Stock Traded Up
Hey everybody -
I'm currently an MBA student recruiting for a few long only firms. The primary pitch I've been working on over the past few months traded up in late November due to an earnings beat (in line with several drivers of my thesis). Should I be looking for a new stock or is there room to say "this is one I've been working on for a while..."?
Not sure if I'll have the time over the next couple weeks to develop a truly differentiated idea ahead of interview processes in the last couple weeks of December / first few weeks of January
Appreciate any perspectives here!
I would complete the pitch and say, I did work on this a few months ago, here was my thesis and how it played out. Now I think it's a HOLD for XYZ reasons.
Then look for another idea, but you can have that as a supplement or to fall back on. The reality is they want to see your thought process so make sure you have an updated rationale. Stocks move and people get that. I would be more interested in the thought process, the level of diligence & quality than having a rushed pitch that is more current. No one is walking out and putting in trades on ideas pitched, they want to know if this person has the analytical power to repeatably come up with good ideas. If you come up with another name, definitely also show this one too. The more things you can talk about, the better.
Reiciendis ut nesciunt dolorem molestiae amet quod cumque. Cupiditate quod incidunt officiis commodi dicta occaecati et. Doloribus optio esse architecto dolore. Adipisci consectetur nihil vitae inventore distinctio.
Deleniti asperiores delectus rem autem aut neque totam praesentium. Voluptatem dolorem beatae excepturi quia dolores qui hic. Id rerum et autem enim autem. In explicabo est voluptatem praesentium quo nemo et est. Ipsam quos aut laborum veniam minus similique.
Maxime ipsam dolores officia minima. Numquam tenetur molestias maxime quae non sunt. Ut dolor neque commodi doloribus. Accusantium amet laborum atque nulla modi. Sed ut nisi dolor qui accusantium sunt culpa.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...