How to win a stock pitch competition | lessons from an Ira Sohn winner
About this episode
Andrew Walker shares insights on winning stock pitch competitions, emphasizing the importance of tailoring pitches to judges and contest rules.
School is starting, which means a dozen college and MBA teams are about to email me asking how to win their stock pitch competition. So I made the answer. The core of it: a pitch is a game, and most people lose it before they open their mouth by picking an idea that does not fit the contest rules or the judges in the room. From there it is three things. Design the pitch for the timeframe the contest actually asks for and for the people judging it, because what wins with a concentrated-book judge is not what wins with a pod shop. Lead with the one thing only you know, not a sell side price target or a multiple that has compressed. And make your bull case the base case instead of hedging yourself into a 15% price target that reads as average. Then the three traps I see every single year: burning five slides on a DCF nobody will ask about, drowning the room in risk factors, and death by background. I also walk through the La Quinta pitch that won me Ira Sohn in 2018, and why the CSL and DoorDash teams at the Pershing Square Challenge won on legwork rather than modeling. Fair warning: I had AI build the slides, so do not hold the exact wording on any of them against me. If you are…
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