Pitch the Perfect Investment: The Essential Guide to Winning on Wall Street The Wiley Finance Series: Paul D Sonkin; Paul Johnson: 9798874870690: Amazon.com: Books

To overcome this deficiency, Sonkin and Johnson have written the ultimate “survival” guide for someone embarking on a career as an investment professional. Training for research analysts is basically nonexistent on Wall Street resulting in a “baptism by fire” that forces the new analyst to develop expertise on their own through an agonizing process of trial and error. Investors who succeed on Wall Street spend their careers analyzing companies, and honing and refining their investment strategies. If you’re serious about success and ready to start moving up, Pitch the Perfect Investment shows you how to make it happen. Ideas must come to fruition to be truly great, and this book gives you the tools and understanding you need to get it done. This book gives you in-depth training along with access to complete online ancillaries and case studies so you can master the little skill that makes a big difference.

Kindle E-Readers

“My decades of experience have taught me that pitching is a vital skill one must master to succeed on Wall Street. Sonkin and Johnson’s book gives someone new to the industry a significant head???start in obtaining this skill.” Regina Pitaro, Head of Institutional Marketing, GAMCO Asset Management, Inc. and author of Deals??? “It is rare that you get a book on finance that is fun to read, immensely informative, and deeply insightful. Sonkin and Johnson have pulled off the trifecta in this book.” Aswath Damodaran, Professor of Finance, NYU Stern School of Business and author of Investment Valuation and Narrative and Numbers No other single resource will provide students, money managers, analysts, bankers, executives, salespeople, and individual investors with a faster way to improve their performance. Pitch the Perfect Investment accelerates the learning process, giving the college or MBA student the edge they need to succeed, whether they are pitching a stock idea in a job interview, in a stock pitch competition, or for a student-run investment fund.

Pitch the Perfect Investment Hardcover – January 1, 2018

“…PPI’s framework will help you fully think through investment hypotheses by focusing your effort on the issues that really drive returns and add…” Read more “…asset valuation, market efficiency, competitive advantage, and behavioral finance….” Read more “…The book is separated into two main sections the ‘Perfect Investment’ and the ‘Perfect Pitch’….” Read more

Money managers, analysts, bankers, executives, salespeople, students, and individual investors alike stand to gain massively by employing the techniques discussed here. It doesn’t matter how great your investment ideas pitch the perfect investment are if you can’t convince anyone to actually invest. Download the free Kindle app and start reading Kindle books instantly on your smartphone, tablet, or computer – no Kindle device required. Some of them are essential, while others help us to improve this website and your experience. Use these opportunities to find out what your audience is taking away from your pitch, what lands well and how to be as engaging as possible in such a short span of time.

They appreciate its pitch quality and find it particularly valuable for younger investors. Customers find the book comprehensive and useful, with one review highlighting how it organizes research and decision-making around best practices for presenting. Customer Reviews, including Product Star Ratings help customers to learn more about the product and decide whether it is the right product for them. Arnie Ursaner, a sell side veteran, who retired after 43-years on Wall Street said, “I wish I had this book when I started in the business. I remember my early days being characterized by a lot of hits and misses. This book provides valuable shortcuts to experience more hits and fewer misses.”

Pitch the Perfect Investment: The Essential Guide to Winning on Wall Street

Record yourself pitching, get friends and family to listen in, or even do a few open mic pitching nights to get a feel for going up on stage. Johnson applies his 35 years of experience as an investment professional, combined with 25 years as a business school professor, to help senior managers address these critical strategic issues. “…the fund s/he is pitching to and to deliver a well-organized and effective pitch….” Read more “…This book is only good for high schoolers interested in learning finance with pictures.” Read more

  • These ebooks can only be redeemed by recipients in the US.
  • “…The second half of the book about pitching is incredibly helpful….” Read more
  • “…because they are entertaining, informative, profound, and conceptual mini-masterpieces….” Read more
  • “This book was incredibly well written and informational….” Read more

Customers say

Customers appreciate the conceptual content of the book, with one customer noting how it bridges the gap between theory and application. “This is a must-read for any investment professional. It is especially useful for analysts….” Read more Customers find the book highly readable, describing it as a must-read for investors and a very pleasant read. “Must-read for budding analysts/finance professionals – I hand this to final year MBA students as a “Companion Manual”….” Read more Customers find the book informational and comprehensive, with one customer noting how it turns complex topics into practical analytical tools, while another appreciates how it organizes research and decision-making around best practices for presenting. Moreover, the book receives positive feedback for its value investing content, with one customer noting it’s an indispensable distillation of collective Value Investing wisdom.

