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  2. WhiteHat's blog This was originally posted on 10/26/12 For many positions, the stock pitch is the biggest part of the interview. It gives the interviewee the opportunity to explain his or her thought process and the way they evaluate an investment op ...

    180 comments28 Aug 2017 -

  3. Stock pitches have been a part of finance interviews since the dawn of man. People typically underestimate the importance of pitches in an interview, but think about it this way: if you're interviewing for a position at any sort of financial institut ...

    36 comments12 Apr 2019 -

  4. I've already accepted a FT HF offer, so at this point I'm focused less on generating ideas for interviews and more so on refining my existing process for when I start. Would anyone like to review one of my recent pitches from a process/logic/for ...

    20 comments20 Mar 2017 -

  5. I have heard dozens of monkeys talk about their stock pitch get torn apart during an interview, or people getting ridiculed during cold calls or informational interviews. I was interested in hearing some horror stories regarding this topic. What was your ...

    28 comments22 Jul 2011 -

  6. A Short Stock Pitch Guide

    Investment Banking

    I've gotten over 2 dozen PMs requesting the stock pitch guide I had, so I finally decided to share it... Hopefully this helps. Free Hedge Fund Pitch Template--> See if you're ready for the real deal. Video solution + modeling file included so ...

    18 comments22 Dec 2017 -

  7. Hey all, So I prepared a stock pitch and it's over 3 min... The format goes: 1) company intro including size, their market, their biggest competitor 2) valuation (PE, PEG and comparing this against their biggest competitor) 3) 3 margins, ROE 4) long ...

    19 comments12 Aug 2012 -

  8. Greetings. I will be starting a new blog on WSO where I will focus on putting together quality equity research pieces. My goal is to get practice at writing ER and to hopefully generate some investing discussion on the boards in the process. I'll be ...

    14 comments2 Jul 2013 -

  9. Buy side interview

    Job Search Advice

    Hi, I got a buy side interview (hedge fund) coming up and they asked me to prepare a small research paper with 2 long and short investment ideas. I am just wondering what the typical format and length will be? First time I've been asked to do this. T ...

    18 comments21 Nov 2012 -

  10. Guys, I made it to the final round for a large Asset Management company (think Fidelity, Wellington, Putnam etc.) in Equity Research for a full time position. Interviews are on Wednesday. I need to do a stock pitch to two associates, for a half hour. The ...

    15 comments3 Oct 2014 -

  11. What's a good one that I can look into? Anyone have a link to a recent equity research report of a tech stock? equity stock pitch ...

    17 comments6 Dec 2012 -

  12. Stock Pitch

    Equity Research

    Hello guys, I have an interview with a top BB for their investment research division. I will likely be asked to pitch a stock. I would like to pitch CTRIP and have a strong reason for it on a marco/market share level but have one issue I am not sure how t ...

    10 comments29 Jul 2017 -

  13. I want to create 3 statement, comparable company, and DCF models for a well known grocery store/supermarket chain. My ultimate goal is to use the analysis to create a solid stock pitch for interviews. I've identified a few stocks that analysts are bu ...

    15 comments10 Sep 2012 -

  14. Imagine you're in an interview and they ask you to pitch a stock. What stock would you pitch to make it as awkward as possible? I'd guess if something in the porn industry was traded publicly it would a top candidate. stock pitch ...

    8 comments12 Mar 2015 -

  15. Hi all, Anyone have any thoughts on Annie's? I have a stock pitch coming up soon at a big fund on this stock. Any tips on valuation, or how to make a good half hour stock pitch? Appreciate any help, I really want this one. stock pitch ...

    8 comments26 Oct 2012 -

  16. Hi All, If you're bored at work or just feel like helping out a poor college kid, please feel free to read. Any feedback is appreciated! (How can I make this thesis stronger?) McKesson Corporation (MCK) Price: $137 Shares: 212mn MC: 29bn Net Cash:-6. ...

    6 comments24 Apr 2017 -

  17. DeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeleted wealth management phone interview stock pitch ...

    6 comments20 Jun 2017 -

  18. Tyson Foods Stock Pitch

    Equity Research

    I need to write a stock pitch and e-mail it to a firm just be considered for the ER position. I want to cover the food and foodservice field and I like the prospects of Tyson's takeover of Hillshire Farms from a qualitative viewpoint. Non-cooked prot ...

    7 comments24 Jun 2014 -

  19. I know the standard advice is to prepare one long and one short for an ER interview but what if it's a long only fund? What about two long ideas where I describe in detail why I would not invest in their competitors to show I can assess the negatives ...

    6 comments29 Nov 2014 -

  20. Hello, I have been working full time in operations for almost a year now but have been interviewing for IB FT and internship positions as of recently. ER is my second preference as a career and through networking I was able to schedule an interview later ...

    6 comments10 Mar 2014 -

  21. Help with Netflix Inc. DCF

    Investment Banking

    Hey WSO, I'm pitching Netflix Inc. long this upcoming tuesday at a stock pitch competition. Currently working on the intrinsic value and I'm having a hard time figuring out the change in networking capital yoy for the historical period. Link to ...

    5 comments21 Apr 2016 -

  22. Expertise needed: FSM Won't Balance

    New User Introductions

    Hello helpful Professionals, I am building my first proper model right now on WTW- see attachment. The model is incomplete but I believe my projected B/S should balance where it is right now.I have read the tips in other similar threads here on WSO and no ...

