Mock caseTake-home case study

Balyasny Mock Case Study – Consumer stock pitch

Multi-Manager Hedge Fund

An independent practice case, not supplied or endorsed by the named firm.

Paid access includes the Excel data pack and worked solution for a consumer stock pitch covering segment forecasts, earnings and valuation.

Time allowed: 1 week (take-home)
Difficulty: Expert
Sector: Consumer: consumer staples
Region: North America
Currency: USD
Reference: EA-41

Skills practised

Scenario analysisDriver-based revenue buildFinancial analysisCircular interestValuationShare price analysisInvestment recommendation

At a glance

Assess a listed consumer business over a twelve-month horizon, connecting segment performance, earnings and valuation to the potential shareholder return.

The brief

Build Bear, Base and Bull scenarios and a two-page stock pitch, comparing your forecasts with management guidance and explaining the catalysts and risks.

Paid access to this case includes the company identity, detailed brief, Excel data pack and worked solution.

This case requires paid access.

Company overview (members only)
Financial information (members only)
Your tasks (members only)
Format and rules (members only)
How to approach it (members only)
Solution (members only)

Starting files

Data pack (members only)

Solution files

Solution model (members only)

This case costs £19 and is available to customers with an active £499 membership.

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