Value Investing Club

I'm a freshman undergrad applying to a value investing club in my school. They require me to write up a one-page stock pitch. I have no prior experience and am completely lost. They are aware that we are freshmen and don't have much experience so I honestly have no idea why they are making us do this. I was wondering if someone could help me understand the general outline of one and how to complete this stock pitch for my application? The instructions also highlighted that they prefer fundamental analysis. 

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Comments (14)

Most Helpful
  • Associate 1 in PE - LBOs
Oct 8, 2020 - 9:47pm

Don't play the helpless card - expecting a stock pitch from a freshman is not unreasonable. They want to see how you think about a business model, so worry less about the exact format and more about explaining your stock's competitive edge, business model differentiation, and at the very least discuss how basic multiples stack up against comps.

  • Intern in IB - Cov
Oct 9, 2020 - 11:04am

Agreed. Posting under a real name in this forum + thinking that a one-page stock pitch for a highly competitive club is unreasonable. Time for a wake up call

Oct 8, 2020 - 9:58pm

SeekingAlpha is a good resource. You can also check out the Value Investing Club (VIC) website for some ideas on what they might be looking for.

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  • Intern in IB - Gen
Oct 8, 2020 - 10:43pm

Lmao are you sure seeking alpha is the best thing to recommend to a freshman?

Look OP, I'm sure it doesn't have to be a huge pitch. Find a company you like that you think is undervalued and ideally has a competitive advantage. Describe the business model, think of few thesis points (just describing why the company is good/why invest now). Go over how you would value the company briefly, and then think about risks. Depending on the company you pitch, you may want to include information on what catalysts will allow your thesis to be priced into the stock and accelerate its value.

  • Analyst 1 in IB - Cov
Oct 9, 2020 - 1:08am

Might want to hide your real name on WSO. Pretty obvious you are applying for UCLA BVI from this post.

Oct 9, 2020 - 1:36am

Lmao you applying to BVI too? Anyway it seems damn brutal regardless. Out of the over 100 students applying they're only taking like 5. And they will continue to make cuts after that. Brutal.

Oct 9, 2020 - 3:00am

p normal for finance orgs at public schools

  • 1
Oct 9, 2020 - 7:59am

This is common place at most reputable finance organizations to filter through large amounts of applicants. PM me if you have any general questions over the pitch. Good luck. 

Oct 9, 2020 - 2:03pm

There is actually a selective online club called, The Value Investors Club where professionals post stock pitches. You can view these pitches for free by just visit their website but they will be from 90 days ago. Regardless, try and structure your pitch like the ones on there. 

  • Intern in IB - DCM
Oct 12, 2020 - 1:27am

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