Pitching and Analyzing Stocks Like a World-Class Analyst

Structure, communication, bull/bear debate, consensus, sentiment, risk/reward

The thought process, structure and communication of great analysts is often the result of great training and resources. Unfortunately, that’s not available to everyone.

In this write-up, we will write a sample pitch of AAPL. The key building blocks of communication and structure can be replicated for almost any vertical ahead of the upcoming earnings season or for a pitch if you are preparing to impress at an interview. This is representative of the work at top funds in the market-neutral fundamental long/short world but is still an immensely helpful framework for longer-term horizons too.

For detailed modeling of key drivers for AAPL, forecasting frameworks and more, watch at phoenixlearning.io. Here our focus will be on how to think about the company / stock and what clear pitch & communication look like.