Equity Research Interview Question - How to Select & Pitch a Stock?

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  • Опубликовано: 7 авг 2024
  • For candidates preparing for an equity research interview, the "Pitch Me A Stock" question will almost surely be asked at least once throughout the interview process. It is an important question that highlights the candidates who can articulate investment ideas and show an understanding of the market.
    So how do you prepare for this question?
    The question can be split into three steps;
    1) The Statement
    2) The Thesis
    3) The Valuation
    Watch the full video to learn how to answer this question and take another step towards securing your dream job!
    If you have any other questions, please comment below. If you enjoyed the video and found it helpful, please like and subscribe to FinanceKid for more videos soon!
    For those who may be interested in finance and investing, I suggest you check out my Seeking Alpha profile where I write about the market and different investment opportunities. I conduct a full analysis on companies and countries while also commenting on relevant news stories.
    seekingalpha.com/author/robert...

Комментарии • 32

  • @satkarandhillon3540
    @satkarandhillon3540 6 лет назад +23

    Great video! Clear and straightforward tips and guidelines. Very helpful.

  • @elllllllle939
    @elllllllle939 11 месяцев назад +1

    This video is the best so far for all the related videos I’ve watched in regards to this topic!!! Thanks man. You are awesome

    • @financekid3163
      @financekid3163  11 месяцев назад

      Thanks for your comment and for watching!

  • @rutyesikasimak616
    @rutyesikasimak616 2 года назад

    Thank you for the tips. Your video helps me so much.

  • @ophainaa
    @ophainaa 2 месяца назад

    Excellent presentation, full of practical and effective tips !

  • @ychan-usa-english
    @ychan-usa-english 4 месяца назад +1

    Just wanted to thank you -- I'm a job interview coach and was hoping to find a good pre-existing resource for a mock stock pitch to share with my clients vs. having to create something myself from scratch. This checked all the boxes for me (and I worked in equity research previously). Love the super practical & accurate advice very tailored to an interview setting. Needless to say I'll be recommending this to my clients. Thank you for putting this together and sharing!

    • @financekid3163
      @financekid3163  3 месяца назад

      I am glad you found it helpful, thanks for watching!

  • @philislau1446
    @philislau1446 5 лет назад +5

    Thanks a lot for sharing this!! Very insightful

  • @monobiscuit
    @monobiscuit 5 лет назад +1

    Very clear advice! Thanks man!

  • @joyleeday2319
    @joyleeday2319 2 года назад

    really useful!!

  • @joshuafancher3111
    @joshuafancher3111 6 лет назад

    thanks

  • @arminemagumyan8409
    @arminemagumyan8409 5 лет назад +2

    Thanks, very helpful!

  • @yashkhandelwal8340
    @yashkhandelwal8340 6 лет назад +1

    Indeed a great video!!

  • @mplusm3883
    @mplusm3883 4 года назад +1

    Great video! Clear and concise very helpful !

  • @pv0315
    @pv0315 6 лет назад +1

    very nice and refreshing.

  • @jimdean4465
    @jimdean4465 4 года назад +3

    Solid pitch advice. Thumbs up from me.

  • @chuhanren8812
    @chuhanren8812 3 года назад +1

    Thank you! it's very helpful

  • @sophiart7704
    @sophiart7704 3 года назад +11

    Solid advice! Thanks so much for making this. In the future, I would be sure not to assume only guys are wanting to go into the industry--referring to "practice in front of your girlfriend" line.

  • @pranavsatbhai4489
    @pranavsatbhai4489 Год назад +1

    Whenever I am writing a stock pitch, there are times we fell short of the actual data that is needed to complete our analysis on that stock idea. In that case, can you please suggest a few methods to complete our analysis. Also, how can we convey these things to the interviewer.

  • @jayveequirequire4405
    @jayveequirequire4405 2 года назад

    Can we support our stock recommendation by presenting some technical analysis?

  • @judyl.7811
    @judyl.7811 2 месяца назад

    0:50 some actionable recommendation.

  • @smitmehta8914
    @smitmehta8914 5 лет назад

    Incredible 👍

  • @xmateo125x
    @xmateo125x 7 лет назад +7

    Hey great video man! I am a current senior and interviewing for a sell side ER associate position. Is it ok if i just focus on comparables and multiples instead of DCF analysis for the valuation portion? I have never actually run a dcf model before

    • @financekid3163
      @financekid3163  6 лет назад +9

      Hey really sorry I didn't reply to your comment earlier. I hope your interview went well. Either way, for future reference, it really depends on timing. In general, you should know how to build a DCF model because even if you wont get tested in the interview, it is essential to actually succeeding in ER. On the other hand, its tough to learn the week before an interview so drawing focus away from that and focusing on the comparables and multuplies analysis will hopefully hide the fact that you dont have experience in building DCFs. So yes, focus on the other analyses and dont make reference to any DCF valuation.

  • @0Fallen0
    @0Fallen0 Год назад

    10:29 but arent all the big companies that are covered by analysts and are followed closely has everything already priced in so isnt it less likely to have a correction? on the other hand, less covered companies or industries have potential market inefficiencies that could drive our price targets...

  • @newmercies1
    @newmercies1 3 года назад +10

    I will practice in front of my boyfriend ;)

  • @derek96913
    @derek96913 4 года назад +1

    So the risk is the tomato and lettuce

  • @michellezhu7875
    @michellezhu7875 5 лет назад +32

    It's a great video! Except 'Practice in front of your girlfriend' assumes that only guys would be watching this video haha

    • @M.R1429
      @M.R1429 2 года назад +2

      The girl may be gay?

  • @judyl.7811
    @judyl.7811 2 месяца назад

    0:35 common mistakes:
    - no final recommendations, unnecessary details, too long, pitch with no real data.
    should be 2 - 2.5 minutes.
    why is it undervalued?
    2:00 prepare 2-3 pitch ideas,