How would you learn to pitch stocks if you had to do it all over again?
Pretty simple based on the title. I've been told that if I want to get into the public markets on the buyside, I have to learn how to pitch stocks. How would you do it if you had to start over?
Youtube tutorials, historical analysis, reading research / sales reports that have been published to the public? Anything
Thanks ! Really appreciate any feedback at all.
Read through WSO threads (there's a popular one specifically on developing ideas), pick random stocks and model them out, try to model revenues and EBIT using revenue builds, track the narratives each quarter and see what changes and how the stock reacts.
Also, work on the structure. I've been fortunate enough to do a few internships in the space where the prime outcome was learning how to communicate your pitch effectively and in 3 minutes max.
Generally follows something like: Trade idea, one liner on the company/market cap, why the opportunity exists/what the key debates are, thesis, valuation/catalyst.
Less is more, be very upfront with the thesis, i.e conclusion first, "why the opportunity exists/key debate". Pitch should convey a story, but shouldn't be fluffy. You want to keep the details on the industry/business for the Q&A.
I've read several WSO threads on stock pitching technique so I'm not sure which you are referring to (rather, the comments are better than the main post so most likely I'm not reading the "popular" one you're highlighting)
Would it be possible for you to link it by any chance?
https://www.wallstreetoasis.com/forum/hedge-fund/the-investment-process-how-to-find-and-develop-good-ideas-discretionary-ls-equity
this glosses over some stuff but is a good framework iirc
framing your pitch well isn't a substitute for good business and theory knowledge/understanding, cause-effect, and theory though
your pitch probably won't be framed around balance sheet capacity or gearing, but its important to understand how that influences the business profile in different scenarios
with the exception of a handful of topics, most of the business theory I've used have come from high school business courses and a handful of electives in college, knowing the basics well is crucial imo
bosh, never seen this one before - tysm!
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