How to Pitch a Bank Stock (Shawbrook)

In this tutorial, you’ll learn how to think about a bank stock pitch for a financial institutions group (FIG), including the valuation, operational scenarios, catalysts, risk factors, and the story behind the company and industry. You’ll also get a full 32-page example of a hedge fund/asset management stock pitch for a commercial bank (Shawbrook in the U.K.).

Please see this link for all the files, the textual explanation, and more:

mergersandinquisitions.com/bank-stock-pitch/

Table of Contents:

2:42 Part 1: The “Story” of the Company and the Industry

7:46 Part 2: The Structure and Scenarios

14:42 Part 3: Financial Modeling Challenges

18:14 Part 4: How to Make an Investment Decision

22:56 Part 5: Why This Recommendation Was Correct

24:23 Recap and Summary

Please see this link for all the files, the textual explanation, and more:

mergersandinquisitions.com/bank-stock-pitch/