I’m interviewing with a major asset manager (top 10 in terms of assets). I have been told to prepare a stock pitch. Wondered if you guys had any advice on how to structure this?
I’m thinking of doing it like this:
Basic thesis based on where I see things going on a macro level + company level
What I think that will mean to earnings growth and multiple expansion
Then be prepared to answer a barrage of questions. Wondered if you guys had any advice?
Outline: Intro to biz Basic metrics Why it’s misvalued What will correct the mispricing Upside / downside Why it’s timely now There is no objectively best pitch format but that is as good start
Read the articles in my signature like your competitors are doing. You should be reading these articles early and often as you prepare for your buy-side recruiting.