MM HF Case Study (4 hour)
Has anyone done the in person case study at a MM before? What is the focus here?
- Receive 10k, IP, earnings transcripts and equity research
- Model out quarterly for the next 2-3 years
- DCF to upside, base and downside case
- Quick 2 page memo detailing valuation and thesis, equity research style
Anyone have sample case studies they did they can share?
focus on good P&L build and the write up.
yes, if you want to reach out I can be helpful here.
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