Pitch the Perfect Investment: The Essential Guide to Winning on Wall Street (Wiley Finance)

**Please visit our "teaser" website at pitchtheperfectinvestment.com to download an advance chapter and sign-up for email updates** Investors who succeed on Wall Street spend their career analyzing companies, and honing and refining their investment strategies. But they had to start somewhere. Training for research analysts is basically non­existent on Wall Street resulting in a "baptism by fire" that forces the new analyst to develop expertise on their own through an agonizing process of trial and error. To overcome this deficiency, Sonkin and Johnson have written the ultimate "survival" guide for someone embarking on a career as an investment professional. Arnie Ursaner, a sell side veteran, who retired after 43-years on Wall Street said, "I wish I had this book when I started in the business. I re­member my early days being characterized by a lot of hits and misses. This book provides valuable short­cuts to experience more hits and fewer misses." The single most important element in survival is having knowledge, as knowledge dispels fear, and on Wall Street, fortune favors the prepared mind. Pitch the Perfect Investment accelerates the learning process, giving the college or MBA student the edge they need to succeed, whether they are pitch­ing a stock idea in a job interview, in a stock pitch competition, or for a student-run investment fund. Echoing this sentiment, Aswath Damodaran, a prolific author of over 20 books on valuation and a professor at New York University, said, "...this is a book that most of my students would have loved to have had before their first interview and job." Sonkin and Johnson also seek to push the open-minded, seasoned investment professional out of their comfort zone and challenge them to think about familiar concepts differently. In an industry where even the most successful veterans must worry about younger managers snapping at their heels, Pitch the Perfect Investment equips the Chief Investment Officer and Director of Research with new tools, enabling them to tighten their analytical process and signifi­cantly improve communication and efficiency throughout their organization. As noted by Geoffrey Moore, author of several highly-acclaimed strate­gy books in the technology industry, "Much heartache will be avoided and faster decisions will be reached by any organization that adopts Sonkin and Johnson's recommendations."Nicholas Galluccio, CEO of Teton Advisors, added, "In this era of hyper-competition on Wall Street, active portfolio management is under attack by ETFs and passive investment vehicles. In this new environment, beating the market is even more essential to the active portfolio man­ager and even the smallest edge can make the difference between success and failure. Pitch the Perfect Investment will give the professional inves­tor that edge." No other single resource will provide students, money managers, analysts, bankers, executives, salespeople, and individual investors with a faster way to improve their performance. Pitch the Per­fect Investment is the essential guide to winning on Wall Street. **Questions?** Email info@pitchtheperfectinvestment.com Whether you work at a money management firm, hedge fund, investment bank, or private equity firm, the ability to pitch a compelling investment idea determines not only your bonus, but your success on Wall Street. If you dont have a great investment idea, there is nothing to pitch. If you have a great idea but cannot communicate it, your pitch will fall on deaf ears. As said by Nicholas Galluccio, CEO of Teton Advisors, To the active portfolio manager, beating the market is essential. Its refreshing to read a book that stresses the importance of fundamental research in stock analysis, especially when active portfolio management is under attack by ETFs and passive investment vehicles. Given this intense pressure, managers are desperate for good investment ideas and look to analysts to provide them. Pitch the Perfect Investment shows the reader how to satisfy this need by developing the perfect investment and crafting it into the perfect pitch. Although these skills are so essential, they are rarely taught on Wall Street. As a result, analysts are forced to develop this expertise on their own through an agonizing process of trial and error. Pitch the Perfect Investment provides the tools to significantly accelerate this learning process. In this era of hyper-competition on Wall Street, even the smallest edge can make the difference between success and failure. Arnie Ursaner, a 43-year Wall Street sell side veteran said, I wish I had this book when I started in the business. I remember my early days being characterized by a lot of hits and misses. Sonkin and Johnson provide the newcomer with valuable shortcuts so they can experience more hits and fewer misses. In an increasingly competitive job market, the stakes are also extremely high. The book gives the college or MBA student the edge they need to succeed, whether they are pitching a stock idea in a job interview, in a stock pitch competition, or for a student-run investment fund. Pitch the Perfect Investment accelerates the learning process of the recent college or MBA graduate who is embarking on their career on Wall Street by giving them most of what they need to know in a single book. Echoing this sentiment, Aswath Damodaran, a prolific author of over 20 books on valuation and a professor at New York University, said, this is a book that most of my students