[Industry] Holdings Update

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Presentation transcript:

[Industry] Holdings Update [Presenter]

Holdings Performance Stock Price Purchase Price Total Return Annualized Return Pitch Date [Ticker 1] $XX.XX >0.00% MM.DD.YYYY [Ticker 2] <0.00% [Ticker 3] [Ticker 4] As of market close on MM.DD.YYYY

Get graph of last 4 quarters from Yahoo Finance [Ticker 1] Notable News: Link: Acquisition? PR? New product? Link: Accounting changes (i.e. R&D expansion)? Buybacks? JVs? New management? Link: Most recent earnings, beat or miss? Projected year-end price: [Analyst consensus, DCF only gives you current valuation] Get graph of last 4 quarters from Yahoo Finance

Get graph of last 4 quarters from Yahoo Finance [Ticker 2] Notable News: Link: Acquisition? PR? New product? Link: Accounting changes (i.e. R&D expansion)? Buybacks? JVs? New management? Link: Most recent earnings, beat or miss? Projected year-end price: [Analyst consensus, DCF only gives you current valuation] Get graph of last 4 quarters from Yahoo Finance

Get graph of last 4 quarters from Yahoo Finance [Ticker 3] Notable News: Link: Acquisition? PR? New product? Link: Accounting changes (i.e. R&D expansion)? Buybacks? JVs? New management? Link: Most recent earnings, beat or miss? Projected year-end price: [Analyst consensus, DCF only gives you current valuation] Get graph of last 4 quarters from Yahoo Finance

Get graph of last 4 quarters from Yahoo Finance [Ticker 4] Notable News: Link: Acquisition? PR? New product? Link: Accounting changes (i.e. R&D expansion)? Buybacks? JVs? New management? Link: Most recent earnings, beat or miss? Projected year-end price: [Analyst consensus, DCF only gives you current valuation] Get graph of last 4 quarters from Yahoo Finance

DCF Analyses [Link to 1st DCF] [Link to 2nd DCF] [Link to 3rd DCF] [Link to 4th DCF]