HF InterviewTechnical
Pitch me a stock
Lay out a concise, variant thesis with catalysts, valuation, and downside protection.
Direct answer
Present a differentiated long or short idea with a crisp thesis, valuation support, catalysts, and risk management.
Step-by-step
Walk through the structured answer
1
State the variant view
Define the mispricing vs. consensus and whether it’s a long or short; keep it to one or two sharp points.
2
Support with drivers and numbers
Show revenue/earnings drivers, key metrics, and valuation (DCF, multiples, or SOTP) that back the thesis.
3
Catalysts and timing
List near-term events (earnings, product launches, divestitures) that unlock the valuation gap.
4
Risks and plan
Name the top risks, how you’d monitor them, and risk controls (position sizing, stops, hedges).
Pitfalls to avoid
- Giving a generic industry overview instead of a differentiated take.
- Ignoring liquidity, borrow availability, or risk sizing for shorts.
- Skipping a clear valuation anchor or relying only on comps.
Follow-up angles
- How would the thesis change if rates move 100 bps?
- What makes this catalyst credible?
- How do you size this position in a portfolio?
Related questions
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