I would probably not do this unless it’s something like a merger arbitrage fund or some other event-driven fund where you’re making an argument that the firm will definitely be acquired, and the market is underpricing the odds with a spread that’s far too wide (or something like that). Otherwise, long pitches for firms that are set to be acquired usually aren’t compelling because the potential upside is too low once the deal announcement has been made.

I agree that you have to be careful with these sorts of things, but in most ER/HF/AM interviews and even in networking interactions, they will ask you for some type of stock pitch as part of the process. So I’m not sure if there’s a huge difference if they’re going to ask for it later anyway. One option might be to send a short outline but not a full “pitch” in the intro email, or to simply state that you’ve prepared 1-2 pitches and ask if they want to see them. My experience is that most finance professionals take stock pitches as seriously as they take Seeking Alpha articles, and they use pitches mostly to evaluate who knows at least something vs. who is completely clueless.

Sure, but please link to the URL of this original article on this site.

Best Regards,
Kim

They want you to summarize the company’s main competitors in the industry, how much overall competition there is (think in terms of market share), and any special regulatory burdens or rules the company has to follow.

I am a doing a stock pitch and part of my pitch they said i should do Competitive dynamics and Regulatory framework. Do you know what it means?

You would have to research the company and its stock price history to see if various catalysts are priced in. There’s no way to tell universally, as some companies are repeatedly misunderstood by the market and others are not. The easiest way to tell is to look at how many times the company has had “surprise” earnings reports in the past.

For the current market view of the stock, find consensus estimates on Capital IQ or if you don’t have Capital IQ, look on sites like Yahoo Finance or FinViz for estimates.

There are other stock pitch coaching services out there, but I have no firsthand experience with them and cannot speak to their quality. The individual running this service is employed as a PM within the industry, so he doesn’t want to give his identity (but I know him in real life and can vouch for the services). But if you want a service that gives the person’s name and full employment information, you might be able to find that somewhere.