Pitch me a stock structure
Hi, I’ve come across a lot of posts and websites covering the ideal structure for a stock pitch case study however I haven’t come across one that offers a good structure on how to do a shorter stock pitches over the phone given all first rounds are now done over video or telephone, if your pitch lasts more than 5 minutes it’ll most likely put the interviewer to sleep.
What would you say is the ideal stock pitch structure with say a time given of 2-5 minutes.
I was thinking to do it in the following order:
- Long / short recommendation and what the valuation suggests (over / undervalued) - 1 minute
- company overview - 1 minute
- why I think it’s a long / short investment - 2 minutes
- risks - 1 minute
Thank you
Took these notes from a kid who interned his soph & junior year in S&T at a top BB. He's been there FT for a few years now.
I couldn't get the formatting to work so just posted a screenshot... lol. Obviously you should be able to dive into any one of those points and talk intelligently about it. IMO you shouldn't be talking for more than 2 mins max.
Good luck and I'm sure some more experienced users who have been on the other side of the table and comment on this.
Edit: I also had the opportunity to "pitch the news on a company" to traders when I was an intern. If you know any traders, in general they want the short and punchy. Numbers, why does this matter, what was the development, etc. Often they'd cut me off to ask deeper questions about something I said. Doubt this would happen in an interview but you get the idea.
These are all fine. However the important thing to note that kids screw up the most is that you need to tailor the pitch to the type of fund you're interviewing at. Your pitch for Citadel GE should not be the sameas your pitch for Baupost. Even though they're both L/S Equity, they have very different mandates and investment horizons. Even if your pitch is excellent in terms of quality of thought and actionability, you'll be auto-dinged if you're pitching a buy and hold for 3+ years value play to Citadel (just an illustrative example) because it will seem as if you don't understand how the fund operates.
Spot on. You'd definitely look like a fool pitching a 3 year play during a Citadel interview. Know the field you're playing in.
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