How to Pick Companies to Pitch in Hedge Fund and Private Equity Case Studies in 5 Simple Steps

6 Comments | Hedge Funds & Asset Management - Interviews & Case Studies

Hedge Fund Case Studies How to Pick CompaniesSome decisions in life deserve serious, thoughtful contemplation.

Other times, you have to make a split-second decision and live with the consequences.

Picking companies to pitch in hedge fund and private equity case studies falls somewhere in the middle.

If you already have a few companies in mind, you need to decide on one quickly – but if you have no clue where to start, then you need more time to consider your options…

…but not too much time, or you’ll never finish the case study.

But it’s also tricky because a company that’s good to invest in (in real life) is NOT necessarily good to use in a case study or stock pitch.

To illustrate how this process works, I’m going to walk you through how we decided on one of the companies in our main valuation case studyJazz Pharmaceuticals – and why we rejected dozens of other candidates in the process.

By the end, you’ll have a 5-step process you can use to select companies for your case studies in any industry:

The Punch Line

How to Prepare an Oil & Gas Stock Pitch – and Prevent Disaster When It Goes Wrong

19 Comments | Hedge Funds & Asset Management - Interviews & Case Studies, Industry-Specific Financial Modeling

Oil & Gas Stock PitchThe stock pitch.

It might just be the most critical part of any hedge fund or asset management interview…

And we ran an entire series on how to construct and present your own stock pitches last year.

As an added bonus, there was an exceptional interview with one reader on oil & gas modeling case studies and stock pitches, where he explained how he moved from a large bank to a top energy fund.

Just one problem: I couldn’t share any of the models or documents back then.

That changes today.

I’m going to share with you a complex NAV model for an oil & gas company, plus a detailed 20-page stock pitch that were “inspired” by that previous interview.

Even if you sign up for every single in-person oil & gas training program and buy every single oil & gas book on Amazon.com, you will not be able to find anything like this.

Keep reading, though, and it’s yours for free.

You’ll also learn why even a well-researched and extremely in-depth stock pitch can be completely wrong and what to do when that happens.

The Video, the Tutorial, and the NAV Model

You can get all the documents and the video walk-through of the stock pitch right here:

What Happens If You Start Your Own Hedge Fund and It Doesn’t Work Out?

25 Comments | Hedge Funds & Asset Management - How to Start Your Own Hedge Fund

Starting Your Own Hedge Fund: Failure and Exit OpportunitiesWe’re back today with the conclusion of this series on how to start your own hedge fund.

When you’re presenting a stock pitch in interviews, one common mistake is failing to address the downside risks and how you might hedge yourself.

And the same is true when starting your own fund or your own company: everyone likes to watch The Social Network and pretend they’ll be the next Mark Zuckerberg, but 90% of start-ups fail within the first 5 years.

With hedge funds, that failure rate is 80% in the first year alone.

So here’s what happens when your own fund doesn’t quite work out – from what you do next to the toll it takes on your body, family, and bank account.

This is my favorite part of the entire series because it addresses the human side of a profession that most people mistakenly believe is completely driven by numbers:

Fund Mergers & Acquisitions: The Right Way to Exit?