Urgent/Need Help - Hedge Fund Case Study on HC/Medical Device Company/ HF is long/value oriented

how woud i approach this case study(see prompt below)? 

How long should the memo be? annual or quarterly builds? any good sample investment memos? 

What should I request from the interviewer (gave me a 2 page facset summary on each company but nothing else)?

the company mentioned to use individual sources, work and life experiences, and, my internal judgement and focus on end market incentives and drivers. they also mentioned being thoughtful in analysis and not presenting information for the sake of doing so. How would you think about modeling and valuation in this sense? 

5 Comments
 

Idk bro if you feel the need to post something like this on WSO with excruciating detail, so as to seek answers in equal amounts of detail from others, I don’t think you will succeed at an HF. Buckle up, do your own research, and get to work. If the prompt is as broad and general as you say, then what they are testing is your ability to operate with unknowns. There isn’t an answer sheet available from anyone here

 
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