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Learn/The long-only research process and pitch
LearnThe long-only research process and pitch

0 of 7 lessons, sign in to save

B Basic

  • Finding ideas9m
  • Competitive advantage with evidencePro10m
  • Management, governance, and incentivesPro9m

A Advanced

  • The variant viewPro10m
  • Scenarios and expected valuePro10m
  • Writing and delivering the pitchPro10m
  • Monitoring, selling, and stewardshipPro10m
  • FlashcardsPro0/20
  • Basic quizPro80% passes
  • Advanced quizPro80% passes
  • Terms

Writing and delivering the pitch

The pitch is a memo for the portfolio manager and a two minute answer in an interview. Both lead with the call, show the edge, state the risk, and say how much to own.

This lesson is Pro

All 7 lessons in The long-only research process and pitch, with checks as you read, two quizzes, and flashcards.

The first lesson of every track stays free.

Read the free first lesson

7 days of Pro. No card, nothing to cancel.