Including Stock Thesis in Email
During a networking call I had today - I was told by the analyst that I spoke with that he almost decided not to respond to me because I didn't include a short paragraph/thesis for a stock I was following
I have a concrete (as much as a stock pitch used in an interview can be) pitch that I'm very confident in with catalysts etc. I'd definitely like to put that in an email style format, but I'm not entirely sure how to word it so it flows smoothly.
Something to the extent of... I saw that you cover consumer staples, and I have a specific interest in this sector yada yada yada "One stock I've been researching in this sector is x and I would love to hear your thoughts on my thought process"?
I honestly have no idea so would love some input here. Is this something that would truly work to my benefit? Or would including some sort of 1 pager or short research document be more advantageous? TIA
Including a concise stock thesis in your email can absolutely work to your benefit, especially if it’s well-researched and tailored to the recipient’s area of expertise. Based on the most helpful WSO content, here’s how you can structure your email to flow smoothly and make a strong impression:
Subject Line: Interest in Consumer Staples + Stock Thesis
Body:
Dear [Recipient's Name],
I hope this email finds you well. My name is [Your Name], and I’m currently [Your Year in School/Position] studying [Your Major/Field] at [Your University/Company]. I recently came across your profile and saw that you cover consumer staples, a sector I’ve been deeply interested in exploring further.
One stock I’ve been researching in this space is [Stock Name]. My thesis revolves around [briefly state your investment thesis in 1-2 sentences, e.g., “its strong positioning in the organic food market, coupled with upcoming product launches, positions it for significant growth over the next 12 months”]. I’d love to hear your thoughts on my perspective and any insights you might have on the sector.
If you’re open to it, I’d greatly appreciate the opportunity to discuss this further over a quick call or email exchange. I’ve also attached a one-pager summarizing my research for your reference.
Thank you for your time, and I look forward to hearing from you.
Best regards,
[Your Name]
[Your Contact Information]
Key Tips:
This approach demonstrates initiative, preparation, and respect for their time, which can significantly increase your chances of a positive response.
Sources: Hedge Fund Careers: Getting a Hedge Fund Job Out of Undergrad and Beyond, Hedge Fund Careers: Getting a Hedge Fund Job Out of Undergrad and Beyond, Network (In)to The Sell-side - How to Source Job Leads and Charm the Interviewer, Stock Pitch Sample Template - Proven Examples to Help Ace Your Interview
Analyst sounds like a weird hardo to me
All things considered he was very friendly and probably one of the most helpful calls I've had to date
Thank you for the input here - I suppose it can't hurt - regardless do you think a 1 pager would be better, or if I decide to go with a few sentences would that be the best look?
Thankfully I'm confident in my thesis on one particular stock so I think I can position it well within a few sentences
Sentences are a must. 1 pager is take it or leave it imo because realistically I'm not gonna read it
I'd say it helps, because it shows interest, but not necessarily. It's more helpful if you are reaching out to people you don't have a connection with.. Random students email me and send me a pitch, I might be inclined to just take a look or follow up. If someone's from my school, that might be enough, but adding a quick pitch could be a differentiator.
Point taken thank you - thankfully my school has a good alumni network but to expand my search here I’m definitely gonna have to do as much as I can
Would never say that bc it’s a weird thing to say — but I get at least 2-3 requests for coffee chats a week.
I only respond to the ones that email me some kind of work they have done on their own time (bar is much higher if it’s for a class) to demonstrate interest in the industry.
If it’s something you took initiative on, and it shows (1) a base level of intelligence, (2) time spent was more than an hour — you get a response from me.
I recommend doing that and attaching your resume for the highest conversion rate
Is it better to lead with a stock pitch or a resume?
I would think resume bc without that you’re probably not getting much traction - it’s a crucial part of the email
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