About Rezon

Written by the leading authorities in investment pitching, this book shows you how to develop and exploit the essential, career-advancing skill of pitching value-creating ideas to win over clients and investors. Having bootstrapped up until this point, Judith was eager to raise investment and scale the business, and compelled by the chance to meet investors and potential customers, she sent her submission off that evening. Additionally, customers praise its readability and find it entertaining, with one mentioning it feels like a weekend read.

Join our growing community of startup founders!

The Pitch regional finals begin in January – join us to celebrate top startups and meet potential investors or your next customers. “…The second half of the book about pitching is incredibly helpful….” Read more Customers appreciate the book’s age range, with one mentioning it’s particularly suitable for younger investors and high school students. “…The book contains advanced investing concepts but feels like a weekend read due to the reader-friendly way the material is delivered….” Read more

For the 2026 cohort, there’s two weeks of mentoring, a platform to pitch to a panel of active investors, and ample opportunities to network with future customers. “…research, I found the frameworks for investing, valuation, and pitching invaluable as I begin to develop my own investment criteria and mental…” Read more Customers find the pitch quality of the book invaluable, with one customer specifically mentioning its effectiveness in structuring pitches.

“…that it is the first “technical” book, I read, that kept my interest up to the last page, as a mystery novel would do….” Read more “…alone are worth the price of admission, because they are entertaining, informative, profound, and conceptual mini-masterpieces….” Read more “…because they are entertaining, informative, profound, and conceptual mini-masterpieces….” Read more “…The book is also a very pleasant read. Paul & Paul have decades of teaching experience and it shows….” Read more “Essential read for anyone who wants to write an investment thesis for a stock….” Read more

“This book was incredibly well written and informational….” Read more “This is an excellent and comprehensive introductory text that I would recommend to anyone interested in becoming a better investor.” Read more “Communicating investment research in a thoughtful manner is both art and science, which Sonkin and Johnson masterfully teach in Pitch the Perfect Investment.” John Mihaljevic, Managing Editor, The Manual of Ideas Pitch the Perfect Investment is the essential guide to winning on Wall Street.

  • Additionally, customers praise its readability and find it entertaining, with one mentioning it feels like a weekend read.
  • Customers find the book highly readable, describing it as a must-read for investors and a very pleasant read.
  • Pitch the Perfect Investment accelerates the learning process, giving the college or MBA student the edge they need to succeed, whether they are pitching a stock idea in a job interview, in a stock pitch competition, or for a student-run investment fund.
  • “This is an excellent and comprehensive introductory text that I would recommend to anyone interested in becoming a better investor.” Read more
  • Pitch the Perfect Investment is the essential guide to winning on Wall Street.

As noted by Geoffrey Moore, author of several highly-acclaimed strategy books in the technology industry, “Much heartache will be avoided and faster decisions will be reached by any organization that adopts Sonkin and Johnson’s recommendations.” Sonkin and Johnson also seek to push the open-minded, seasoned investment professional out of their comfort zone and challenge them to think about familiar concepts differently. Echoing this sentiment, Aswath Damodaran, a prolific author of over 20 books on valuation and award-winning professor at New York University, said, “…this is a book that most of my students would have loved to have had before their first interview and job.”

“…a ton of finance books and this one is truly awesome, especially for younger investors. Definitely worth the money.” Read more Customers find the book engaging and entertaining, with one mentioning it feels like a weekend read. Customers appreciate the book’s focus on value investing, with reviews highlighting its comprehensive coverage of behavioral finance and market psychology. Customers find the book offers good value for money, with one customer noting that the illustrations alone justify the price, while another mentions it’s the only book on investing they’ll ever need. The ability to effectively pitch an investment is essential to securing a job on Wall Street, where it immediately becomes a fundamental part of day-to-day business.

