How to pitch a stock (equity research)

How to communicate ideas effectively to clients, analysts / PMs, and future employers. Upgrade your investing: 🎓 Stock Investor Accelerator Program → https://learn.henrychien.com/SIA-website 📙 Better Investment Decisions → https://henrychien.com/book/ 📽️ Free Masterclass – 3 secrets of professional investors → https://henrychien.krtra.com/t/uUAlHB... 🔧 Financial Model Updater → https://www.financialmodelupdater.com Discount links: 📈 Get 20% off a Koyfin Subscription → https://www.koyfin.com/affiliate/koyf... Download the stock pitch guidelines PDF here: https://learn.henrychien.com/stock-pi... 00:00 Introduction 00:37 Know your audience 01:39 Tell the investor what to do 04:11 Get them excited (with numbers) 07:02 Contrast your view with market expectations 10:47 Tips for a pitch 11:43 Wrap up More videos: The Only Fundamental Analysis Video You Will Ever Need... (Full Course: Beginner to Advanced)    • The Only Fundamental Analysis Video You Wi...   STOCK ANALYST EXPLAINS: How to Read Financial Statements    • STOCK ANALYST EXPLAINS: How to Read Financ...   BIO: Henry Chien was an analyst on the award-winning Business Services equity research team at BMO. His clients included the world’s largest hedge funds and asset managers, including JP Morgan, Point72, Citadel, and Bank of Montreal. As a research analyst, he recommended one of the top ten highest-returning investments (MSCI, +711%) in the S&P 500 between 2016 and 2021. His research has been highlighted in globally respected periodicals, including The Financial Times, Barron’s, and Institutional Investor. He is a CFA charterholder and a graduate of Brown University. If you have questions regarding any of the educational material above, then email us at [email protected] 🌎 Connect with me: My website - https://henrychien.com Twitter - https://x.com/HenryChien4 Linkedin -   / chienhenry   DISCLAIMERS & DISCLOSURES This content is for informational and educational purposes only and does not constitute financial or investment advice of any kind and does not establish any kind of professional-client relationship. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Terms & Conditions apply: https://henrychien.com/terms-and-cond...