Essential for S&T/PB/AM Interview: How To Pitch a Stock like a Pro?

1. Company & industry overview: Apart from discussing the firm's product portfolio or services, including key stats like quick market cap, multiples, revenue/EBITDA, competitors and geographical exposure etc. 2. Investment Thesis: The argument to support why your target firm is an enduring investment, especially against competitors. The 3 key drivers are company valuation, quality, and upcoming catalysts.  3. Catalysts: What events will likely lead markets to recognize this pricing imperfection, driving the stock closer to your target price, hence driving significant gains for you.  4. Valuation: Perform an absolute valuation (like DCF or DDM) or a relative valuation. To justify a long recommendation, prove that the stock is currently undervalued, and for a short recommendation, explain how the stock is overpriced. 5. Risk Factors: Discuss 2-3 company/ market-specific factors that could likely affect your market thesis, along with measures to risk attenuating measures to cut losses 6. Recommendation: Clearly state whether you recommend to 'long' the stock or 'short' it, based on the analysis discussed in the stock pitch report Next week, we'll discuss strategies to identify and research the right stocks to pitch.

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