Stock Pitch Template & Examples
A stock pitch is how you prove you can think like an investor. This guide gives you the exact framework top hedge funds want to see, plus five fully-written example pitches across different sectors and strategies. Whether you're long, short, or event-driven—this is how you stand out.
Look Inside
Who This Is For
What You Get
- The 6-part pitch structure that top funds expect
- How to develop a real variant perception (not fake edge)
- Catalyst identification and timeline mapping
- Valuation: triangulating comps, DCF, and sum-of-parts
- Risk/reward framing that shows investment judgment
- 5 complete example pitches with detailed commentary
- Pitch deck template (PowerPoint)
- Common mistakes that kill pitches
Sample Excerpt
"A strong pitch follows six parts: (1) One-sentence thesis with price target, (2) Business overview in 60 seconds, (3) Variant perception—what you see that consensus misses, (4) Catalysts with timeframes, (5) Valuation support, (6) Risks and why they're manageable..."
Frequently Asked Questions
What Readers Say
"The headhunter section alone was worth it. I had no idea CPI asks paper LBOs in their initial calls. This intel saved me from bombing my first impression."
— GS TMT Analyst, Class of 2024
"Finally, advice that isn't 'network and grind technicals.' The bank-to-fund pipeline data helped me target the right groups for lateral moves."
— MM IB Associate → UMM PE
"Coming from MBB, I thought I knew how to prep. The 'Why PE' framework completely changed my story. Got offers from two megafunds."
— Ex-McKinsey → Megafund Associate
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