Should I include IRR in a stock pitch with 12 month investment horizon? Or is that too short?
Is IRR something worth including in a stock pitch if the investment horizon is only 12 months? I'm not sure because I usually like to include it but that feels like a really short time for an IRR.
Based on the most helpful WSO content, it's not typically necessary to include IRR in a stock pitch, especially for a short-term investment horizon like 12 months. The key elements to include in a stock pitch usually are:
1) A brief summary of the company 2) Recent performance overview 3) Your investment thesis, laid out in concise bullet points 4) The market view and how your perspective differs 5) The reason for investing now 6) Valuation and target price 7) Potential catalysts in the next 6/12/18 months
Including IRR might be more relevant for longer-term investments or in private equity scenarios. For a stock pitch, focus on presenting a compelling investment thesis and supporting it with solid research and analysis. Remember, the goal is to convince others of the potential upside of the investment.
Sources: How long does it take to formulate a investment idea / stock pitch, https://www.wallstreetoasis.com/forum/hedge-fund/hf-analyst-pitch-examples?customgpt=1, Stock Pitch Sample Template - Proven Examples to Help Ace Your Interview
IRR will always be a welcomed fundamental in my book
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