Introduction to Investment Project
We will talk through the objectives of the Investment Project, walk you through a sample stock pitch, and help you to assemble your teams and choose a company.
Industry and Company Overview
We will go through the key research to include in your pitch to give context to your company and its industry.
Deliverable: Preliminary Company Research
Formulating an Investment Thesis
We will talk about how to identify the key advantages that make certain companies good buys and cover both catalysts and risks.
Deliverable: Industry & Company Overview
Public Comparables Chart
We’ll take some time to explain the key metrics on a Public Comparable Chart and fill one in together. Please bring your laptops to this session if you are able to!
Deliverable: Catalysts & Risks
Discounted Cash Flow Analysis I
This week, you’ll gain a basic understanding of the concept of DCF analysis, and we will walk through computing a base case for your company together. Please bring your laptops to this session if you are able to!
Deliverable: Public Comparable Chart
Discounted Cash Flow Analysis II
This week, we will solidify our understanding of price targets and calculate a bullish and bearish case for your company. Please bring your laptops to this session if you are able to!
Putting It All Together
This week, we will put together all of the information we have learned over the last few weeks, with a focus on answering questions you may have on your investment thesis, DCF, and public comparable.
Deliverable: DCF Analysis
Stock Pitch "Dress Rehearsal"
This week your team will provide a “practice pitch” for the E-Board and your mentors to provide feedback. No professional dress required – yet!
Deliverable: Drafted Slide Deck
Stock Pitch Competition
We are looking forward to hearing your final stock pitches! Of course, please email us with any outstanding questions you may have leading up to the presentations. Stay tuned for details on the judges and prizes!
Deliverable: Completed Slide Deck