Comments on: Stock Pitch Guide: How to Pitch a Stock in Interviews and Win Offers

By: Stock Advisory Services in India

Stock Advisory Services in India — Fri, 28 Jun 2024 07:38:49 +0000

I thoroughly enjoyed reading your insightful blog post. Your perspectives and ideas were incredibly helpful.

By: M&I - Brian

M&I - Brian — Fri, 02 Feb 2024 04:07:11 +0000

In reply to Alex E. Thanks! Glad to hear it.

By: Alex E

Alex E — Sun, 28 Jan 2024 16:16:21 +0000

Thank you so much for this. I have an interview/case study coming up and I really needed this.

By: M&I - Brian

M&I - Brian — Wed, 26 Apr 2023 13:56:45 +0000

In reply to az. I would probably not do this unless it's something like a merger arbitrage fund or some other event-driven fund where you're making an argument that the firm will definitely be acquired, and the market is underpricing the odds with a spread that's far too wide (or something like that). Otherwise, long pitches for firms that are set to be acquired usually aren't compelling because the potential upside is too low once the deal announcement has been made.

By: az

az — Wed, 26 Apr 2023 13:01:01 +0000

Hey – thank you for this! I was wondering whether it is possible to pitch a long for a firm that has just announced that it is going private? Is this alright or would this impact the quality of the pitch?

By: M&I - Brian

M&I - Brian — Sat, 01 Apr 2023 15:02:45 +0000

In reply to Michael. I agree that you have to be careful with these sorts of things, but in most ER/HF/AM interviews and even in networking interactions, they will ask you for some type of stock pitch as part of the process. So I'm not sure if there's a huge difference if they're going to ask for it later anyway. One option might be to send a short outline but not a full "pitch" in the intro email, or to simply state that you've prepared 1-2 pitches and ask if they want to see them. My experience is that most finance professionals take stock pitches as seriously as they take Seeking Alpha articles, and they use pitches mostly to evaluate who knows at least something vs. who is completely clueless.

By: Michael

Michael — Wed, 29 Mar 2023 05:56:49 +0000

Great article. Thanks for publishing. I suggest adding some caveat regarding sending the stock pitch to professionals in introductory emails. In my experience most professionals cannot accept external pitches without going through compliance first, so sending it proactively might oftentimes be unwelcome.

By: M&I - Brian

M&I - Brian — Wed, 02 Nov 2022 01:42:18 +0000

In reply to kim. Sure, but please link to the URL of this original article on this site.

By: kim

kim — Mon, 31 Oct 2022 08:56:29 +0000

Hello Brain, very fantastic investing lesson. Can I use this article and your two attachment as template to teach high school students write stock analysis report? They only have template with buy recommendation but not for Sell and Hold recommendation. Thus, I think students need two more example to wirte their analysis report.

Best Regards,
Kim

By: M&I - Brian

M&I - Brian — Wed, 24 Aug 2022 14:03:54 +0000

In reply to Thomas. They want you to summarize the company's main competitors in the industry, how much overall competition there is (think in terms of market share), and any special regulatory burdens or rules the company has to follow.