Stock Archiving Guide: The tone is critical in this type of interview because it’s correctly what you do at work, and it’s the best way to stand out.

Additionally, investigators will often ask you to submit a stock multiple times to get a job at a hedge fund.

Stock Archiving Guide – Presentation Examples And TemplatesStock Archiving Guide

  • Let’s start with the most important: IPO examples for actual companies. Below I will present two of our Financial Modeling courses:
  • Jazz’s share release was incorrect for 12 months but was correct for approximately six months when the share price fell.
  • AvalonBay’s stock call proved correct, as the company returned more than 25% (including dividends) over the period, compared to an overall S&P gain of around 10%.
  • I won’t share the full financial models, but you can get an idea of ​​AVB valuation by checking out our REIT NAV Models and REIT Valuation tutorials.
  • For the Jazz model, there is a treasure trove of DCF modelling tutorials on our YouTube channel.

What Is A Share Introduction? And Stock Archiving Guide

Definition: A stock introduction is a short essay or presentation arguing for or against investing in a public company’s stock, based on a solid investment thesis, data, valuation metrics, enablers, and an assessment of the underlying factors.

A Value Toss Is Used In The Following Ways:

Networking: For example, you can find contact information for hedge fund professionals and include their introduction in your introductory email.

Interviews –

In wealth management and hedge fund interviews, you’re constantly asked to introduce a stock.

Investment Clubs and Contests:

You need to make your point, explain why a stock is undervalued, and then convince others you’re right.

Personal Investing –

If you have your own trading account and invest in individual stocks, you can use the tutorials to refine your thinking and make better decisions.

At Work:

If you work at a border fund or other investment firm, you regularly research and sell stocks at work. That’s the job!

Structure Of Action Spaces Of Stock Archiving Guide

We recommend the following structure for all storage locations:


Indicate whether you are long or short (i.e. do you think the stock price will go up or down) and how much the company should be worth. Do not make a “neutral” recommendation unless the company has been assigned to you.

Company Background:

What are its products/services, how much revenue does it make, what is its market cap, and its current estimate multiples? Bonus points for a price versus volume chart.

Investment Thesis:

The stock price is flawed based on these 2-3 key factors. The market didn’t rate them for X and Y reasons. The market is wrong, and there is potential to gain significantly by sucking/shorting these stocks.


Certain critical events over the next 6-12 months will cause the market to “get a grip” on this price imperfection, leading to a price correction and a money-making opportunity. Critical events may include new product launches, acquisitions, earnings announcements, divestitures, clinical trial results and financial activities.


For a long recommendation, you must demonstrate that the stock is undervalued (e.g., it’s currently trading at $25, but there’s a reasonable chance it’s worth $35-$40); for a quick recommendation, it indicates why the stock is overvalued.

Risk Factors, How to Mitigate Them –

Describe the top 2-3 market– and company-specific reasons your investment thesis might be wrong, then explain what you can do to alleviate those risks. Even if you’re wrong, could you cut your losses?

If it’s the first pitch for networking or interviews, keep it short.

“Short” means “maximum 2-3 pages”, as in our examples above.

Only expand it if you have a lot of time to present, if you’ve been asked to create a slideshow, or if you’ve been asked for a certain number of pages.

Building an Investment Thesis: Generating stock launch ideas

“Okay,” you say, “this structure sounds good. But where am I made up to get ideas?

The truth is that you must already be following an industry or company to stand a good chance of completing even a 2-3 page stock pitch in just a few days.

If not, you need to reconsider whether or not you want to pursue a career in investing or hedge funds.

The best investors do this because they are passionate about the process itself; Launching stocks is his hobby.

Ideally, you already have an eye on undervalued or overvalued companies whose share prices could change significantly over the next 6-12 months.

How to find a company to present step by step

Stock Archiving Guide Pitch – How to Find Businesses

But let’s say you start an interview in 4-5 days, haven’t prepared anything, and are not tracking specific companies.

Here is the course of action I would recommend in this case:

Step 1: Research the fund’s strategy

Before you open Excel or Word, you need to make sure you’re looking for a company that’s a close fit with the fund’s strategy. For example:

Hedge fund strategy: long/short growth stocks with technology/biotech focus.

Good Idea: Abbreviation for a recently listed technology startup.

Good idea, but not so good: a longing for a mature and undervalued tech company.

Bad idea: merger arbitration argument for life insurance spin-off.

Hedge Fund Strategy: Value fund only long industrial/manufacturing positions.

Good idea: a longing for an underestimated industrial toolmaker.

Good idea, but not so good: a longing for a misunderstood consumer/retailer in upheaval.

Bad Idea: Abbreviation for an overpriced biotech company.

The matchmaking strategy is more critical than the matchmaking industry.

For this reason, the “bad ideas” mentioned above are conflicts of strategy.

Step 2: Start With A Sector That You Know Or That Suits The Fund’s Strategy

As an engineer, you can choose, for example, the technology, telecommunications or media sectors.

If you have completed retail internships, choose Consumer/Retail.

If you like whiskey even more than me, choose the food and beverage industry.

Avoid highly technical industries or have exceptional accounting or valuation methods (e.g. oil and gas or commercial banks) unless the fund specializes in them.

Also, note that some industries fit into the fund’s strategy more quickly than others.

You can easily find overrated and overpriced tech and biotech startups

Bottom Line:

If you are pursuing a career in hedge funds or closely related fields, you need strong stock market credentials to apply for hedge fund analyst positions successfully.

And if you need to start a hedge fund, you need to generate a steady stream of stock placements.

Competing researchers, companies, and judges typically don’t give you a specific company to submit; It’s up to you to do your research and find one.

If you’re given a specific company, it’s likely to be a time-consuming case study that gives you 2, 3, or 4 hours to go through company documents, create a simple template, and create a quick presentation based on that.

This article is intended for longer “on-the-fly” action presentations where you have a few days to a week to complete the production. Still, the basic structure applies to time-sensitive presentations as well.

If the company you’re interviewing at doesn’t give you a specific deadline, ask for it, along with the format requirements and anything else they’d like to see.

Finally, please note that we only cover equity market launches here, not credit launches, distressed debt launches, or global macro launches involving FX, commodities, or government bonds.

You can use the same structure for this, but the specific elements of the presentation, such as B. the rating, moderators and risk factors, will be different.

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