Applying to The Pitch not only helped Judith get the brand awareness and traction Rezon needed, but also helped her hone her pitch and build the invaluable skills needed by every founder. While reflecting on her journey, Judith revealed what helped her deliver the perfect pitch on stage, and what advice she has for anyone considering applying to The Pitch. There, her 90-second pitch on Rezon’s mission, values and marketability won over the judges, and she left the venue a champion. To answer this question, I sat down with The Pitch 2024 winner, Judith McMinn, to find out how being crowned champion shaped her as a founder and the trajectory of her business, Rezon.

“…The chapters about EMH, variant perception, thinking about consensus and how to structure the pitch are probably worth the price of the book itself….” Read more One customer notes it serves as an indispensable distillation of collective wisdom, while another mentions how it can help analysts save years in career development. “…The illustrations alone are worth the price of admission, because they are entertaining, informative, profound, and conceptual mini-masterpieces….” Read more

Pitch the Perfect Investment combines investment analysis with persuasion and sales to teach you the “soft skill” so crucial to success in the financial markets. These ebooks can only be redeemed by recipients in the US.

Demo Trading Account Event contracts Demo No Minimum Deposit

The North American Derivatives Exchange, Nadex, is a US-based exchange providing powerful trading tools and advanced features to traders of all experience levels. The company focuses on trading in binary options, Knock-outs™ and call spreads on the most popular traded commodities, forex and stock indices. Commissions are fair and the desktop platform is easy to use, but the mobile experience is lacking and Nadex only offers derivatives — no actual stocks, bonds, ETFs or other securities. If you understand the risks of these particular derivatives, Nadex is a solid choice for trading them. But if you lack the knowledge of these complex instruments, you’re better off staying with more traditional brokers.

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Simply head to the home page and then the ‘Contact Us’ logo for the local telephone number in your location. Nadex requires a $250 minimum initial deposit, ideal for beginners not wanting to risk too much capital at the offset. Nonetheless, this is significantly higher vs IQ Option and Quotex with a $10 initial deposit.

Try trading event contracts, knock-outs, and call spreads anywhere on desktop or mobile.

The derivatives offered by Nadex are complex instruments and novice traders often have their lunch handed to them by more experienced pros. Indeed, the CFTC states that binary options trades are extremely risky. These aren’t small bets — when you buy a binary option, you’re going all in. Trading on Nadex involves risk and may not be appropriate for all. Members risk losing their cost to enter any nadex forex transaction, including fees.

Trading is different here.

Access all the tools you need to trade like a pro, anywhere, at any time. Traders can make use of the fully-featured charts, drawing tools and technical indicators while on the go. If used carefully, trading with Nadex could well mean you have the benefit of low trading fees, whilst keeping risk levels relatively transparent. However, as is the very nature of day trading, your capital is always at risk.

You also have the option to alter the buy or sell price above or below current levels to see if your position will be ‘matched’. As a regulated exchange, Nadex will never take the other side of your trade – your order will only be matched by another trader. Before looking at the potential for trading returns, it can help to understand how Nadex has evolved into the leading exchange and binary options provider of its kind.

  • The micro lot sizes of the new Knock-out™ contracts provide options to trade with low capital requirements.
  • As a result of hacks and promises from brokers to make traders millionaires, choosing a place to trade binary options that is regulated is increasingly important.
  • This cost reduces with membership tiering, the lowest being a $0.35 charge per side for FCM Member’s which is ideal for high volume traders.
  • The objective at that point was to create an electronic marketplace that facilitated trading in financial derivatives to retail investors.

Nadex do add new products regularly, and Knock-out™ contracts are one such addition. Our review shows the Knock-out™ is a contract that allows the trader to speculate on price movement of a market within a pre-defined range. Within these levels, the value of the contract will move in linearity with the movement of the underlying market. The micro lot sizes of the new Knock-out™ contracts provide options to trade with low capital requirements. With the built-in floor and ceiling structure, whether long or short, the contracts provide pinpoint risk control.

