Stock Pitch Builder
Turn research into a pitch with a variant perception, not a book report.
Seat
ER/HF
Level
Analyst / Associate
Runtime
~45 min
Output
Pitch architecture: thesis, variant view, valuation, catalysts, risks
What this helps you accomplish
Structure a long or short pitch the way buy-side interviewers and PMs actually evaluate them: what the market believes, what you believe differently and why, what it’s worth if you’re right, and what proves you wrong.
Delegate · Verify · Decide
The core L3VLUP principle: AI output is never automatically correct. Know what to hand off, what to check, and what only you can own.
Delegate
AI is good enough to do this.
- • Summarising consensus estimates and sell-side positioning
- • Compiling the evidence base with sources
- • Building the valuation scenarios from your assumptions
- • Drafting the structured pitch from your inputs
Verify
AI accelerates you here, but a professional checks the work.
- • Consensus numbers are current, not stale
- • Evidence actually supports the variant claim — check each link in the chain
- • Valuation math foots; probabilities are yours, not invented
Decide
Judgment the human owns. This is the skill.
- • The variant perception itself — this is the pitch
- • The probabilities on bull/bear/base
- • What kill criteria you’ll actually honour
Inputs required
- Ticker and direction (long/short) if decided
- Your research so far — notes, model, or nothing yet
- Format target: 2-minute verbal, 1-pager or full memo
The workflow
- 1
State consensus
What does the market believe? If you can’t articulate the other side, you don’t have a pitch yet.
- 2
Articulate the variant view
"The market thinks X. I think Y because Z." Z must be evidence, not vibes.
- 3
Quantify the skew
Target price if right, downside if wrong, rough probabilities. A pitch without asymmetry is a coin flip.
- 4
Date the catalysts
What makes the market agree with you, and when? "It’s cheap" is not a catalyst.
- 5
Define the kill criteria
What evidence would make you exit? Deciding this before pitching is what separates process from hope.
- 6
Compress to format
The 2-minute version leads with the variant view and the skew. Cut everything that doesn’t support them.
Run this skill
Any listed company, anywhere. Ticker or name.
Quality checklist
The output isn’t done until every box ticks.
- Variant view stated in one sentence
- Risk/reward quantified with at least 2:1 skew or an explicit reason
- Every catalyst has a date or window
- Kill criteria are specific and observable