Stock Pitch

If somebody asks them to send over a stock pitch. Should you send a deck or a word doc?

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“Michael gave me very practical, specific advice for breaking into equity research as a freshman. I came in with mixed results from past alumni and industry chats, and he showed me how to make them more useful. He advised tailoring the length and questions of each chat to the contact: start with a brief intro, then pivot to targeted questions tied to their role. For shorter calls, he suggested pinpoint questions that draw out actionable advice. When a contact works in a different area, he told me to phrase my interest broadly and then ask for insight into their team or function, so my goals line up with their work. He also changed how I prepare. He told me to read the analyst’s published reports or their firm’s research before the call and to bring one or two stock or sector ideas and ask for their take, which shows I’ve done my homework. He suggested using school resources like terminals and the finance club to gather sources and data. On building my resume, he recommended continuing to publish on a Substack or website, pursuing WSO or part-time research projects, and applying to the WSO equity research internship or similar programs, then adding the published pieces to my resume and portfolio. He also told me to join my school finance club and get Bloomberg access. Finally, he coached me to ask for introductions during the call when it comes up, to repeat the request in the thank-you email, and to explicitly ask who they’d recommend and offer to follow up. I left with clear action items I can start on right away.”

Class of '25 Nov 2026 Cohort

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“Chris was very easy to talk to and made the session feel relaxed and genuinely useful. He gave me clear, actionable tasks that I can go away and work on straight away to expand my network. I hope to reconvene with him at a later date to discuss the progress I have made and get his feedback on the work I have been doing.”

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3 Comments

WSO Monkey Bot

O

2y

Based on the most helpful WSO content, if someone asks you to send over a stock pitch, you should generally prepare a written pitch. The typical format for these pitches is a one to two-page document, although it can be longer if necessary. Here are some key points to consider:

Format: A written document (Word doc) is usually preferred.
Length: Typically one to two pages, but can be longer if needed.
Content: Ensure it includes a brief explanation of the business, competitors, major industry metrics, your general recommendation (short or long), the time frame, why the stock is attractive now, and any relevant commentary or catalysts.

This approach is effective for hedge fund analyst job postings and similar opportunities.

Sources: Stock Pitch Sample Template - Proven Examples to Help Ace Your Interview, Want to build a startup & raise some money? Part II, Stock Pitch Sample Template - Proven Examples to Help Ace Your Interview, How long does it take to formulate a investment idea / stock pitch, Are Bank Pitchbooks Too Boring ??? Would Trendy 'Start-Up' Style Decks Work In This Industry ?

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

MBApe

O

2y

No hard and fast rule but I'd send a one pager and then have a PPT ready and offer to walk them through a longer pitch online if they're interested in learning more

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