Master Stock Pitching from Elite Investors

Learn why interviewers ask for a stock pitch and what they’re evaluating, including your analytical skills, communication, and ability to handle pushback. This module covers best practices and Do’s and Don’ts, such as picking a relevant stock, keeping it concise, and avoiding overly popular names. You'll also learn how to structure your pitch, research effectively, and think on your feet when challenged.

This module covers the key aspects of tailoring your pitch, whether for investment banking groups (TMT, Healthcare, M&A, etc.), hedge funds (Long/Short, Value, Merger Arb, etc.), or other financial institutions. You'll also learn how to research a firm's investment style using SEC filings like 13F disclosures and the Investment Adviser Public Disclosure database. By the end of this module, you'll be able to align your pitch with your audience's investment philosophy and avoid common pitfalls

Learn how to build a universe of potential stock investments based on strategy, sector focus, and growth or value orientation. This module covers different stock types—growth, value, defensive, and cyclical—while highlighting key screening criteria such as trading volume, analyst coverage, and financial metrics. You'll also explore various sourcing methods, from equity screeners and professional networks to financial news and market insights.

This module covers how to quickly and effectively analyze a company’s business model, revenue and cost drivers, and competitive positioning. You’ll learn to identify key industry players, assess market dynamics, and determine structural advantages. The focus is on concise analysis using primary research sources like 10-K filings, earnings calls, and industry reports to develop a strong foundational understanding of a company.

Learn how to develop a strong investment thesis by analyzing macroeconomic trends, industry dynamics, and company-specific factors. Understand the importance of catalysts, valuation mispricings, and competitive advantages when pitching stocks. This module includes best practices for selecting cyclical, defensive, growth, and value stocks, along with a detailed stock pitch framework and real-world thesis examples.

This module covers key valuation approaches, including multiples-based methods (P/E, EV/EBITDA, P/BV, etc.), fair value estimates (DCF, DDM), and yield-based valuation metrics. You'll learn how various factors—such as multiple expansion, earnings growth, deleveraging, and macro tailwinds—affect stock price targets. We analyze real-world cases, to demonstrate valuation methodologies and investment thesis development.

In this module, we introduce the framework and introducing to a number of key useful tools for analyzing stocks from a practitioner's perspective. We'll also explore real-life examples in each upcoming module through case studies.

In this module, we dive into Cash Flow and Income Stocks, which are considered a foundational aspect of stock investing.

In this module, discover the exciting realm of growth stocks. Learn how to analyze these high-risk, high-reward investments, often earning the spotlight as market 'darlings.

In this module, we look into technology stocks, where innovation meets risk. Discover the winners destined to be the next growth stars.

In this module we explore the concept of operating leverage and its impact on stocks. Operating Leverage, a key metric, quantifies the extent to which fluctuations in revenue directly influence operating profits.

In this module, we are going to explore a case study on East West Bank. Additionally, we are also going to look at the very unique aspects of analyzing bank stocks.

In this module, we introduce you to the dynamic world of hedge funds. We take you through their inner workings and introduce you to concepts such as stock pitches, investment processes, investigating investment ideas and various strategies.

Throughout this module, we'll show you how hedge fund recruiting works and guide you through the application process. You'll learn how to pitch your investment idea during interviews and conduct thorough research and due diligence on them.

In this module, we'll cover interview questions specific to hedge funds. Additionally, we'll challenge your problem-solving skills with engaging brainteasers. By the end of this lesson, you'll be fully prepared to stand out in the interview process.

This module focuses on key topics such as the classical hedge fund structure, hedge fund return objective, and common terms of investments in hedge funds. You'll also explore the differences between hedge funds and "traditional" asset management.

In this module, we will explore the various types of hedge funds and their strategies. By gaining a comprehensive understanding of these strategies, you will be better equipped to prepare effective pitches and ask relevant questions during interviews.

In this module, we'll explore various roles within a hedge fund and their corresponding compensations. Additionally, we show you what a typical day in the life of hedge fund professionals looks like.

In this module, we present 10+ Hours of Additional Hedge Fund Cases; you'll discover exactly how to walk through your own deals with confidence... and be ready for on-the-spot cases to prove you're cut out for hedge funds...