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Stock Pitch Preparation

A stock pitch built for buy-side interviews: the right idea, a variant view, an earnings model and valuation, dated catalysts, honest risks, a one-page summary and the rehearsal that survives a portfolio manager's questions.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for Stock Pitch Preparation, and click Install. It goes into your own files, and works offline from then on.

What it installs.

1

Pillar

1

Area

50

Projects

200

Starter tasks

🎓 Finance & Business Certifications

Stock Pitch Preparation

Building a stock pitch for asset management, hedge fund or equity research interviews: thesis, valuation, catalysts, risks and a one-page summary that survives questions.

  1. Mapping the seat you are pitching for
  2. Three-pitch portfolio plan
  3. Screening for a pitchable company
  4. Compliance and personal dealing check
  5. Research folder and source library for each pitch
  6. Close reading of the annual report and recent filings
  7. Earnings call and management tone log
  8. Writing the variant perception statement
  9. Weekly news and price watch on pitch names
  10. Quarterly results update for each pitch
  11. Weekly idea log and scoring
  12. Out-loud pitch rehearsal routine
  13. Monthly pitch refresh of prices and multiples
  14. Investor letters and published pitches reading habit
  15. Mock pitch feedback log
  16. Paper record of pitched ideas
  17. Catalyst calendar for live pitches
  18. Industry primer for the pitch sector
  19. Competitive position and moat assessment
  20. Driver-based earnings model for the pitch
  21. Valuation and target price for the pitch
  22. Bull, base and bear scenarios
  23. Catalyst map linking events to the thesis
  24. Risks, pre-mortem and thesis-break signals
  25. Short pitch construction
  26. Accounting quality and red-flag check
  27. Management and capital allocation review
  28. One-page pitch summary
  29. Choosing between a slide deck and a written memo
  30. Three exhibits that carry the argument
  31. Keep or retire decision for a stale pitch
  32. Practitioner pressure test of the thesis
  33. Tightening the two-minute verbal pitch
  34. Bank of the hardest pitch questions
  35. Answers for a moved price or a broken thesis
  36. Take-home stock pitch case submission
  37. Stock pitch competition entry
  38. Investment club or student fund pitch
  39. First-round pitch interview day plan
  40. Final-round pitch to a portfolio manager
  41. First pitch for a student with no coverage experience
  42. Sell-side analyst moving to the buy side
  43. Career changer's pitch built on industry expertise
  44. Twelve-week pitch plan around a full-time job
  45. Pitching a Caribbean or emerging-market listed stock
  46. Pitch for a multi-manager or pod interview
  47. Special situations pitch
  48. Pair trade pitch construction
  49. Capital structure angle on an equity pitch
  50. Annual pitch post-mortem and track record write-up

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Mapping the seat you are pitching for

A long-only fund manager, a long/short hedge fund pod and an equity research desk want different pitches: a three-to-five-year compounder, a six-to-twelve-month catalyst trade, or a coverage-style rating with a price target. Writing down the seats you are interviewing for, and what each one expects, decides the holding period, the length and the tone of every pitch you build after this.

First tasks

  • List every buy-side or research role you are applying to and tag its seat type
  • Note the holding period and pitch length each seat type expects
  • Message two practitioners to ask what a strong pitch sounds like at their firm
  • Write a one-paragraph pitch brief and save it at the top of your pitch folder

Three-pitch portfolio plan

Interviewers often say "great, now give me another one" or "what would you short?", and candidates with a single idea run out of road in the second round. Planning a main long, a backup long in a different sector and one short (or a long with a clear avoid view) gives you depth without spreading research too thin.

First tasks

  • Write down the three pitch slots: main long, backup long, short or avoid
  • Pick a different sector for each slot
  • Split your available research hours across the three, main long first
  • Set a first-draft date for each pitch in your calendar

Screening for a pitchable company

The idea itself is half the pitch: a mega-cap everyone owns invites the question "what do you know that 40 analysts do not?", while an illiquid micro-cap makes a fund manager switch off. Screening for a business you can explain in two sentences, with enough liquidity for the seat and some sign the market is mispricing it, gives you a shortlist worth real hours.

First tasks

  • Write your screening filters for size, liquidity, sector and coverage
  • Run the filters in a free stock screener and export the results
  • Score each name for understandability, data and a possible variant view
  • Choose the main pitch from the shortlist and write down why

Make it yours.

Install Stock Pitch Preparation, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.