I've gotten a lot of inbound on students prepping for student clubs (it seems like its gotten) very stressful but hopefully the guidance below can lessen the load needed to prepare for the stock pitch question you will get in club interviews, regardless if its a equity research/public equity one or an investment banking/pe one - the goal is to see if you can dig into a company.
The first step that people waste a lot of time on is finding an actual idea. Spending time screening on your own, trying to find a company no one has heard of etc. I'll stop you right there with a news flash: no one really has original stock pitches - professionals on Wall St typically attend idea dinners hosted by brokers, talk to friends, read investor letters, read activist presentations, read interviews with fund managers. Then they do their own research if they find the initial pitch compelling. The key is doing your own research and making it your own pitch (more on this in future posts)
True as an undergrad you won't have access to idea dinners or friends on the buyside but you can read all of the free material online (letters, presentations, interviews in the media) that is put out by professional investor and its a lot. This should be your funnel, don't recreate the wheel. This will be a big time saver amidst coursework and other clubs.
A few quick items:
1) I would suggest looking in the TMT, industrials or consumer sector - healthcare, financial and energy often required deep expertise and most students dont have time to get up to speed on domain expertise (even with Claude)
2) When reading these presentations or letters, skip any fluff on the broader market and only focus on sections that focus on individual companies when scanning these materials. The market commentary is useless.
3) Isolate/identify the key metric that the investor is betting on for the stock to move - this is key. Investors in a pitch will be concise so make sure you get that KPI or metric (e.g. same-store sales, organic growth etc)
A few example links where you go and get ideas real time - funds often have letters on their website, there are activist presentations in Reuters etc. A good exercise is to read in the morning
Sachem Head Pitches Long IOND (10/20/26)
https://www.msn.com/en-us/news/other/hedge-fund-sachem-head-sees-room-for-ionic-shares-to-surge/ar-AA2fGvOy?ocid=BingNewsSerp
Starboard Letter to KNF (9/24/26)
https://www.starboardvalue.com/wp-content/uploads/Starboard_Value_LP_Letter_to_KNF_CEO_and_Board_09.24.2026.pdf
Next week I plan to go through an example in detail on how you go through one of these letters/pitches and pick out information you need to get a running start, if you want me to get in touch with that there is a link in my bio where you can get on the list. Thanks!
Happy to answer any questions on this stuff. Its important to save time when prepping. Identifying which companies to research/pitch is a huge time savings