- 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.
How to make perfect stock?
How to Do a Stock Pitch? 3.1. Understand fund strategy. Applicants are more likely to ace an interview if the investors/interviewers actually... 3.2. Choose an idea with careful research. The fundamental analysis approach looks at revenue, valuation and industry... 3.3. Present a …
How to make an effective pitch?
Dec 14, 2011 · Stock Pitch Worksheet Step 1: Pick a Stock Stick with industries you understand. If you really enjoy shopping, look at retailers. If you’re a Comp Sci major, pitch a software company. This will make your research a lot easier and ultimately you will deliver a better stock pitch. For example, Warren Buffett, arguably the world’s best investor,
How do I pick a good stock?
Feb 08, 2022 · A stock pitch typically runs for four to twenty pages in size. If the pitch involves a significant amount of writing, please use the following document lengths. Investing ideas are better represented in fewer words when a short and concise pitch is part of the overall strategy. Keep your investment proposition distinct for each part of the process.
How to make great stock?
Nov 08, 2016 · An in-depth guide on how to pitch a stock and how to structure research reports or presentations.Link to ACIIC Stock Pitch: http://aciiconline.com/wp-content...
What is a stock pitch?
A stock pitch starts with a summary of stock’s upward/downward trend based on its key data with target price. This part should be straightforward and actionable. Interviewees should only use neutral recommendations in case they are not sure about the business growth.
How long should a stock pitch last?
In the interview, the stock pitch could last for 10-15 minutes (10-15 slides) in which evaluators could jump in any part of a presentation for questions. Thus, be mentally strong and pay high attention on what is presented, even a number or primary research. On top of that, it is necessary to prepare a list of answers for many questions that recruiters may ask. During the presentation, ensure a perfect slide with solid references and a copy of a 3 statement financial model with analysis. Plus, candidates should be humble and honest if they are making a mistake.
What is an investment thesis?
Investment thesis is a definitive statement answering a question: Why this stock should be invested. There are 3 elements deciding a stock worth/unworth investing: 1 Business quality: Stable growth in its revenue 2 Catalysts: Special events generating more return/less return 3 Valuation: Discounts for investors as the market undervalues the stock
What is a catalyst in stock?
Catalysts are events affecting the price of a stock: undervalued or overvalued. “Hard” catalysts are specific and distinct events that directly affect a company such as quarterly earnings announcements, product launch, acquisition and insider transactions.
What is intrinsic valuation?
The relative valuation approach includes company comparables and precedent transactions. Discounted cash flows (DCF) is the most frequently used valuation model in the intrinsic valuation approach .
When it comes to company background, should a presentation include a brief industry outlook?
When it comes to company background, a presentation should include a brief industry outlook to highlight the position of the company in the market as well as its differences among other competitors.
What is precedent transaction?
However, precedent transactions are based on price paid by purchasers for a business while company comparables are based on traded market value. This method is used to value a private company that does not have public trading comparables and evaluate market demand for acquiring a company.
Content
To ensure your presentation is clear, thorough and concise, create an outline first (you may want to use PowerPoint’s “outline” view found on the “View” ribbon to make it seamless in building your presentation)
Slides
Use your firm’s slide template, if one exists. If not, create one that has the same header, footer, and font throughout
Delivery
Rather than read slides verbatim, use them to accentuate or support the points where you provide greater elaboration or an anecdote
Pitch a Stock: investment banking interview
This question is much more common in sales and trading interviews However, if you have anything listed on your resume that deals with market transactions then you should be prepared to answer this question. However, this question should only call for about half an hour of preparation time.
How to Pitch a Stock
When you are pitching a stock for an interview you'll want to emphasize certain aspects of the company in question. If it helps you can think of the stock pitch as a sell side pitch. The pitch gives you an opportunity to show how much you know about the industry (if applying for a coverage group).
Free Hedge Fund Pitch Template
See if you're ready for the real deal. Video solution + modeling file included so you can get realistic practice. Just enter your email in the field below.
Stock Pitch Example
So what does a good stock pitch look like? Below is a good example submitted by one our users.#N#This was originally posted in 2011