    5 comments28 Mar 2014 -

  23. When you guys create any sort of valuation model (for a stock pitch), how many years' worth of historical financials is recommended? Also, do you use the standardized accounts or the accounts as reported on the filings? Along those same lines, for a ...

    4 comments9 Sep 2015 -

  24. These kids are good

    Real Estate

    These kids from Harvard delivered a very strong stock pitch that won the seeking alpha stock pitch competition. As they talk about the company, you can tell that they know their company like the back of the their hands. They also demonstrate a strong unde ...

    3 comments15 Dec 2014 -

  25. These kids from Harvard delivered a very strong stock pitch that won the seeking alpha stock pitch competition. As they talk about the company, you can tell that they know their company like the back of the their hands. They also demonstrate a strong unde ...

    3 comments15 Dec 2014 -

  26. Activist Pitch?

    Hedge Fund

    I previously emailed an alum at an activist fund (known, but not well known) with a couple quick ideas, and now I've got an introductory call with one of the analysts there. My idea was a distressed equity (but rallied a lot since I sent the idea). T ...

    3 comments23 Jan 2013 -

  27. Pitching to a top PM...

    Asset Management

    Hey guys, through some crazy network, I have the opportunity to briefly speak with one of the top PMs in the country. (think Bruce Berkowitz at Fairholme or Will Danoff at Fidelity). My internship experience is mostly in PE (he doesn't know that) but ...

    3 comments8 Aug 2012 -

  28. Asking for Second Opinion on Microcap Stock Pitch

    Investing, Markets & Macroeconomics

    Hi everyone- To give a brief introduction, I'm currently a senior in college going into IB next year. I am participating in the final rounds of a microcap stock pitch competition, and wanted to ask if anyone who is in the industry currently would be ...

    2 comments19 Oct 2018 -

  29. hey guys- i've been working on my stock pitch for an interview at a hedge fund i have coming up. poured a lot of time into the pitch, but unfortunately, it was just announced that the company i was pitching is in potential merger talks, although a te ...

    2 comments20 Mar 2017 -

  30. I am registered for northwestern's Goldman Sachs stock pitch contest. We are on a team of 4, but unfortunately we had to replace the only member who actually learned how to actually pitch a stock using comps, etc. How hard is it to learn how to pitch ...

    2 comments13 Apr 2015 -

  31. SeekingAlpha Pro Account

    Investing, Markets & Macroeconomics

    Anybody mind sharing one of these? Their new classification of pro articles is extremely annoying, and I'd be able to cull research on some tickers. I promise to be responsible/not mess with anything, just for my own personal use making stock pitches ...

    2 comments10 Sep 2014 -

  32. Hello, Does anybody have a template for a 2-4 minute stock pitch? I have been putting pitches together all week but they keep going 5+ minutes. At this point, I think I should adhere strictly to a template and work my story in as I go. Also, does anyone h ...

    1 comment14 Aug 2019 -

  33. Aside from Sohn, does anyone know of any stock pitch or investment research competitions for non-students? I'll be graduating from college this spring and am hoping to develop my investing skills in my spare time. stock pitch Salary ...

    1 comment11 May 2019 -

  34. Background, I am finishing up my 2nd year full time investment banking. Recently I got a 1st round phone interview with private equity tech fund. At the end of the interview, the MD on the other end of the call gave me a couple of tasks to do: Pitch a sto ...

    1 comment23 Dec 2018 -

  35. I've been reading through some HF interview guides and sample stock pitches, and one topic keeps popping up that I'm having some trouble with: How do you know how the "market" is underwriting their assumptions from a valuation standpoi ...

    1 Sep 2017 -

  36. In case you missed our September 15th webinar entitled Stock Pitch in Context of a Global Markets Interview, have no fear. The full recording of the webinar can be found below (free until Thursday night when it goes into our video library). SIGN UP FOR A ...

    22 Oct 2014 -

  37. In case you missed our very popular August 13th webinar entitled Stock Pitch Preparation for a hedge fund interview, have no fear. The full recording of the webinar can be found below (free until Wed. morning when it goes into our video library). SIGN UP ...

    4 Sep 2014 -

  38. Hi Everyone, I would like to invite undergraduate students in some sort of finance club to a stock pitch competition hosted by Buckeye Capital Investors, Ohio State's student-run investment club. The competition will be on April 1st and we have a dec ...

    1 comment23 Feb 2016 -

  39. These kids from Harvard delivered a very strong stock pitch that won the seeking alpha stock pitch competition. As they talk about the company, you can tell that they know their company like the back of the their hands. They also demonstrate a strong unde ...

    1 comment24 Apr 2016 -

  40. Mock Phone Interview

    Job Search Advice

    Does anyone want to take 20-30 minutes to do some mock S&T interviews or critique my stock pitches? We can interview each other or I can compensate you for your time via SBs, paypal, nudes (semi-srs), etc. interview stock pitch mock ...

    18 Nov 2014 -

  41. Hi guys, For a group project I'm examining the profitability of Dreamworks but I'm running into a bit of a brick wall- I'm having difficulty finding financial statements of the "closest" competitor, Pixar, independent of Disney. A ...

    30 Nov 2010 -