
Grocers and food distributorsCONSUMER NON-CYCLICALS
43PLANNED
Household and personal careCONSUMER NON-CYCLICALS
44PLANNED
Tobacco and nicotineCONSUMER NON-CYCLICALS
45PLANNED
Pharmacies and drug distributorsHEALTHCARE
46PLANNED
BanksFINANCIALS
47PLANNED
Credit cards and consumer lendersFINANCIALS
48PLANNED
Investment banksFINANCIALS
49PLANNED
Retail brokersFINANCIALS
50PLANNED
Asset managers: index giants and private marketsFINANCIALS
51PLANNED
Exchanges and market infrastructureFINANCIALS
52PLANNED
Property and casualty insuranceFINANCIALS
53PLANNED
Life insurance and annuitiesFINANCIALS
54PLANNED
Insurance brokersFINANCIALS
55PLANNED
Payments: card networks and processorsINDUSTRIALS
56PLANNED
Crypto exchanges and bitcoin minersTECHNOLOGY
57PLANNED
Ratings agencies and financial dataINDUSTRIALS
58PLANNED
Big pharmaHEALTHCARE
59PLANNED
BiotechHEALTHCARE
60PLANNED
Medical devicesHEALTHCARE
61PLANNED
Life science tools and CROsHEALTHCARE
62PLANNED
Managed careHEALTHCARE
63PLANNED
Hospitals and labsHEALTHCARE
64PLANNED
Commercial aerospace: planes, engines and partsINDUSTRIALS
65PLANNED
Defense and spaceINDUSTRIALS
66PLANNED
Parcel and freight forwardingINDUSTRIALS
67PLANNED
Shipping: containers, dry bulk and tankersENERGY
68PLANNED
Waste, uniforms and pest controlINDUSTRIALS
69PLANNED
Heavy machinery and equipment rentalINDUSTRIALS
70PLANNED
Engineering and construction contractorsINDUSTRIALS
71PLANNED
Electrical equipment: the grid and data-centre powerUTILITIES
72PLANNED
Industrial machinery and MRO distributorsINDUSTRIALS
73PLANNED
Payroll processors and staffingINDUSTRIALS
74PLANNED
REITsREAL ESTATE
75PLANNED
Real estate brokers and servicesREAL ESTATE
76PLANNED
AI chips and foundriesTECHNOLOGY
77PLANNED
Memory and storageTECHNOLOGY
78PLANNED
Analog and auto chipsTECHNOLOGY
79PLANNED
Chip equipmentTECHNOLOGY
80PLANNED
SoftwareTECHNOLOGY
81PLANNED
IT services and consultingTECHNOLOGY
82PLANNED
Search and social: digital advertisingTECHNOLOGY
83PLANNED
E-commerce, delivery and ride-hailing marketplacesCONSUMER CYCLICALS
84PLANNED
Servers and PCsTECHNOLOGY
85PLANNED
Smartphones and consumer electronicsTECHNOLOGY
86PLANNED
Networking and opticalTECHNOLOGY
87PLANNED
Connectors, components and contract manufacturersTECHNOLOGY
88PLANNED
Telecom and cableTECHNOLOGY
89PLANNED
Regulated utilities: power, gas and waterUTILITIES
90PLANNED
Power producers: nuclear, gas and the data-centre dealsUTILITIES
91PLANNED
News and publishingCONSUMER CYCLICALS
92PLANNED
Education companiesACADEMIC & EDUCATIONAL SERVICES
93PLANNED
Car rentalINDUSTRIALS
94PLANNED
Personal services: funeral homes, tax prep, home warrantiesCONSUMER NON-CYCLICALS
The early-bird offer

Join while it is being made.

One waitlist for every series. The waitlist hears about each new module and each price step before it happens.

01
Early-bird price$49 today. The price steps up as episodes ship, up to $99.99 when all 94 are out. Buy early and every later industry is included.
$49
02
Early accessEach module the day it ships, weeks before the public launch.
FIRST
03
Free cheat sheet todayRestaurants: the KPIs, what good and bad look like, what to watch next quarter.
FREE
Ready to apply it now?

The Long/Short Terminal

The research terminal behind every lesson, and a community of traders sharing their calls. Start today, learn as the programs ship.

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US stocks covered3,000+
Company KPIs from filingsYES
Macro, screens, options, portfolioONE PLACE
Member communityYES
FAQ

Questions

When do the programs start?

Industry Expert ships module by module, starting with restaurants. The waitlist gets each one first.

Why is it cheaper now?

You buy while it is being made. The price rises step by step as industries ship, and you get every one we add.

Do I pay again for new industries?

No. One payment, every industry, including the ones still in production.

Do I need the terminal?

No. The programs stand on their own. The terminal is where you can apply them on live data.

Do I have to pick a series now?

No. There is one waitlist for everything. After you join you can tick the series you care about most; that only decides which updates reach you first.

Is this investment advice?

No. Everything here is education. You make your own decisions.

Industry Expert: $49 early-bird price, rising as the library growsGet early access