Get feedback on your stock ideas
I'm on a mini-vacation and am bored. PM me your stock ideas and I'll give you feedback. Can do macro, long, or short. Feedback will be private (please don't share publicly) and will be similar to what I give my analysts.
No length requirement but do explain your thought process.
The general structure is to write a summary, provide some supporting evidence (bullet points), a discussion about why you could be wrong, why you are right, and ended with a review of your assumptions.
If you need help generating ideas, follow these formats:
GDP outlook -> sector -> industry -> winner / loser
Distressed sector -> market share winner / loser
Growth sector -> winner / loser
Ideas for potential catalysts: improving industry dynamics (input cost pressure abating, new technology increasing output/reducing costs), macro (pessimism, optimism), company specific (accelerating product/service adoption, spin out/carve out, viral marketing campaign, factory or production site shutdown, etc.).