Comments (17)

Dec 6, 2012

Something that is simple enough for you to understand, but small enough that the person you're pitching to probably doesn't know much about it. In my experience, you want to avoid pitching something like AAPL, because the person on the other side of the table likely knows much much more about it than you do, and can ask some difficult questions that you won't have a chance at answering.

For an example, this morning there was a WSJ article about money managers window dressing their returns by aggressively bidding stock prices up on microcaps on the last day of the quarter. In the article they mentioned IRIDEX Corp (IRIX). It's a microcap stock that makes lasers used in lasik surgery, to correct poor vision. Very tiny company with a market cap of only $35mm, but they have $10mm of cash on their balance sheet. I didn't look into it too deeply, but it could be a promising stock to pitch.

Dec 6, 2012

Qualcomm

Dec 6, 2012

Go to finviz.com, go to technology under the stock screener and find one. Theres 600+ in US tech and it has lots of details you can analyze to determine if it would make a good pitch

As long as you establish a good reason for pitching it you should be fine.

Dec 6, 2012

Not sure if you've heard of it, but there's a company in Cupertino called Apple. I hear they're doing some cool stuff. I'll bet you could wow an interviewer if you came up with some research on those guys. It's important to think outside the box on these things.

Dec 6, 2012

Absolutely find a stock they've never heard of so that they can't ask you difficult questions.

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Dec 6, 2012

Symantec

Dec 6, 2012

Qualcomm

Dec 6, 2012

If you're having trouble thinking of which stock to pitch, maybe you should explore opportunities in other areas.

Dec 6, 2012

Above companies are all boring. Take a look at Stratasys (SYSS) or 3D Systems (DDD).

Dec 6, 2012

Stratasys is SSYS btw. I think it also comes down to the shop you are interviewing at. Sure some of the above are boring, but if you pitch SSYS at a Value shop you will get laughed out of the room. What type of investment firm woudl this be for?

Dec 7, 2012

Cymer or ASML

Dec 7, 2012

I would also have a short ready go with Citrix systems

Dec 8, 2012

What is your CTXS short thesis?

Dec 7, 2012

57.5% of Citrix revenue is derived from desktop solutions division. PC sales are down 2% this year while tablets are up 65%. Desktop solutions division licenses decreased Q3. Citrix partnered with Microsoft to allow products function on Windows 8 OS, while Microsoft revenue drop 9% from the division that contains windows which included presale revenue of Windows 8. Citrix provided guidance for FY 13 revenue growth at 14%. Citrix revenue for FY 11 was 2206 YTD for FY'12 is only 1845. Still awaiting Q4 results. I have more but I am leaving it out. Citrix has been down 17% since my short.

Dec 11, 2012

seen a few mention on qaulcomm. can someone offer their own take on the company?

Dec 12, 2012

I've been talking about E2Open and getting good responses. No one cares what company you pick as long as you know it, your reasoning is sound, and your thought process is well-structured/developed.

Dec 22, 2012
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