Student Managed Investment Fund. "I recommend this book highly as one of the 10 most important 'must read' books published this year," Robert Plotkin, Founding President, World Trade Center San Diego. “Three Steps to Wealth & Financial Security – All That Glitters Isn ... To create high-quality stock pitches, you’ll need to practice with at least 2-3 companies before you get a feel for it. You do not need all the listed descriptions after each area, only the ones you feel are most important for your company. Other investment thesis examples include: Catalysts should be events or potential events that might occur within the next 6-12 months. Found insideThis book will be a welcome reference for serious investors who looking to maximise portfolio returns over the long run. UCLA Anderson Sponsors Third Annual Stock Pitch Competition. The blunt truth is that you need to be following industries or companies already to have a good shot of finishing a stock pitch, even a 2-3-page one, in only a few days. I’ll share two below from our financial modeling courses: The Jazz stock pitch turned out to be incorrect over a 12-month time frame, but it was correct over a ~6-month time frame when the stock price fell. YWiB x WestPeak Stock Pitch Competition is a collaboration event designed for. Monisha Edwards , creator of Scent & Fire candle company, was the first . This year, this startup competition will be completely remote. “Hard Catalysts” are events that are definitely going to happen and will produce a specific result: earnings reports, the announced outcome of clinical trials, or the announced acquisition of a smaller company. no greater than 3-5 pages, double spaced with normal margins. Sponsored by the Department of Finance and Quantitative Methods, the competition was open to all students enrolled full-time in undergraduate or master's-level programs at the University of Kentucky. Waste Management(NASDAQ: WM)Justin DentSin Tung Chan (Sindy) 2. The Warren Buffetts Next Door is Mike Koza's story, and the stories of nine others like him. And it's your guidebook should you decide to take control of your financial future. Alta Fox Capital x HFAC Small/Micro Cap Stock Pitch Competition Fall 2018 Notre Dame Investment Club Presents: Drive Shack Inc. NYSE: DS Recommendation: Buy Analysts: Matt Jennings, Kay Mehta, and Cindy Wu Tyler Hardt from Pelican Bay Capital Management. Or should I learn as much possible from now and build from scratch and put up one? Schedule. Teams are required to register by completing the team registration form. LOS ANGELES, Feb. 27, 2014 /PRNewswire/ -- UCLA . The Little Book of Hedge Funds that's big on explanations even the casual investor can use An accessible overview of hedge funds, from their historical origin, to their perceived effect on the global economy, to why individual investors ... . You can understand the research and valuation process in-depth and financial modeling in Excel by completing our courses. Not necessarily a formal stock pitch, but you should have a basic view on what they hold and whether you recommend buying, holding, or selling some of the stake. Company Analysis & Stock Pitch Competition Learn the Basics of Stock Market Investing // Discover How to Evaluate a Company // Pitch the Best Stock and Win a Competition Good grades and impressive test scores are important, but top colleges are looking for students with depth, passion, and defined interests. Farallon invests in public and private assets around the world. Risk factors must be specific to the company to be effective. For example, here’s what we use for AvalonBay in the apartment REIT sector: This is a Long recommendation, and the company is in a sector that’s highly sensitive to macroeconomic conditions, so the main idea is: “Even if economic conditions worsen, the company won’t be affected too badly, and it might even benefit in some ways; also, the company’s development pipeline is stronger than expected and will deliver higher growth when the first deliveries arrive.”. This virtual pitch competition and conference presents women entrepreneurs with the opportunity to win a cash investment of $25,000 and more. Seth Klarman is the founder and president of The Baupost Group, a Boston-based private investment partnership, and the author of a book on value investing. A minimum of $10,000 in prize money will be awarded. We followed the “reverse the catalysts” approach in the Jazz stock pitch, but one of the risk factors relates to early-stage drugs not mentioned in the catalysts section: You should also write something about how to mitigate these risks. Activities and Societies: Limestone Capital, Queen's Private Capital Group (QPCG) . Did the team articulate a clear thesis? Our WashU team placed first at the USC Stock Pitch Competition, a national stock pitch competition hosted by the USC Value Investing Group from March 31st to April 1st, winning $1,000. ), 30% Quantitative analysis (valuation, ratio analysis), 20% Uniqueness of analysis (primary research), The top 5 teams will be announced as finalists, The top 5 teams will submit a 10-minute video presentation by, Location: Due to ongoing pandemic, this will be a virtual event hosted over Zoom - link will be sent out ahead of time, Time: Each presentation will last 20 minutes - 10 minutes for presentation + up to 10 minutes of Q&A. Here are the outlines we created for AvalonBay and Jazz Pharmaceuticals: After you have this outline, you’ll expand it to create the full stock pitch. The AvalonBay stock pitch turned out to be correct, with the company returning over 25% (including dividends) compared with an overall S&P gain of ~10% in that time frame. The USC Stock Pitch Competition is the first of its kind to be hosted on the West Coast. 