Writing a Stock Investment Report
I have an upcoming interview and they mentioned a writing assessment. I am suppose to write an investment report on a stock with an elementary model.
Is this a good breakdown:
Decision: Buy/Sell/Hold
Current Price
Your price target
A chart showing the past 12-24 months
EPS data for the past 2-3 years (on a quarterly basis), including the next 2-6 quarters
A brief rundown of recent data points/summary (it could be comments on earnings, management guidance, thoughts on a new product launch and its effects, etc.)
The second-third page will generally have:
Thesis (why are you buying or selling this?)
Catalysts (what will cause the stock to pop?)
Risks (what could you be wrong about - super important)
Valuation (how'd you value this thing? P/E multiple, EV/EBITDA, DCF, some blend of these?)
Maybe a chart showing upside/downside potential in price target.
I also found this: https://app.box.com/shared/p1n6t7vggi which basically follows the same format but goes way more in depth and is about 10 pages long.
1. How long should this report be?
2. Is the linked report a good representation of how they actually look like?
I would really appreciate it if someone could PM me or link me with a well written investment report.
Cheers
Also interested in this. I'm working on one that's similar to what you're including. Mine's about five pages
Do people generally think it's a good idea to include these when applying?
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