presented a stock pitch to my investment club and forgot my entire thesis mid sentence
u/Sheru_Dogesh ·
Reddit — r/stocks
· April 27, 2026 at 17:09
· ⬆ 22 pts
· 💬 25 comments
| View on Reddit ↗
No analysis available.
Score22
Comments25
Upvote %68%
▶ Full Post Text
monthly meeting. i'd been researching this company for three weeks. built a full DCF, read every earnings call for two years, talked to someone who used to work there. started presenting. first ten minutes were fine. then one of the senior members asked me to explain what i thought the market was missing about the growth story. that's literally the core of the thesis. that's the whole pitch. and i just. went off on a tangent about TAM. talked about the total addressable market for four minutes without saying anything that actually answered the question. watched myself do it and couldn't stop. he said 'interesting, so what's the variant perception' and i realized i had just talked for four minutes and not said the thing. is there a way to actually build the discipline to land the key point when someone is looking at you and you can feel the room getting skeptical.