2016 - 2017. In The Little Book That Builds Wealth, author Pat Dorsey the Director of Equity Research for leading independent investment research provider Morningstar, Inc. outlines this proven approach and reveals how you can effectively apply it to ... Stock pitch wm 1. Jazz Pharmaceuticals [JAZZ] - [SHORT] - Word | PowerPoint AvalonBay [AVB] - [LONG] - Word | PowerPoint The Jazz stock pitch turned out to be incorrect over a 12-month time frame, but it was correct over a ~6 . ), Question and Answer (Did the team respond accurately to the questions asked? Stock Pitch Templates & Examples. April 5, 2017 by Guest Blogger. Pitch Deck Recommendations . 16 May - TT'19 Pitch to Oxford University Endowment, Capital Group, and Fidelity International These 12 individuals or teams will be given access to the RGIP Trading room and will receive an orientation into the . The obvious approach for a Long/Short Equity pitch is to use call or put options, or stop-loss or stop-limit orders to cap your losses at a certain percentage. An appendix to support as necessary. Moderator: Ian Hunter from Hunter Value Capital. With smart and engaging prose, the book: • Discusses how the best manifestations of ambition, entrepreneurship and mentoring can lead to a life that not only fulfills financial obligations, but also leaves a lasting legacy • Describes ... Most hedge funds operate on relatively short time frames, so if specific events will not change the company’s stock price for another 3-5 years, the company is a bad pick (for more on this, see our hedge fund overview article). Stock Pitch Competition Undergraduate and graduate students from select regional institutions are invited to participate in this competition where they will […] Found inside – Page 375... customers with Monopolistic Competition Moody's investor service Mortgage bonds Multiplier method, revenue NASAA NASAA NASAA policy guidelines, merit review NASDAQ Nasdaq National Association of Securities Dealers National Stock ... For example, if you’re an engineer, pick the technology, telecom, or media industries. Banking, Consulting, Equity Research . SMIF. Watch the 2021 recorded stock pitches and live judging below! The Gatton College of Business and Economics is proud to announce the results from the second annual stock pitch competition at the University of Kentucky. However, you should make notes about the key numbers, what your different sources said, and the industry stats. For Short pitches, what happens if the company’s stock price jumps 200%? Also, it’s much more difficult to predict the impact of events that far into the future. So, ideally, you already have in mind companies that are undervalued or overvalued and whose stock prices could change significantly in the next 6-12 months. Found inside – Page 21Capital Group may be the biggest winner as it is very strong in pitching projects and has already got the metro project ... is the president of China Sports Industry Corporation , the only sports company listed in China's stock market . Two or three potential catalysts that will cause the stock price to change in the next 6-12 months. The firm has been acquisitive in recent years, and high-profile . 18 talking about this. Rules of the Investment Pitch. I’m currently in a stock pitch competition. Let's start with the most important part: stock pitch examples for real companies. Cover Slide (must include group members, company, and date). The Department of Finance invites Kansas State University students to put their stock analysis skills to the test with $10,000 in prize money on the line in the new K-State Gates Capital Stock Pitch Challenge. If you like whiskey even more than I do, pick the food & beverage industry. 14th Annual Pershing Square Challenge (2021) Date: April 15, 2021. Queen's Case Competition Best Presenter But let’s say you just found out about an interview in 4-5 days, you have nothing prepared, and you don’t follow specific companies. Unilever, plc is a diversified personal product (42% of 2020 sales by value), home care (20%), and packaged-food (38%) company. In the investment thesis section, you must point out something that everyone else is missing or misunderstanding about the company. 785-532-6892finance@k-state.edu, 1301 Lovers Lane, Manhattan, KS 66506-0121, 785-532-6180 | Primary research (first-hand information from employees, competitors, customers, etc.) Three students from the University of Florida did just that and they won a stock pitch competition with their buy pitch on Seritage Growth Properties. My advice is to pick a lesser-known company that you have followed and know much better than the judges. I wouldn’t recommend taking public speaking classes or joining Toastmasters or anything like that because your pitch is more of a conversation than a “speech.”. Found insideAll decks—same title—Discussion Materials.” Noted. Discussion Materials gives the reader an honest look at Wall Street from someone in the trenches. 2020 Stock Pitch Competition. Found inside – Page iThe book also Details the historical outperformance of small-cap stocks Contrasts the various strategies employed by managers in the space Explains how aspiring managers can structure a firm to boost performance and attract institutional ... Avoid industries that are highly technical or that have specific accounting/valuation methodologies (e.g., oil & gas or commercial banks) – unless the fund specializes in them. The investment idea is evaluated as a long position with a 3-12 month investment horizon. The existing shareholders and how they’ve changed over time. and quantitative (valuation, ratio analysis, etc.) Yes, you can simplify and consolidate the statements, but that takes up precious time that you don’t have. Equity research is useful for gaining background knowledge and finding market data, but you should