Finance & Investment

Learn Finance: Stock Pitch, Hedge Funds, Upselling


A stock pitch is a comprehensive and systematic form of analysis used by an analyst or investor to conclude whether a particular stock will make a good investment and whether such stock should be added to his portfolio.[1]


This is an alternative to investments that is designed to protect investment portfolios from any uncertainty in the capital market while generating positive feedback in the up and down market. In simpler terms, it refers to the way investors can maximize profit and at the same time minimize their risks which in turn help mitigate loss and preserve capital.[2]


This is a sales technique that involves encouraging a customer to buy a more sophisticated version of a project than that which they originally intended to purchase to give the higher end version of the initial product. It is also known as suggestive selling.[3]



[1] Stock pitch worksheet by Duke University accessed on the 8th November 2018 at 11:55pm

[2] Hedge Fund Marketing Association(Hedge fund definition) accessed on the  8th November 2018 at 11:42pm.

[3] Big Commerce(What is the difference between upselling and cross selling) accessed on the 8th November 2018 at 11:50pm.

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