Presentation - Stock Pitch-1 - HowtoPitchaStock?...

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  1 How to Pitch a Stock? What is the objective of  pitching a stock? An opportunity to show your  knowledge and passion for  the markets
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  2 How is a Stock Pitch Evaluated? Content 30% Presentation 30% 40%
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  3 How to Structure a Stock Pitch?  Structure Content Time Tell them what you  want to tell them Your recommendation  on the stock based on 3  bullet points  15 Sec Company snapshot Brief description of the  company  15 Sec Tell them what you  have to say Explain those 3 bullet  points in detail,  including valuation 120 Sec Tell them what you  told them Provide a catalyst and  repeat your 3 bullet  points  30 Sec
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  4 What You Must Keep in Mind? Earnings Multiple Price X = Stock Line Items Amounts in Thousands Margins Revenue 775, 443 Cost of Goods Sold 364,687 Gross Income 410,756 53.0% 374,007 Operating Income 36,749 4.7% Tax 8,355 Net Income 28,384 3.7%
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  5 What You Must Keep in Mind? A great company with cheap valuation First two bullet points should convey  that it is a great company Last bullet point must convey that is  cheap
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  6 Tell Them What You Want to Tell Them Purpose Provide a framework of what you are going to say Build an expectation Example I have a buy recommendation on shares of Avid  Technology (Ticker: AVID), with a price target of $47.00,  a 29% upside from yesterday’s close. My recommendation  is based on three reasons: (a) Strong revenue growth from  new products (b) An opportunity for margin expansion  from changes in sales mix and (c) Attractive valuation
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This note was uploaded on 01/09/2010 for the course ILRLE 2400 at Cornell University (Engineering School).

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Presentation - Stock Pitch-1 - HowtoPitchaStock?...

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