1. [Industry] Holdings Update
[Presenter]

2. 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

3. 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

4. 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

5. 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

6. 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

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