The UGA Student-Managed Investment Fund hosted its first stock pitch challenge sponsored by Seeking Alpha. Thirty teams submitted pitches and 10 teams were chosen by SA editors to attend the championships. In the morning, all 10 finalists presented their ideas. Teams that presented a particularly compelling and strong investment thesis in the morning round were selected by judges to pitch their idea in the afternoon round.
As expected from a group of competition finalists, all of the presentations were excellent (see snapshots below). Interestingly, the presentations were largely focused on the healthcare sector, with a particular emphasis on biotechnology. The judges, financial professionals on both the buy- and sell-side, dove deep into the teams’ qualitative and quantitative arguments and research with their questions.
The final round was an incredible learning opportunity for all the students that participated, and a hearty congratulations goes out to the winners:
- First place was awarded to Will Fridlender, Alex Jordan, and Ravi Mehta for their long thesis on Orbital ATK, Inc. (NYSE:OA): Orbital ATK: On The Cutting Edge Of Tech And The Lower Side Of Cost
- Second place went to Indrajit Viswanath, Anubhav Jain, Sam Martinez and Adam Lieberman for their long thesis on UnitedHealth Group Inc. (NYSE:UNH): The Long Case For UnitedHealth Group Inc.
Fourth place was taken by Caroline Ptacek, Hugh Gordon Duncan, Arpan Banav, and Stuart O'Connor of UGA Student Managed Investment Fund for their long thesis on Celgene Corporation (NASDAQ:CELG): Celgene Poised For Growth, 41% Upside
The first place team left the competition knowing that they won $500, a free year of access of SA PRO, and an opportunity to pitch the team’s investment idea to the Hedgeye CEO on Hedgeye TV.
Links to all the entries can be found below.
The UGA Student-Managed Investment Fund is already planning to host another stock pitch challenge in 2016 sponsored by Seeking Alpha. A big thanks to Wes Roberts, Tyler Jones, and Chris O’Donnell for their hard work in planning and organizing such a great competition.
For students out there who aren’t contributors or haven’t yet participated in a stock pitch competition, please contact me through e-mail (email@example.com) and see the latest news on our campus outreach program here.
Finally, I would also like to take this opportunity to remind any of our registered users who are not yet contributors that crowdsourcing is what makes Seeking Alpha the single best source for investment-related opinion and analysis on the web. If you’re not a contributor, but have something to add to the discussion, why not join in on the fun and become a contributor?
Director of Campus Outreach
Here are the rest of the stock pitches:
- James Thwaite on PCLN: Expedia Poised To Thrive In A Growing Business
- Clayton Roell on ALGN: Align Technology - A Growing Company With A Pristine Balance Sheet
- Elizabeth Harrell, Sarah Mayer, and Mary Katherine Hall of UGA Student Managed Investment Fund on WDFC: WD40: Tough On Grease, Tougher On Alpha
- Andrew Grimm, Cara Venezia, Cole Northcutt, and Jackson Taylor of UGA Student-Managed Investment Fund on SHPG: Shire: An Undervalued Investment Opportunity
- Adam Goren, Connor Ratcliffe, Steve Massoni, and Nilay Patel on VLO: Valero Energy: A Value Play With Attractive Growth Catalysts
- Jake Candler, Lee Folk, and Thomas Bailey on CYH: A Case To Buy Community Health Systems To Play The Healthcare Services Industry To Your Advantage
- Nathan Istakhorov, Bernie Liew, and Alex Carlson of UGA Student Managed Investment Fund on TJX: TJX Companies Investment: Why It's Time To Buy
- Logan Blignaut, Andrew Hester, Adam Gardner, and William Rogers on GILD: Gilead Sciences: Go With Growth
- Dino Nguyen, Jeremy Cross, Hannah Webb, and Alina Jerjomina on GE: The Long Case For General Electric
- Mike Kehoe, Colin Bernier, Alex Newbegin, and Jesse Byrdic of The Carolina Fund on FSLR: Renewable Energy Play: The Long Case For First Solar
Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
The author wrote this article themselves, and it expresses their own opinions. The author is not receiving compensation for it. The author has no business relationship with any company whose stock is mentioned in this article.