Although we have vast experience in working with financial markets, we do not carry any guarantee of profitability under any circumstances. Any user, visitor, or customer must independently make a decision and take 100% responsibility to himself for making a decision. Regulatory frameworks in financial trading platforms is vital for ensuring security, fair practices, and protecting traders from fraudulent activities.

While using Nadex, we can confirm there are no membership fees for any account type. A newsletter built for market enthusiasts by market enthusiasts. Top stories, top movers, and trade ideas delivered to your inbox every weekday before and after the market closes. Did you ever wish you could wager on something like unemployment rates or other economic data? Thanks to Nadex’s binary options, you can trade U.S. macroeconomic events just like currencies or commodities.

Brokerage Quick Summary

  • Consult relevant financial professionals in your country of residence to get personalized advice before you make any trading or investing decisions.
  • Nonetheless, occasionally they will run free trading days and other similar offers.
  • NadexGO is a progressive mobile app, meaning it doesn’t require a download and isn’t available through Google Play or the Apple App Store.
  • You can trade precious metals (gold, silver, copper), energy (crude oil, natural gas) or agriculture (corn, soybeans).

The most you can lose on a binary options is the amount you paid to enter the trade, since the binary’s value cannot go below zero. Since you can never risk more than you have in your account, your losses cannot exceed deposits. Investors must use bull call spreads or bear call spreads depending on market predictions. Each contract will have built-in floor and ceiling, representing the total potential value of the trade and providing defined maximum risk and profit. The Nadex call spread represents a single unit with short contract durations and is available in small contract sizes. Nadex was acquired and became a part of the Crypto.com global brand in 2022, with headquarters located in Chicago, North America.

The exchange was launched in 2004 and was originally known as “HedgeStreet”. The objective at that point was to create an electronic marketplace that facilitated trading in financial derivatives to retail investors. Purchased the company and in 2009 HedgeStreet was re-branded the North American Derivatives Exchange (Nadex), with sophisticated new technology and instruments. Try trading contracts based on a range of global stock index futures including the US 500. Instead, the exchange integrates proprietary trading software.

This low cost of can effectively give you a high reward vs risk. This provides the power of leverage with but with managed risk – the maximum risk on any trade is the only capital required to secure that trade. Once the trade is open, the capital requirements never change, even when held overnight, making these contracts as easy to swing trade as to day trade. Once both the asset and expiry have been chosen, your ‘Markets’ window will update. You will then be met with price levels available for trading. The former is when the settled option did not finish in the money, while the latter reflects an outcome that did take place.

Nadex Forex

Unlike knock-outs, call spreads keep you in the trade, wherever the market goes. Being connected with other traders can enhance learning and foster a sense of community. Engaging in discussions, sharing experiences, and seeking guidance from more knowledgeable traders can accelerate the learning curve for new users.

Overall, is Nadex a good choice for binary options traders and does it compare favorably to binary options brokers? Yes, the US based, regulated exchange (not broker) is capable of meeting and exceeding the needs of both novice and veteran traders. Failure to do so could result in you effectively gambling and puts you at risk of losing your account balance. However, because of Nadex’s capped risk guarantee, you cannot lose more than your deposit.

These are offered on a number of markets, including currencies, commodities and stock index futures. The investments and services offered by us may not be suitable for all investors. FinanceWorld Inc. provides only financial management and provides remote management of orders on clients’ accounts. All trading or investment decisions are fully on responsibility of the account owner and include but are not limited to any kind of loss of capital.

Call spreads:

Note customer service agents cannot advise you on revenue and taxes, including any form of capital gains calculators and reporting. Users may need to pay withdrawal fees if they use wire transfers, which will cost $25 but are typically processed the same business day. ACH transfers are free but usually take between three to five days. Note, bank verification will be required for some transactions and credit cards are not accepted. It is good to see when using Nadex that the firm does not charge any fees for any deposit methods, though third-party charges may apply.