Preparing a buyside stock pitch for an interview
I’ve been lined up for 2 interviews at buyside boutiques and preparing for stock pitches/ ideas.. can someone tell me how long the report should be and the details should I add to the pitch.. my research is a long only pitch with sector, industry, company and financial analysis along with valuations, how detailed should be these sections be, also should I add the price chart and denote key events over the past 3-5 years. Should I add assumptions of the dcf with different scenarios, should this be a 10 pagers or limit it to 2-3 pages.
Also can some share buyside equity research templates or reports for reference
Can please someone jump in and add their 2 cents on this
Thanks
Ahoy there! Preparing for a buy-side stock pitch is like setting sail on the high finance seas, and I'm here to make sure you navigate these waters like a seasoned captain. Let's dive into the treasure trove of information to ensure your pitch is shipshape.
Length of the Report
Details to Include in Your Pitch
Templates and Reports for Reference
While I can't hand you a ready-made map (template or report), the key is to ensure your pitch covers all bases effectively. Think of it as crafting your own map to the treasure. The guidelines provided here, drawn from the wisdom of seasoned sailors on Wall Street Oasis, should serve as your compass.
Final Pieces of Advice
Remember, the goal is not just to find the treasure but to convince others to embark on the journey with you. Your pitch is your call to adventure, so make it as compelling as a call to the high seas. Good luck, and may the wind be always at your back!
Sources: Breaking into buy-side equity research - my experience, Stock Pitch Sample Template - Proven Examples to Help Ace Your Interview, How long does it take to formulate a investment idea / stock pitch, Hedge Fund Careers: Getting a Hedge Fund Job Out of Undergrad and Beyond, Stock Pitch Sample Template - Proven Examples to Help Ace Your Interview
Maxime quia ipsa quia delectus consectetur nobis. Voluptas itaque odit eos magni. Voluptatibus voluptas error rerum magnam sit. Ducimus maxime aut harum voluptas autem. Iure maxime et nisi occaecati. Rerum ea et cumque assumenda officia. Soluta sed placeat quasi.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...