How do you come up with a stock pitch?
We recommend the following structure:Long or short, current share price, the percentage by which it's mispriced, and the top 2-3 reasons why the stock price will change in the next 6-12 months.Two or three potential catalysts that will cause the stock price to change in the next 6-12 months.More items...
How do you prepare a stock pitch for equity research interview?
0:0018:37Mock Equity Research Interview Question – Pitch Me A StockYouTubeStart of suggested clipEnd of suggested clipSo the pitch needs to be concise. And actionable emphasizing the reasoning of the investment.MoreSo the pitch needs to be concise. And actionable emphasizing the reasoning of the investment.
How long is a WSO stock pitch?
A stock pitch should be a short and clear thesis on a particular stock. The information should be presented in 3 to 5 minutes . Additionally, information should be presented in an original fashion. Certified user @JackandDaniels" outlines what good stock pitch should contain.
How long should a stock pitch be in an interview?
Usually, the presentation lasts ~15-30 minutes with lots of Q&A to follow. As discussed above, this type of stock pitch is most common in hedge fund interviews. Usually, your interviewers will not assign you a specific company to pitch; it's up to you to do the research and find one.
What are catalysts in a stock pitch?
A catalyst in equity markets is an event or other news that propels the price of a stock dramatically up or down. For example, a catalyst could be an earnings report, analyst revision, new product announcement, legislative changes, lawsuits, mergers and acquisitions (M&A), or involvement from an activist investor.
How do you prepare for Equity Research?
Be prepared to pitch three or four stocks – for example, a large cap stock, a small cap stock, and a stock that you would short. For any company you are going to pitch, make sure that you have read a few analyst reports and know key information about the company.
What is a stock pitch competition?
Overview. The Stock Pitch Competition puts participants in the shoes of a Wall Street equity research analyst. Working with the same team from your high school for the rest of the competition, you will be tasked with analyzing one company and pitching a BUY, SELL, or HOLD recommendation on its stock.
How do you present an investment thesis statement?
Here are four easy steps for writing an investment thesis.Identify the underlying catalyst at play.Assess how the investment is positioned within the catalyst.Consider the biggest risks.
What does going long mean in stocks?
Having a “long” position in a security means that you own the security. Investors maintain “long” security positions in the expectation that the stock will rise in value in the future. The opposite of a “long” position is a “short” position. A "short" position is generally the sale of a stock you do not own.
How do you pitch a private company?
These techniques can help you pitch your private equity fund more effectively immediately:#1: Tell stories.#2: Don't turn the pages of a PowerPoint.#3: Ask questions first.#4: Have a great elevator pitch.#5: Test their interest early.#6: Finish with next steps.
What does short a stock mean?
Short selling involves borrowing a security and selling it on the open market. You then purchase it later at a lower price, pocketing the difference after repaying the initial loan. For example, let's say a stock is trading at $50 a share. You borrow 100 shares and sell them for $5,000.
How do you value a stock?
The most common way to value a stock is to compute the company's price-to-earnings (P/E) ratio. The P/E ratio equals the company's stock price divided by its most recently reported earnings per share (EPS). A low P/E ratio implies that an investor buying the stock is receiving an attractive amount of value.