would have loved to have had before their first interview and job. Sonkin and Johnson also seek to push the open-minded, seasoned investment professional out of their comfort zone to think about familiar concepts differently. In an industry where even the most successful veterans must worry about younger managers snapping at their heels, the authors provide tools to augment and improve their investment process. Pitch the Perfect Investment equips the Chief Investment Officer and Research Director with new tools, enabling them to tighten their analytical process and significantly improve communication and efficiency throughout their organization. As said by Geoffrey Moore, author of several highly-acclaimed strategy books in the technology industry, Much heartache will be avoided and faster decisions will be reached by any organization that adopts these recommendations. Questions? Email psonkin@pitchtheperfectinvestment.com Learn The Overlooked Skill That Is Essential To Wall Street Success Pitch The Perfect Investment Combines Investment Analysis With Persuasion And Sales To Teach You The Soft Skill So Crucial To Success In The Financial Markets. Written By The Leading Authorities In Investment Pitching, This Book Shows You How To Develop And Exploit The Essential, Career-advancing Skill Of Pitching Value-creating Ideas To Win Over Clients And Investors. You'll Gain World-class Insight Into Search Strategy, Data Collection And Research, Securities Analysis, And Risk Assessment And Management To Help You Uncover The Perfect Opportunity; You'll Then Strengthen Your Critical Thinking Skills And Draw On Psychology, Argumentation, And Informal Logic To Craft The Perfect Pitch To Showcase Your Perfect Idea. The Ability To Effectively Pitch An Investment Is Essential To Securing A Job On Wall Street, Where It Immediately Becomes A Fundamental Part Of Day-to-day Business. This Book Gives You In-depth Training Along With Access To Complete Online Ancillaries And Case Studies So You Can Master The Little Skill That Makes A Big Difference. It Doesn't Matter How Great Your Investment Ideas Are If You Can't Convince Anyone To Actually Invest. Ideas Must Come To Fruition To Be Truly Great, And This Book Gives You The Tools And Understanding You Need To Get It Done. Persuade Potential Investors, Clients, Executives, And Employers Source, Analyze, Value, And Pitch Your Ideas For Stocks And Acquisitions Get Hired, Make Money, Expand Your Company, And Win Business Craft The Perfect Investment Into The Perfect Pitch Money Managers, Analysts, Bankers, Executives, Salespeople, Students, And Individual Investors Alike Stand To Gain Massively By Employing The Techniques Discussed Here. If You're Serious About Success And Ready To Start Moving Up, Pitch The Perfect Investment Shows You How To Make It Happen-- This Book Combines Investment Analysis With Persuasion And Sales To Teach You The Soft Skill So Crucial To Success In The Financial Markets. Written By The Leading Authorities In Investment Pitching, This Book Shows You How To Develop And Exploit The Essential, Career-advancing Skill Of Pitching Value-creating Ideas To Win Over Clients And Investors-- Paul D. Sonkin And Paul Johnson. Includes Bibliographical References And Index. "This book combines investment analysis with persuasion and sales to teach you the "soft skill" so crucial to success in the financial markets. Written by the leading authorities in investment pitching, this book shows you how to develop and exploit the essential, career-advancing skill of pitching value-creating ideas to win over clients and investors"--;"Learn the overlooked skill that is essential to Wall Street success Pitch the Perfect Investment combines investment analysis with persuasion and sales to teach you the "soft skill" so crucial to success in the financial markets. Written by the leading authorities in investment pitching, this book shows you how to develop and exploit the essential, career-advancing skill of pitching value-creating ideas to win over clients and investors. You'll gain world-class insight into search strategy, data collection and research, securities analysis, and risk assessment and management to help you uncover the perfect opportunity; you'll then strengthen your critical thinking skills and draw on psychology, argumentation, and informal logic to craft the perfect pitch to showcase your perfect idea. The ability to effectively pitch an investment is essential to securing a job on Wall Street, where it immediately becomes a fundamental part of day-to-day business. This book gives you in-depth training along with access to complete online ancillaries and case studies so you can master the little skill that makes a big difference. It doesn't matter how great your investment ideas are if you can't convince anyone to actually invest. Ideas must come to fruition to be truly great, and this book gives you the tools and understanding you need to get it done. Persuade potential investors, clients, executives, and employers Source, analyze, value, and pitch your ideas for stocks and acquisitions Get hired, make money, expand your company, and win business Craft the perfect investment into the perfect pitch Money managers, analysts, bankers, executives, salespeople, students, and individual investors alike stand to gain massively by employing the techniques discussed here. If you're serious about success and ready to start moving up, Pitch the Perfect Investment shows you how to make it happen"-- Learn the overlooked skill that is essential to Wall Street success

