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
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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.”
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.
Top reviews from the United States
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
- 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.
- Customers appreciate the book’s age range, with one mentioning it’s particularly suitable for younger investors and high school students.
- “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
- 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.
- 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.
Pitch the Perfect Investment: The Essential Guide to Winning on Wall Street
“…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
“…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
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“…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
Chapter 7 How to Think About Behavioral Finance
What does business as usual look like after winning The Pitch? Alongside the coveted The Pitch 2026 trophy, the winner will be taking home a prize package worth £25k, filled with founder perks that propel their business forward – The Pitch’s biggest prize yet. For 16 years, Sonkin was an adjunct professor at Columbia University Graduate School of Business, where he taught courses on security analysis and value investing. “One for the ages – an investment classic!…” Read more “…However, this section adds to the existing literature by neatly synthesizing the ideas and turning them into practical analytical tools….” Read more “The authors are brilliant teachers who have produced an immensely rewarding book….” Read more
“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.
“…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.
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.
How to Win: The Argument, the Pitch, the Job, the Race
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.
- “…asset valuation, market efficiency, competitive advantage, and behavioral finance….” Read more
- It doesn’t matter how great your investment ideas are if you can’t convince anyone to actually invest.
- They appreciate its pitch quality and find it particularly valuable for younger investors.
- “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
- What does business as usual look like after winning The Pitch?
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.”
“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.
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 pitch the perfect investment 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.
