REPORT GUIDELINES:

The Written Report must:

  • Be no longer than ten (10) pages; although you may include an appendix of infinite length;
  • Include the following information on the first page:
    • First Name, Last Name
    • School, State
    • Company Name
    • Exchange or Ticker symbol
    • Sector or Industry
    • Recommendation (Buy/Sell/Hold)
    • Current price (as of __date)
    • Target price (% increase/decrease)
  • Contain only publicly available information;
  • Be the original work of the student;
  • Be prepared from the perspective of an independent research analyst;
  • Include (but is not limited to**) the following sections:
    • Business Description
    • Industry Overview and Competitive Positioning
    • Investment Summary
    • Valuation / Financial Analysis
    • Investment Risks
  • Be submitted by March 30, 2019

We strongly encourage you to use the stock pitch report template provided on the website for your report.

Submission Guidelines:

Stock Pitch Reports may be submitted to Ctobin@yis.org

In addition to the written report, each team should create a brief Powerpoint presentation to accompany their stock pitch.

This powerpoint presentation must be submitted by March 30, 2019

  • The presentation should contain no more than 15 slides.

The presentation should hit on the main points of the stock pitch investment thesis.

Timeline:

  • 10 minutes – Each team will present for no more than ten minutes.
  • 5 minutes – Each team will answer questions from the panel of judges for five minutes.

JUDGING CRITERIA

Each Stock Pitch will be judged according to the following categories:

  • Investment Idea – _ / 50 points
    • Does the idea make logical sense and follow sound investment principles? o Does the report show insight into the company and the industry?
    • Did the team follow the Investment Report Guidelines?
  • Presentation – _ / 25 points
    • Did the students present clearly?
    • Was the presentation engaging?
    • Was the presentation professional?
  • Questions and Answers – _ / 25 points
    • Were the questions answered coherently?
    • Did the team successfully defend their investment idea?