Looking for undervalued stocks to pitch for an Equity Research interview
I’m interviewing for an Equity Research Analyst position in a couple of weeks and I’m looking for some companies to pitch for a stock pitch (2 long and 1 short)
The firm is particularly focused on value/intrinsic investing, so I’m looking for businesses where:
\* The current price appears meaningfully below intrinsic value
\* There is a clear catalyst or reason the valuation could eventually converge toward fair value
\* The thesis can be supported by fundamental analysis rather than just momentum
\* There is a reasonable margin of safety
\* Ideally, the market is misunderstanding or overlooking something about the business
I'm looking for **2 long ideas and 1 short idea**. I'm open to basically any sector or market cap, although I'd prefer established businesses with enough financial history to do a real DCF / comps / fundamental analysis.
If you have a stock you're particularly bullish or bearish on, **I'd love to hear the actual thesis behind it** rather than just the ticker. What does the market think, what do you think, and why is the market wrong?
I'll do all of my own research and valuation, so I'm mainly looking for interesting companies that I may not have come across.
Thanks!