For those of you who purchased Secret Sauce, what do you think are the most important materials that have been omitted? =)
Industry analysis section from Equity has some significant omission. Same to emerging market section. I made separate notes for these two section and attached them to my Secret Source.
I definitely think a few sections are light, but didn’t you expect that? I bought the book hoping for a few hours read that gives a decent summary of the material. Basically, to keep the material all fresh. Seems to do that…
It would nice to have some more graphs like those Price/yield for IO&PO in FI and SSR+SSE=SST in Quant. Overall, it’s pretty good.
graphs take up space