I disagree on the anti PowerPoint regime. Structuring thoughts into a clear executive level presentation helps distill thesis to core points. It also serves as a “document” an analyst can be held to &hold themselves to regarding the key drivers/catalysts & valuation assumptions
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I fail to see how a point-form report fails to achieve this, saving time and effort in the process.
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You need a PowerPoint though to build your thesis and provide background analysis in appendix. No way to be convincing in one A4. Just look at the size of short write ups on VIC. Highly recommend to read Pitch the Perfect investment by
@paulsonkin and Paul E Johnson! -
We shall agree to disagree my friend :-)
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Are you hiring?
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Haha, maybe one day!
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