In this Hedge Fund Stock Pitch tutorial, we walk through a sample stock pitch for Mylan [MYL], a company in the pharmaceuticals sector, and show you how to express all the key points (recommendation, investment thesis, catalysts, valuation, risk factors, and more).
By http://www.mergersandinquisitions.com/ "Discover How To Break Into Investment Banking or Private Equity, The Easy Way"
This is a stock pitch template for a *detailed* discussion - something you would present if you had 30 minutes to an hour to discuss an idea.
You can follow along by getting the documents from the link above (they will be posted soon if they're not already there).
MENTIONED RESOURCES
http://www.mergersandinquisitions.com... (Click to access the full case study and FREE downloadable templates)
Here's what will cover in each segment of this video:
0:00 Introduction, Notes, and Disclaimers
2:13 Overall Structure - The Six Key Points You Need in Any Stock Pitch or Investment Recommendation
3:49 Recommendation - How to Succinctly Make Your Points and Convince Someone in 30 Seconds
6:10 Company Background - What You Need to Say About the Company You're Recommending
7:08 Investment Thesis - How to Explain Why the Market Has Mispriced This Company's Stock...
10:48 Catalysts - And What Event(s) Will Cause the Stock Price to Change
15:00 Valuation - The Numbers That Support Why This Company is Undervalued or Overvalued
17:43 Investment Risks - The Key Risks and How to Hedge Against Them (Protective Options, Other Investments, etc.)
21:37 The Worst Case Scenario - Is There Any Protection if the Stock Price Moves in Completely the Opposite Direction?
23:26 Recap, Summary & Next Steps - Review What We Covered and How to Get More Practice
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