Template Overview
• This is a basic template for your stock pitch presentation.
• You should adhere to this format and structure, and
supplement where appropriate.
• Please read the Investment Competition Guidelines are
important details to keep in mind regarding the competition.
• Please read the Investment Competition Resources document
for recommendations on your pitch presentation and the
delivery, as well as a link to examples of stock pitches.
• Your presentation should be 20-30 slides long and you should
expect to speak for 15 minutes and have 10 minutes of Q&A
• In general, you want to keep the slides clear and to the point.
Focus on the key points and use charts and graphs to
demonstrate your points.
• Plan to elaborate in more detail in the actual pitch.
• Good luck and have fun!
smartwomansecurities
Date
Company Name (Ticker)
Team Names
School
“Company Name”
Overview
Snapshot of Stock Pitch
• Introduce your stock pitch
– Include the company name, ticker, brief
description,12 month target price, and % upside
from most recent closing price.
– Display it in outline form with potentially including a
stock chart.
– When you explain it to the judges, you want to
describe it.
o For example, we have a buy recommendation on Chipotle
Mesquite Grill, ticker CMG, the growing fast casual restaurant
with a price target of $150, a 40% upside from yesterday’s
close.
Investment Thesis
• State 3-4 reasons why it is a buy.
– Focus on the 3-4 key reasons that are the most
important reasons it is a buy.
– The last reason should always be related to valuation.
– For example:
1. Highest return on invested capital at 20% in the restaurant
space due to strong and defensive unit economics.
2. 5% margin expansion over the next year from changes in
sales mix.
3. Undervalued at 10x price to earnings, whereas competitors
are trading at 15x.
Company/Industry Overview
• Explain the important factors about the
company and/or industry
• Include attractive points about the:
–
–
–
–
–
–
Business Model
Market Share
Growth Potential
Economic Moat
Expansion
Anything else that is important
• This may take up several slides and you
should include charts and or graphs
• Don’t explain every point about the company
and industry. Keep it to the important ones.
Company/Industry Overview
• Continued
Company/Industry Overview
• Continued
Investment Details
Explanation of Reason #1
• Now you want to go into more detail
on your investment reasons.
• Spend 3-4 slides on each investment
reason.
• Explain the key points and include
graphs/charts where they’re helpful.
• Don’t write everything on the slides –
focus on the key points and explain
more during the pitch.
Explanation of Reason #1
• Continued
Explanation of Reason #1
• Continued
Explanation of Reason #1
• Continued
Explanation of Reason #2
• Now move on to your second reason.
• Remember to keep it to the point and
support your reasoning with facts,
charts, and graphs.
Explanation of Reason #2
• Continued
Explanation of Reason #2
• Continued
Explanation of Reason #2
• Continued
Explanation of Reason #3
• Now move on to your third reason.
• Remember to keep it to the point and
support your reasoning with facts,
charts, and graphs.
• If this is your last reason, it should be
something about valuation.
• Why is the stock cheap and why
should you buy it now?
• If not your last reason, put valuation
info in reason #4
Explanation of Reason #3
• Continued
Explanation of Reason #3
• Continued
Explanation of Reason #3
• Continued
Explanation of Reason #3
• Continued
Explanation of Reason #4
• If you have 4 reasons, include info on
your last one here.
• Keep it to the point, and remember
the last reason should always be on
valuation.
Investment Risks
• This section is optional, but some
teams like to address the top
investment risks.
• If you include this section, you should
write the risks on the slide
• You also want to make sure to offer up
your opinion on them and why they
don’t threaten your investment thesis.
Recap
• Here you want to tell them what you
told them, so again tell them the 3-4
reasons the stock is a buy.
• Keep this to 1 slide.
Q&A
• You don’t need any slides for the Q&A,
but some teams like to have an
appendix section with graphs and
charts that might be helpful if they are
likely to come in Q&A.
• You should think through what the
“expected” questions will be given the
issues you discuss, others that are
important, and any other points that
might be good to discuss.