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Stock Pitch help/how to choose catalysts
I'm doing a stock pitch for a consumer discretionary stock and i want to do three catalysts, this company im doing it on is expanding heavily into new markets so thats one of my catalysts, and i want to do rate cuts and the economy getting better and this will prompt consumers to spend more and my...
Should I Include IRR In A Stock Pitch With 12 Month Investment Horizon? Or Is That Too Short?
Is IRR something worth including in a stock pitch if the investment horizon is only 12 months? I'm not sure because I usually like to include it but that feels like a really short time for an IRR.
Should I include IRR in a stock pitch with 12 month investment horizon? Or is that too short?
Is IRR something worth including in a stock pitch if the investment horizon is only 12 months? I'm not sure because I usually like to include it but that feels like a really short time for an IRR.
Stock Pitch For Interview
Hi all, I have an interview coming up and I pretty much expect a stock pitch question. I was wondering if for sell-side it's best to go for a large/known company that is even covered by the same bank, and try to maximize the thesis creativity. Or present a truly unique and exotic special sit in an...
How to make a 1 page stock pitch?
I’m a current undergrad entering a stock pitch competition. I’ve never made a pitch but am used to them being longer or in deck format, so I really don’t know where to start for this 1 page pitch and don’t know how to format it. Any tips on how to structure it or where to start? One page...
How to format a one page stock pitch?
I am a current undergraduate participating in a stock pitch competition. I don't know how to pitch a stock in just one page - that seems too short to elaborate or give any solid in-depth analysis. Does anyone have any tips as to how to get started or how to structure this pitch in one page? I feel...
Published My Equity Research Reports/Portfolio on Substack - Thoughts?
Hey guys, this is my first post here. I'm currently a sophomore at a non-target school, though it is a well known and relatively reputable state school. I've been really interested in equity research and have created several research reports as part of my time in a student-led investment fund. I...
Interview Pitch
Hi all, I'm pretty new to recruiting, and am currently interviewing for hedge fund internships for next summer. For one of my applications, I was required to write a short 150 word stock pitch, and will now be interviewing with that firm. However, the investment I wrote about was one I researched a...
Send a Stock Pitch for Networking Request
Hello, So I recently made a decently thorough stock pitch on a company and was wondering if I should send it during my request for a networking chat as a way to show interest / have a conversation point during the chat.
"What if" from Liar's poker & joining the dots to generate trade ideas
Trying to improve my trade/investment generating ideas by learning different asset classes & reading macroeconomic books. But obviously, this process is long, tedious and I am not very sure the right one for that matter. Any suggestions for books/tutorials/videos/ on how people in S&T generate...
Stock Pitch Modelling - Public Company
Hi all - Have a couple of intro interviews coming up with HFs. I've been working on a stock pitch, but feel like I'm modelling myself into a hole here.. My question is how do you tend to approach the modelling for a public company with the limited information you get from public filings? I'm trying...
2020 Canadian Stock Pitch Competition
Register for UWFA's 9th Annual Stock Pitch Competition in partnership with BMO Capital Markets! The competition will be held through Zoom on Saturday, November 14th to Sunday, November 15th. If you are interested in participating, groups of 1-3 are encouraged to sign up before the registration...
Making the switch to ER from IB
Hey everyone, I am currently networking as a college student (although I have some full-time banking experience from working at a boutique while in school), and I want to break into ER . I have done some searches in this forum about networking tips , and it seems to be a mixed bag here. My questions...
Stock Pitch Tips for SA Monkey Class 2020
So as part of the orientation program for our summer analyst class we’ve been asked to prepare a stock pitch to be submitted online for review. I’m curious if anyone here has done this in the past, and if so maybe provide some insight as to what they are really looking for, how much emphasis is...
Is it OK to pitch a hold if you were assigned the company?
I've been assigned a small-cap industrial company as a pitch for an equity research interview tomorrow. I was hoping that something would happen to move the stock price one way or the other but the way I've calculated it, I have around 1% upside in the stock, and the earnings calls don't get me...
Stock Pitch and Note Templates?
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 have a personal ER note that they have worked...
Stock Pitch/Investing Competitions for Young Professionals?
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.
Can Someone Clarify What the MD is Looking for in a Modelling Question?
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: 1. Pitch a stock in their field of interest 2. Analyze 2...
Asking for Second Opinion on Microcap Stock Pitch
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 interested in going through my deck to poke holes...
HF Interview Stock Pitch: what the market thinks?
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 standpoint? For example, the market thinks Company A's North America...
Stock Pitch
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 to overcome. The stock is overpriced on a...
Feedback on Stock Pitch
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:...
Would Anyone Care to Review My Pitch
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/formatting/pacing/etc standpoint? Thanks
surprise merger in stock pitch
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 tender offer hasn't been submitted. i was pitching...
Spontaneous Phone Interview Question Help for Very First Internship
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Help with Netflix Inc. DCF
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 10k is here http://ir.netflix.com/sec.cfm If anyone...
Ohio State University Stock Pitch Competition
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 decent amount of interest from other Big 10 schools...
How many years' worth of historical financials for proper model?
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 stock pitch, for how many years' worth of...
Webinar Rewind - Stock Pitch in Context of a Global Markets Interview + Q&A
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 1-HOUR MENTOR SESSION WITH TOM And, as...
Webinar Rewind - Stock Pitch Preparation for a Hedge Fund Interview + Q&A
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 FOR A 1-HOUR MENTOR SESSION WITH ANN And,...
Goldman Sachs Stock Pitch Contest ADVICE NEEDED
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 a stock in 10 days, and if it is doable, can...
Most Awkward Stock Pitch
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.
These kids from Harvard are good
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 understanding about the value drivers of REITs ....
These kids are good
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 understanding about the value drivers of REITs ....
These kids are good - Kids from Harvard
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 understanding about the value drivers of REITs ....
Interview for long only fund - prepare a short?
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 in a business?
Mock Phone Interview
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.
Stock Pitch - Visit Company in Person?
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 company they gave me is an outdoor retail...
SeekingAlpha Pro Account
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 and whatnot
Tyson Foods Stock Pitch
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 protein demand is growing and prepared breakfasts...
The Weekly Pitch: CCC, An Environmental Growth Stock
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 starting a sister blog here:...
Expertise needed: FSM Won't Balance
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 avail. I have done my best to format for...
Internship Interview on short notice
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 this week. I'm confident in my ability to...
WH's Interview Stock Pitch Checklist
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 opportunity. It can separate the fakers from the legitimate...
How long is a stock pitch supposed to take in a 30 min interview?
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 term trend, why the stock is undervalued and why...
Activist Pitch?
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). The equity is now more of a break up play. What...
What's a good tech stock to pitch?
What's a good one that I can look into? Anyone have a link to a recent equity research report of a tech stock?
Buy side interview
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. Thanks a lot!
Bnny - Annie's food stock pitch help
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.
Grocery Store stocks: why are P/E ratios so high?
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 bullish on, but they all have high P/E ratios:...
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