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Intermediate ~12 hours

One-Page Investment Memo

Pick a public stock, write a one-page investment recommendation — thesis, valuation, risks, catalysts.

Word or Google DocsFinancial data from SEC, Yahoo Finance, CapIQ

About this project

Investment memos are the standard equity-research output. This project teaches the discipline: one-page constraint (force prioritization), thesis-first structure, risk identification, and the catalyst-watching that separates passive views from actionable ones. Pick a stock you have a real view on and write the memo as if you were pitching it to a portfolio manager.

Why build this in 2026?

Investment writing differentiates analyst candidates faster than any cert. One good memo posted publicly can land interviews.

What you'll ship

  • One-page memo
Backup spreadsheet (3-statement + comps + DCF)
Published on Substack, Seeking Alpha, or a personal blog

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Skills you'll practice

valuationfinancial statementspowerpoint