Sample pitch

WHAT NOT TO DO IN A POWERPOINT

By: Brian Kret

The Basics

Powerpoint is meant to be an AID, not something you rely on.

Looking back at the PowerPoint is very bad

Avoid massive walls of text, as they can kill a presentation.

The Basics Con’t

Don’t use text that’s so small to read because the people in the back can’t see it.

Don’t use too big font either.

If they can’t read your font, then your powerpoints.

Pictures Pictures are good aids, but don’t put

something on there that doest relate to your PowerPoint.

Getting a laugh from pictures can help your presentation, but keep them to a minimum

Animations

Keep them to a minimum Avoid the Credits Animation And any other crazy animations you

can think of!

SAMPLE STOCK PITCH: APPLE

By: Stephen Casella and Brian Kret

Company Description

Revenue Breakdo

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Key Statistics

Relative Value

Intrinsic Value

Technicals

Company Description

Apple Inc. is the largest technology company on the planet, and the second most valuable company in the world on a market-cap

basis.

4 Product Segments iPhone iPad Computers/Software Music

Company Description

Revenue Breakdo

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Key Statistics

Relative Value

Intrinsic Value

Technicals

13.859

8.091

13.033

4.036

1.4752.411

2009 Sales

MacsiPodiPhoneiPadOther MusicOther HardwareSoftware/Services

Revenue Breakdown

Company Description

Revenue Breakdo

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Key Statistics

Relative Value

Intrinsic Value

Technicals

Revenue Breakdown

17.479

8.274

25.179

4.958

4.948

1.814 2.573

2010 Sales

MacsiPodiPhoneiPadOther MusicOther HardwareSoftware/Services

Company Description

Revenue Breakdo

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Key Statistics

Relative Value

Intrinsic Value

Technicals

Key StatisticsAAPL DELL MSFT RIMM

P/E 12.09 7.58 8.46 5.76PEG 0.61 1.1 0.91 1.26P/B 5.14 3.16 3.82 1.64ROA 22.25% 7.51% 17.64% 22.82%Current 1.75 1.47 2.6 2.04D/E 0 92.9 23.02 0Beta 1.07 1.44 0.97 1.74Market Cap 362 B 27.11 B 222 B 15.61 BCash Per Share 30.63 8.29 6.13 4.59Book Value Per Share 74.81 4.55 6.82 18.4Dividend 0 0 2.50% 0

Company Description

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Intrinsic Value

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Margins

2006 2007 2008 2009 20100

5

10

15

20

25

30

35

40

45

GrossOperatingNet Profit

Company Description

Revenue Breakdo

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Key Statistics

Relative Value

Intrinsic Value

Technicals

Relative Valuation

AAPL DELL MSFT RIMMP/E 12.09 7.58 8.46 5.76PEG 0.61 1.1 0.91 1.26ROA 22.25% 7.51% 17.64% 22.82%D/E 0 92.9 23.02 0Beta 1.07 1.44 0.97 1.74Cash Per Share 30.63 8.29 6.13 4.59Book Value Per Share 74.81 4.55 6.82 18.4

Company Description

Revenue Breakdo

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Key Statistics

Relative Value

Intrinsic Value

Technicals

Intrinsic ValueAverage P/E over last 10 years (ex 2002’s P/E of 250) is 33x.

AAPL is now trading with a P/E of 15.

3-Stage DCF Stage of high growth for a period of time, a transition stage, lastly stable growth.

Notable inputs Discount rate of 10.3%

Annually Compounded EPS growth of 8% over next 3 years (Street’s consensus is 11.5%) in high growth phase.

–––––––––––––

1. Current high growth stage ending 3 years from now.

2. Transition stage begins and lasts for 5 years. EPS growth rate contracts, along with beta.

3. The Company enters stable growth and remains there for perpetuity, assuming a growth rate equal to the economy (2%)

Company Description

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Key Statistics

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Intrinsic Value

Technicals

Output

Company Description

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Key Statistics

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Technical Analysis

Company Description

Revenue Breakdo

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Key Statistics

Relative Value

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Technicals