Good Stock Pitch Templates?

Hi I’m currently interviewing for a role in Equity Research. I have a case study round coming up where I’ll need to create a stock pitch.

I’m wondering if there are any links to good stock pitch templates either on here or online. Or if anyone has any that have worked well, would you mind sharing?

Thank you

7 Comments
 

Absolutely, I can help with that! Wall Street Oasis (WSO) offers a Stock Pitch Template that could be very useful for your case study round. This template is designed to help you ace your interview by providing proven examples.

In addition, WSO also offers a variety of courses and resources that could be beneficial for your preparation. For instance, the WSO Elite Modeling Package includes 6 courses to Modeling Mastery. There are also specific Interview Prep Courses like the IB Interview Course and the Private Equity Interview Course.

Remember, a good stock pitch is concise, well-researched, and clearly presents your investment thesis. It's not just about the template, but also about the content you put into it. Good luck with your interview!

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Wow these are great, thanks for link, never came across any of these before.

Which ones are your favorites?

 

On this list, Elliott just cuz they're Elliott. But activist pitches are usually very 'marketing material' like.

My favourite are Hindenburg reports atm

 

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