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 (Partner Name if any)
    • School, State or Territory
    • Email Address
    • 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
    • ESG Considerations (NEW for 2021!)
  • Be submitted by midnight (PST) on April 5, 2021

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

PowerPoint Presentation Guidelines:

Include the following information in your presentation slides:

  • First Name, Last Name (Partner Name if any)
  • School, State or Territory
  • Email Address
  • 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
    • ESG Considerations (NEW for 2021!)
  • Slides should have bullet-points of key information for the viewer.
  • Use slides as a visual for financial analysis information (pie charts, graphs, etc)
  • Be submitted by midnight (PST) on April 5, 2021

YouTube Video Guidelines:

All YouTube Video Links submitted must be of the student giving their presentation.

Please include the PowerPoint Presentation in the video.

YouTube Video presentation must be under 10 minutes in length.

Video editing is not a requirement and not recommended.

Be submitted by midnight (PST) on April 5, 2021

Submission Guidelines:

Stock Pitch Report Requirements:

Stock Pitch Report, PowerPoint Presentation & YouTube Video Link must be included in ONE email.

Please save the Stock Pitch Report file as a PDF (Last Name(s) , School, State/Territory, REPORT)

Please do not set-up permissions as many judges will need access to review your documents.

Stock Pitch PowerPoint Presentation Requirements:

Please save the Stock Pitch Presentation as a PowerPoint file (Last Name(s), School, State/Territory, PRESENTATION)

We do not recommend Google Slides as it doesn’t convert to PowerPoint properly.

Please do not set-up permissions as many judges will need access to review your documents.

YouTube Video Links:

Students will submit their YouTube video link in the same email as Report & Presentation.

YouTube Videos must be public or permission set to view from April 5th-May 27th.

Any video that cannot be viewed with submitted link will be disqualified.

 

Stock Pitch Report, PowerPoint Presentation & YouTube Video Link must be included in ONE email.

All items (Stock Pitch Report, Presentation & YouTube Link) must be submitted by midnight (PST) on April 5, 2021 to Stockpitch2021@yis.org

If you have any questions about the stock pitch requirements, please email C.O.O Christine Tobin at Ctobin@yis.org

JUDGING CRITERIA

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

  • Investment Idea – _ / 50 points
    • Does the idea make logical sense and follow sound investment principles? -15pts
    • Does the report show insight into the company and the industry? -10pts
    • Does the report show sound financial analysis? -10pts
    • Did the student (s) show ESG considerations? -10pts
    • Did the student(s) follow the Report Guidelines? -5pts
  • Presentation – _ / 25 points
    • Does the presentation show key highlights? -5pts
    • Does the presentation show insight into the company and the industry? -5pts
    • Did the presentation show sound financial analysis? -5pts
    • Did the presentation make good use of visuals? -5pts
    • Did the student(s) follow the Presentation Guidelines? -5pts
  • YouTube Video – _ / 25 points
    • Did the student(s) demonstrate adequate knowledge about the company? -5pts
    • Did the student(s) present clearly? -5pts
    • Was the presentation professional? -5pts
    • Was the presentation engaging? -5pts
    • Did the student(s) follow the YouTube Guidelines? -5pts