Pitch The Perfect Investment: The Essential Guide To Winning On Wall Street

Pitching the Perfect Investment + Website will present a two-step process: 1) finding the perfect investment; and 2) crafting the perfect pitch. It presents world-class insights into search strategy, data collection and research, securities analysis, risk assessment and management, combined with the use of critical thinking, to uncover the perfect opportunity for professional analysts, sophisticated private investors and ambitious young analysts as well as mergers and acquisition specialists advising clients, financial consultants and corporate financial analysis teams. Pitching draws from the disciplines of psychology, argumentation and informal logic. It instructs the investor analysts of all types how to craft this perfect investment into the perfect pitch. Pitching an investment is an essential skill to securing and then excelling at your job on Wall Street.

In this book:

• The money manager will learn how to analyze and pitch ideas to potential investors in order to get them to invest in his or her fund.
• The analyst will learn how to source, analyze, value and pitch a compelling stock idea to their superiors in order to advance their careers.
• The banker will learn how to pitch acquisition ideas to senior executives and corporate clients to win business.
• The C-level executive of a public or private company will learn how to pitch his company to existing and potential investors.
• The salesperson will learn how to analyze and pitch a compelling idea to clients.
• The sophisticated or enterprising individual investor will learn how to source, analyze and value investment ideas to make money.
• The student will learn how to source, analyze, value and pitch a compelling stock idea in order to secure a job on Wall Street.

This is an essential skill for the ambitious young investment analyst looking to begin a career on Wall Street as well as the seasoned veteran discussing an idea on CNBC, and every investor in-between.

PAUL D. SONKIN is an analyst and portfolio manager at Gabelli Funds and previously spent 14 years at the helm of The Hummingbird Value Fund. For 16 years he was an adjunct professor at Columbia Business School and is coauthor of Value Investing: From Graham to Buffett and Beyond.

PAUL JOHNSON runs Nicusa Investment Advisors and is an Adjunct Professor at Columbia Business School and the Gabelli School of Business at Fordham University. He is a contributing annotator to The Most Important Thing Illuminated (by Howard Marks), co-author of The Gorilla Game, and a contributing author to Columbia Business School: A Century of Ideas.