Guys, I have a final round at a long-only shop at the end of this week. They are a relatively concentrated bottom-up, fundamental style investor (20 - 40 positions), manage > $50bn and I have been asked to come in and give an elevator style pitch for a long - no longer than 5 minutes to give it.
I have my stock and my outline sorted. If anyone would be kind enough to critique any points I plan to raise, then it would be much appreciated.
Given this is purely verbal, I do not have a structured thesis typed out however I do have a basic structure on how I prepare to pitch it as well as the salient points.
Will happily PM to anyone who is interested. Many thanks in advance!!
