Hi Folks,
I need to prepare myself for buyside interviews and wanted to check if anyone could refer some good source for preparing investment memos.
Any additional checklist for interview preparation will be most welcomed.
Thanks
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You can use the following outline: 1. Executive summary (company snapshot, investment thesis, key upsides & risks, recommendation) 2. Company overview (description, product portfolio, growth drivers, high level financials, etc.) 3. Market overview (historical & future trends, competitive landscape, growth drivers, new entrants, etc.) 4. Operations / supply chain overview 5. Benchmarking analysis (growth profile & margins vs. peers, comps, etc.) 6. Financial & returns analysis (usually the outputs from your operating model) 7. Key risks & mitigating factors 8. Investment recommendation
Obviously, there are many ways to present an investment memo, but this structure is relatively simple and can be applied to any company in any sector.
Hope it helps! Camondo
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