FundamentEdge / Brett Caughran

Identity

• X: @FundamentEdge
• Substack: none in vault
• Real name: Brett Caughran
• Tier: ★ free (X-only)

Coverage

Pro analyst trainer. Methodology-heavy content on revenue primacy, 2nd derivative thinking, comp-sheet construction, hidden factors, three-layer due diligence.

Notable content

• 2026-04-19: 742 tweets (Jan 2023 → Apr 2026) scraped, top 18 threads expanded to full text. Methodology digest at fundamentedge-method.
• "10 moves worth stealing from a pro analyst trainer" — TECC, comp-sheet, 2nd derivative, etc.
• Hard rules absorbed into /checklist (section 2b "FundamentEdge Hard Rules": revenue primacy, 2nd derivative, valuation-is-not-thesis, quality-as-risk, revision direction).

Cross-references

• fundamentedge-method — methodology digest
• Skills informed: /checklist, /deep-dive, /dcf, /compare, /mgmt-dd