“The only alpha is the stuff that's in people's heads.” — Sagar Kadakia What happens when AI can conduct 50 expert interviews in a week? @FundamentEdge Brett Caughran and @khemaridh sit down with @S_Kadakia , founder of Qualitate, to discuss how AI is changing primary research and what this means for investors. We discuss: - The future of expert networks - Scaling expert interviews with AI - Automating channel checks and primary research - Research quality, compliance, and human judgment - Whether AI will commoditize investment alpha - Where investors will find their next competitive edge As Sagar puts it, “It's ultimately what they do with that information.” Watch the full episode here:

Head Modeling Instructor — Fundamental Edge Fundamental Edge is seeking an experienced buyside investor and educator to help build and lead Modeling Academy, a practical financial modeling program for early-career equity analysts and professionals transitioning from MBA programs, sell-side research, and investment banking. The program will teach analysts to build, update, and use institutional-grade financial models quickly and effectively. Students will learn the underlying modeling logic, develop sound forecasting judgment, and build repeatable workflows they can apply across sectors. Instruction will combine hands-on model building, real company case studies, and practical applications of AI modeling tools. The role You will help shape the curriculum and serve as a lead instructor, with responsibilities including: - Developing and recording lessons, model demonstrations, and practical exercises. - Teaching core modeling principles, sector-specific considerations, and the connection between operating assumptions, financial forecasts, and investment decisions. - Integrating AI tools into modeling workflows while teaching students to evaluate and validate the output. - Helping source, interview, and prepare guest speakers. - Hosting monthly office hours to answer questions and work through modeling challenges. - Collaborating with the Fundamental Edge team on program production and selected marketing activities. Required experience - Institutional experience building and updating public-equity financial models at a fundamental buyside investment firm. - Experience teaching, training, or coaching students or investment professionals. - Practical experience applying AI tools to financial modeling. - The ability to explain complex concepts clearly and translate investing experience into structured, actionable instruction. - Capacity to develop and record a rigorous curriculum on a defined production schedule. Preferred experience - Modeling public equities across multiple sectors and business models. - Creating courses, internal training programs, or other educational materials. - Helping analysts transition from academic, sell-side, or investment banking models to models designed for buyside investment decisions. - Flexible on location Compensation and structure This is a contract role with revenue-share compensation. - Revenue share from all open-enrollment participants in Modeling Academy. - Potential for additional earnings through custom enterprise training engagements. Timeline Fundamental Edge is targeting a Q4 2026 launch. DM us with your interest and we will provide next steps.

LIVE WEBINAR — BUILDING A CREDIT AI WORKFLOW Thursday, September 24th, 6 PM ET Every FE program is built on two distinct but related sets of workflows: the traditional workflows that form a foundational basis for investing, and AI augmented workflows that use agents to improve and enhance existing processes. Credit Academy is no different. Alex Goston, Head Credit Instructor, is drawing from his years of sitting in the seat learning how a credit investor actually thinks and works, to build a masterclass for credit investors. On Thursday, he and Brett take a piece of the Credit Academy curriculum and show you how a manual credit workflow can be rebuilt as an AI-augmented one using custom skills files. This session teaches one practical workflow, start to finish, live. Our view on AI hasn't changed. It can do real work in your day-to-day but it can be useless and counter-productive if you don't already know what good looks like. A skills file is only as good as the process you build underneath it, which is why the fundamentals come first and the workflow comes second. Join us live Thursday for a real look at how we take a manual credit workflow and rebuild it as an AI-augmented one, start to finish. Click the link in the comments to register

Students should not have to wait until their first investing job to learn how professional investors actually research, model, and pitch an idea. The Fundamental Edge Investment Club program brings a structured buyside curriculum directly to university investment clubs at no cost. Through a combination of self-paced coursework, weekly office hours and content sessions, templates, example stock pitches, and guest speakers, students gain practical experience in: • Idea generation • Deep-dive research • Financial modeling • Thesis development • Stock pitching Join Andrew Carr on August 28 at 12:00 PM ET for a live info session covering how the semester works, what students will learn, and how your investment club can apply. If you lead, advise, or belong to a university investment club, we would love to have you join us. Register using the link in the comment.