not use it for building your investment thesis. The RGIP Stock Pitch Competition begins with a written report. Even simple valuations have a lot of numbers and assumptions, so there’s a decent chance you won’t be able to remember the source for one specific number. “OK,” you say, “that structure sounds nice. debit card group Marqeta and TikTok owner ByteDance. But where am I supposed to get ideas in the first place? Reportedly one of the largest clubs at CBS, the Private Equity and Venture Capital Club, organizes professional development events, internship programs connecting students with Venture Capital and Private Equity firms.It also participates in annual local and national competitions such as the Venture Capital Investment Competition, which CBS won in 2014. If the tie still remains, the judges will determine as a group at their discretion which team should be ranked higher. How “crowded” the trade is, i.e., whether or not many other funds have also invested, and the short interest. Shares of Public Storage PSA have outperformed the industry it belongs to in the past three months. Panel: Stock Pitch Competitions. You can easily find over-priced and over-hyped tech and biotech startups that are ideal “Short” candidates, but in an industry like chemicals or industrials, it’s easier to find mature, undervalued companies that might be long-term investments. Trinity Term 2019. Did the answers support the thesis or address concerns about risks fairly? In this section, you must resist the urge to paste in 538 sensitivity tables and instead summarize the output, with a focus on the implied share price in different cases. Steve Cohen's $12.4 billion hedge fund is letting teens and early twenty-somethings pitch stock ideas to its investment professionals to recruit the next generation of talent. Do some research and build a very simple valuation, or just use simple multiples, and explain that you are new to finance but did the most you could in ~2 weeks. If you’ve only looked at a single case in which the company grows by 10% per year, it will be very difficult to answer questions about the risk factors, the worst-case scenario, or the potential losses if your thesis is wrong. Julian Salisbury, the global head of . Joseph Begg '21 Staff Writer On March 28, members of Holy Cross Student Investment Fund (formerly HC Capital) traveled to the Isenberg School of Business Management at the University of Massachusetts Amherst for a Stock Pitch Competition. 785-532-7216 This is THE book you have been waiting for: Cut to the chase, clear, anti-industry money and investing thinking for the educated layperson. Mr. Daigle is a fixed income portfolio manager at Capital Group. 2015 - Cleveland Research Company Stock Pitch Competition Slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Credit or credit-based securities only. If the tie still remains, the judges will determine as a group at their discretion which team should be ranked higher. Competitions: Capital Group European Stock Pitch Competition (1st); GIC UK Stock Pitch Competition (3rd) Hwa Chong Institution(College) Humanities Programme. "The stock pitch competition offers a truly exceptional opportunity for a few of the women from our school to participate, compete and meet leaders in finance." The Sydney team members agreed noting that the competition offered a great opportunity to network and see how other teams learned about finance. Here’s an example healthcare screen, which you can sort by sector, industry, country, market cap, and other criteria. Did the team demonstrate their variant view? The Gatton College of Business and Economics is proud to announce the first University of Kentucky stock pitch competition in spring 2018. We are dedicated to serving depository institutions . Expert insight from a resource-rich team. It’s quite important to include different scenarios, such as Base, Upside, and Downside cases linked to the company’s revenue and expense drivers. On behalf of our friends over at the McGill Investment Club, we're happy to share the upcoming McGill ESG Stock Pitch competition!The competition focuses on students' ability to demonstrate not . Reach out to the Heilbrunn Center team at 212.854.1933 or at valueinvesting @ columbia.edu short on,... Or, what your different sources said, and investment recommendations over the past three months Rowe price,! To investment managers serving as judges from employees, competitors, customers, etc. are. Of $ 10,000 in prize money will be averaged those new things or help with homework assignments or projects! Teams will source and research their best stock investment idea, does mean. Stock of their choice to investment managers serving as judges thesis and point out something that everyone is... Keynote speeches and panels club that meets twice a week those for ideas Anderson pitch... This startup competition will be averaged submitted by an individual or in teams of two first University Kentucky... The other contestants premier stock pitch competition the listed descriptions after each area, only the report... With Disruption Ventures, the next Day on the West Coast site and the interest. Registration ends on Jan 27th, 2021 from 3:00PM to 7:00PM EST watch the 2021 recorded pitches. And government bonds, treasuries, and where would you cap your losses important for your pick analysis initially... For example: it ’ s name top investment banks, hedge funds, and the short interest Founder Mergers. Sounds nice Challenge is one of the stocks I pitched has tanked since I pitched it though... Qualitative analysis ( competitive advantage, management, governance, etc. book starts with 3-12... Each room selected a winner can understand the research and valuation process and... 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