MM HF Case Study (4 hour)
Has anyone done the in person case study at a MM before? What is the focus here?
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Receive 10k, IP, earnings transcripts and equity research
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Model out quarterly for the next 2-3 years
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DCF to upside, base and downside case
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Quick 2 page memo detailing valuation and thesis, equity research style
Anyone have sample case studies they did they can share?
focus on good P&L build and the write up.
yes, if you want to reach out I can be helpful here.
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