Curriculum
Built from Northstar, weighted by where the cohort is weakest
Edge boundariesWeek 1–2
Where we have an advantage and where we don't
100% complete
Assigned · 11/11
s4s14s16
Concentration riskWeek 3–4
When it's structurable and when it's fatal
Requires: Edge boundaries
100% complete
Assigned · 9/11
s1s7s18
Pacing disciplineWeek 5–6
Why vintage spread beats sizing
Requires: Concentration risk
62% complete
Assigned · 8/11
s2s8s13
Anti-portfolio re-entryWeek 7–8
A prior pass is a stale opinion
Requires: Concentration risk
34% complete
Assigned · 5/11
s3s11
Fee and structureWeek 9–10
Net cost, capacity, vehicle choice
Requires: Edge boundaries
18% complete
Assigned · 3/11
s5s9s12
Arguing dissentWeek 11–12
Making the firm's counter-case out loud
Requires: Pacing discipline, Anti-portfolio re-entry
0% complete
Assigned · 1/11
s10s15s17
Republishing the thesis in Northstar regenerates this curriculum without resetting streaks.