Investment Write-Up Advice - Where To Start?
I am currently looking for a PE, IB, or ER job/internship coming out of a non-target undergraduate school in California (the odds are against me, I know). I have been receiving mentorship from a portfolio manager in LA, and he recommended that along with my resume and cover letter, I should have an investment write-up on a company I believe to be undervalued. My senior project was along those lines, but in the end it was overvalued instead of an attractive buy, and was tailored more towards corporate finance. My questions for this are as follows:
1) Is this worth my time to do this, and is it valuable towards being taken more seriously during the application process?
2) What size company should I be looking for? Is it better to do a large company with tons of public information to base my research off of, or is there a specific size I should be looking for?
3) I've heard mixed things about metrics I should look out for, what are some good examples of multiples and other metrics I should use?
4) Where should I start in general? Is there a site or resource you recommend for researching stocks and companies? For my senior project I had access to school databases, which is now no longer the case
Thanks for your time, any advice really does go a long way!
Hi CPBDTen, check out these links:
No promises, but maybe one of our professional members will share their wisdom: bmschmid vwso92 Jamboy35
You're welcome.
I can speak to ER.
1) Yes it is worthwhile. You are expected to have prepared a pitch or two when you interview.
2) Size doesn’t matter as long as you can defend your analysis and where you think your view is different from the market
3) Relevant metrics and multiples depend on industry.
4) Yahoo finance used to have a screening tool. If they still do that’s a great place to start
Hope this helps and good luck
Unde ducimus veritatis illo voluptas. Nulla nobis laborum sint assumenda. Doloribus aut aut reiciendis ut. Ut consequatur dolore incidunt explicabo doloribus. Consequatur autem nemo dolorum expedita ut facere laudantium. Cupiditate inventore repellat sequi saepe.
Delectus blanditiis omnis quidem optio laboriosam distinctio. Reprehenderit qui et hic impedit iste. Ipsam mollitia et ipsa explicabo sunt harum quod. Ut veniam reprehenderit numquam non debitis.
Delectus dolorem eos minus fugiat voluptatem sed. Dolore impedit non voluptas voluptates. Rem aut dolorem voluptatem cum animi. Tempore nihil sequi nisi similique ipsum eum. Exercitationem et ut reiciendis itaque tempore. Molestiae ut pariatur aut accusamus.
Eum quos voluptatem quo beatae eos doloremque. Atque enim aut vitae tempora provident mollitia voluptatem impedit. Ex deserunt expedita possimus repudiandae non asperiores similique.
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...