Pitch the Perfect Investment combines investment analysis with persuasion and sales to teach you the "soft skill" so crucial to success in the financial markets. Written by the leading authorities in investment pitching, this book shows you how to develop and exploit the essential, career-advancing skill of pitching value-creating ideas to win over clients and investors. You'll gain world-class insight into search strategy, data collection and research, securities analysis, and risk assessment and management to help you uncover the perfect opportunity; you'll then strengthen your critical thinking skills and draw on psychology, argumentation, and informal logic to craft the perfect pitch to showcase your perfect idea. The ability to effectively pitch an investment is essential to securing a job on Wall Street, where it immediately becomes a fundamental part of day-to-day business. This book gives you in-depth training along with access to complete online ancillaries and case studies so you can master the little skill that makes a big difference.

It doesn't matter how great your investment ideas are if you can't convince anyone to actually invest. Ideas must come to fruition to be truly great, and this book gives you the tools and understanding you need to get it done.

• Persuade potential investors, clients, executives, and employers
• Source, analyze, value, and pitch your ideas for stocks and acquisitions
• Get hired, make money, expand your company, and win business
• Craft the perfect investment into the perfect pitch

Money managers, analysts, bankers, executives, salespeople, students, and individual investors alike stand to gain massively by employing the techniques discussed here. If you're serious about success and ready to start moving up, Pitch the Perfect Investment shows you how to make it happen. "Learn the overlooked skill that is essential to Wall Street success Pitch the Perfect Investment combines investment analysis with persuasion and sales to teach you the "soft skill" so crucial to success in the financial markets. Written by the leading authorities in investment pitching, this book shows you how to develop and exploit the essential, career-advancing skill of pitching value-creating ideas to win over clients and investors. You'll gain world-class insight into search strategy, data collection and research, securities analysis, and risk assessment and management to help you uncover the perfect opportunity; you'll then strengthen your critical thinking skills and draw on psychology, argumentation, and informal logic to craft the perfect pitch to showcase your perfect idea. The ability to effectively pitch an investment is essential to securing a job on Wall Street, where it immediately becomes a fundamental part of day-to-day business. This book gives you in-depth training along with access to complete online ancillaries and case studies so you can master the little skill that makes a big difference. It doesn't matter how great your investment ideas are if you can't convince anyone to actually invest. Ideas must come to fruition to be truly great, and this book gives you the tools and understanding you need to get it done. Persuade potential investors, clients, executives, and employers Source, analyze, value, and pitch your ideas for stocks and acquisitions Get hired, make money, expand your company, and win business Craft the perfect investment into the perfect pitch Money managers, analysts, bankers, executives, salespeople, students, and individual investors alike stand to gain massively by employing the techniques discussed here. If you're serious about success and ready to start moving up, Pitch the Perfect Investment shows you how to make it happen"-- Provided by publisher CONTENTS Preface Introduction Part I: The Perfect Investment: How to... Chapter 1: ...Value an Asset Chapter 2: ... Value a Business Chapter 3: ...Think about Competitive Advantage and Valuing Growth Chapter 4: ...Value a Security Chapter 5: ...Think about Market Efficiency Chapter 6: ...Think about the Wisdom of Crowds Chapter 7: ...Think about Behavioral Finance Chapter 8: ...Add Value through Research Chapter 9: ...Assess Risk Part II: The Perfect Pitch: How to... Chapter 10: ...Select a Security Chapter 11: ...Organize the Content Chapter 12: ...Deliver the Message Afterword Acknowledgments About the Authors Index