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Career Resources
Based on the most helpful WSO content, here are detailed answers to your questions regarding preparing a case study on an equity:
Write-Up Structure
Significant Components in Evaluating Equity
Best Sources for Research
Order of Analysis
Inclusion of Macroeconomy
Valuation Methodologies
Incorporating Recent Developments
Net Asset Value (NAV) for Holding Companies
Important Aspects of a Write-Up
These guidelines should help you structure your case study effectively and provide a comprehensive evaluation of the equity. Good luck with your interview preparation!
Sources: What are the most important aspects of an offering memorandum/offering memorandum?, Equity Research writing test+modeling test next Tuesday, seeking for advice, https://www.wallstreetoasis.com/forum/private-equity/thinking-like-an-investor-the-key-financial-metrics?customgpt=1
Not to be super annoying, but these are questions you probably should have asked yourself before pursuing a career/interview pitching stocks, no? It definitely makes sense to need feedback on things, and I have pursued a ton of feedback/help here as well, but you basically asked how to do everything.
Did you pitch a stock in the interview? How have your other pitches worked?
These aren't specific sections or slides or anything, but a very generalized flow:
1) introduction of idea + the business + upside/downside; it should be immediately understandable up front what the thesis is. If you can't distill what you are pitching into 1-2 sentences, keep at it. Overview of everything to come basically
2) Overview of what the business does and the industry they operate in (trends, structures, growth, market share, narratives, etc.)
3) Key thesis points (1-3 key elements to the story)
4) Key risks, and potential mitigants
5) Valuation and risk/reward. Addl. recap of variance to street estimates + quantifying it all
General tips: Your job isn't to explain every detail about a company. Its not a descriptive exercise. Everything should tie back to why the opportunity exists and the key elements that drive the story. Weaving numbers behind narrative to illustrate why you can make money. Isolate key drivers, highlight the levers that get you paid + catalyst path, why the misperception may exist, and why the risk/reward is advantaged.
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