If I had a large fund with several analysts, I would instruct them to do three things: 1. Sit on your ass and read. 2. Write a point-form report when convinced of an idea with unusual merit. 3. For God’s sake, no PowerPoint or verbal presentations.
I fail to see how a point-form report fails to achieve this, saving time and effort in the process.
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I would find it difficult to showcase sensitivities & scenario analysis in a simple point form. Maybe it’s something I can improve on.
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And maybe you might be most efficient at showcasing through images! I probably have a bias towards the written word. In my mind, PPT is for great for selling and promoting, and unnecessary for identifying, explaining, and managing sound investments.
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