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Learn/The pitch, in depth
LearnThe pitch, in depth

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B Basic

  • Building a long thesis9m
  • Variant perception: what the price assumesPro9m
  • Catalysts and timingPro8m
  • Building a short thesisPro10m

A Advanced

  • Valuation for the pitch: three cases and the skewPro11m
  • Sizing and hedging the ideaPro10m
  • The two minute and the ten minute pitchPro9m
  • Handling pushbackPro10m
  • FlashcardsPro0/17
  • Basic quizPro80% passes
  • Advanced quizPro80% passes
  • Terms

Catalysts and timing

A catalyst is what makes the market change its mind. Hard catalysts have dates; soft ones build over quarters. Either way, time costs return, and the interviewer will ask what happens if nothing happens.

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