Stock write up for ER final round interview !

How do you structure a stock idea write up if it needs to be only 1 page?
The stock write up must include:
brief investment thesis
risks
valuation of the stock idea

Please share some tips if you know how to do it. I would really appreciate it

2 Comments
 
Best Response

For a BB ER , it may be a combination of technical and fit, largely depending on who you interview with. I went through five interviews with the entire ladder and got a mix all the way through. Meeting with the Associates tends to be technical and cookie cutter interviews, the Analyst, more fit and 'how do you think/problem solve' questions.
Although, with direct experience, one of the guys laughed and said, well all my normal questions will be too easy, so give me a minute to come up with something to try and stump you. Even got the old 3:15 on a watch question too.

I would approach it by getting as much of the analysts research as I can, and then trying to emulate their style, up to and including phrasing and terminology. In that, if they talk about the Bull and Bear case for a stock, you talk about the bull and bear case, if they phrase something a certain way, now you do too. Small detail, use their formatting for Q1/12 or 1Q/12 or Q1/2012, little shit like that helps, makes you seem more like them, and folks typically like people like themselves.

For these purposes I'd include: -Two sentences on what the company is (depending of course on what company, shorter or longer).
-Your thesis is why the company is a good investment, maybe it's got under represented growth potential, great dividend stream, overly discounted cash flow etc. One of my favorites is the over sold stock, 'our investment thesis on XXX-O is that while the company remains intrinsicly valued at XXx/share based on (insert valuation methodolgy) the stock has decreased in price by XXX%, creating a low risk buying opportunity, with an estimated XX% projected return on investment. -I'd put the valuation methodology before risks -I like key catalysts, what's going to happen to make the stock move, and when, investors care about when, because if this stock won't move for nine months, maybe we don't buy it for eight, and go for some other trades in the meantime. -Risks: lots of guys cookie cutter this shit, even in industry, might be appropriate, might be worth explaining the downside of the catalysts here. for bonus points, and it might not work for your stock, but if you're doing a sum of the parts style valuation, you could put a price tag/share in each risk (for that matter, catalysts too).

IMPORTANT: You have one page, brevity is key, don't flood the page with facts, make points. Infact,make 3-5 points, that's all anyone can remember anyway.

 

Ad aut iure quod aut. Non aut in sunt dolores ipsam enim doloremque molestiae. Ut omnis reiciendis quae eveniet quos corrupti.

Iste itaque et sint sit aliquam pariatur deserunt at. Tenetur ipsam sunt maxime sequi quos perspiciatis ducimus.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (65) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”