Pitch the Perfect Investment: The Essential Guide to Winning on Wall Street (Wiley Finance) BY PAUL D. SONKIN & PAUL JOHNSON

Pitch the Perfect Investment: The Essential Guide to Winning on Wall Street (Wiley Finance) BY PAUL D. SONKIN & PAUL JOHNSON

About the book

Pitch the Perfect Investment: The Essential Guide to Winning on Wall Street (Wiley Finance) is the ultimate survival guide for investors in analyzing securities and assets in their profession. Pitching an investment idea is a key factor in every professional trying to break into Wall Street. This book discusses the characteristics of a compelling investment idea and the right way to pitch it. 

Despite the fact that having the capability to pitch a good investment idea is an essential trait to learn when you are working in Wall Street, only a few have it. This is the primary reason why authors Sonkin and Johnson created this guide.

Review

The authors of the book made sure to focus on the perfect characteristics of a good investment idea and how to pitch it. In the book, they discussed investment hypotheses and how to prioritize areas that actually deliver in the returns. This is achievable with organized research and the right decision making.

This book is especially for those who find themselves struggling to actualize their investment pitch and work in the investment business. The book provides readers two main factors in pitching an investment. First, to combine investment theory in order to create the right analytical tools and secondly, to choose the security with the consideration of the funds he or she is pitching to. Also, the book shows how to create an organized and successful pitch.

About the Author

PAUL D. SONKIN has more than twenty-five years of experience in research on nano-cap companies. He is a portfolio manager at GAMCO Investors / Gabelli Funds. He previously worked at The Hummingbird Value Fund and the Tarsier Nanocap Value Fund for fourteen years under the same position. He received his MBA from Columbia University Graduate School of Business.

PAUL JOHNSON launched Nicusa Investment Advisors, which is an advisory firm that assists CEOs and the Board of Directors in dealing with financial and operational strategy, among others. He uses thirty-five years of his experience as an investment professional and twenty-five years as a professor in business to help in critical strategic issues. He earned a degree in Economics from the University of California, Berkeley, and received his MBA in Finance from the Executive Program at the Wharton School of the University of Pennsylvania.

Table of Contents

Preface

Introduction

Part 1: The Perfect Investment

Ch. 1 How to Value an Asset

Ch. 2 How to Value a Business

Ch. 3 How to Evaluate Competitive Advantage and Value Growth

Ch. 4 How to Think About a Security’s Intrinsic Value

Ch. 5 How to Think About Market Efficiency

Ch. 6 How to Think About the Wisdom of Crowds

Ch. 7 How to Think About Behavioral Finance

Ch. 8 How to Add Value Through Research

Ch. 9 How to Assess Risk

Part 2: The Perfect Pitch

Ch. 10 How to Select a Security

Ch. 11 How to Organize the Content of the Message

Ch. 12 How to Deliver the Message

Acknowledgments

Art Acknowledgments

About the Authors Index

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