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Hedge Fund Stock Pitch Tutorial - Full Case Study with Templates

2016-06-06 39 Dailymotion

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). <br />By http://www.mergersandinquisitions.com/ "Discover How To Break Into Investment Banking or Private Equity, The Easy Way" <br />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. <br /> <br />You can follow along by getting the documents from the link above (they will be posted soon if they're not already there). <br /> <br />MENTIONED RESOURCES <br />http://www.mergersandinquisitions.com... (Click to access the full case study and FREE downloadable templates) <br /> <br />Here's what will cover in each segment of this video: <br /> <br />0:00 Introduction, Notes, and Disclaimers <br /> <br />2:13 Overall Structure - The Six Key Points You Need in Any Stock Pitch or Investment Recommendation <br /> <br />3:49 Recommendation - How to Succinctly Make Your Points and Convince Someone in 30 Seconds <br /> <br />6:10 Company Background - What You Need to Say About the Company You're Recommending <br /> <br />7:08 Investment Thesis - How to Explain Why the Market Has Mispriced This Company's Stock... <br /> <br />10:48 Catalysts - And What Event(s) Will Cause the Stock Price to Change <br /> <br />15:00 Valuation - The Numbers That Support Why This Company is Undervalued or Overvalued <br /> <br />17:43 Investment Risks - The Key Risks and How to Hedge Against Them (Protective Options, Other Investments, etc.) <br /> <br />21:37 The Worst Case Scenario - Is There Any Protection if the Stock Price Moves in Completely the Opposite Direction? <br /> <br />23:26 Recap, Summary & Next Steps - Review What We Covered and How to Get More Practice <br /> <br />WANT MORE FREE TUTORIALS, TIPS & TEMPLATES? Subscribe to the Banker Blueprint, a complete action plan for getting into Investment Banking, PE and Hedge Funds. www.mergersandinquisitions.com/banker-bl­ueprint

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