The Best Long And Short Ideas From The 2015 UGA SMIF Stock Pitch Challenge Sponsored By Seeking Alpha

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Includes: CELG, MA, OA, UNH
by: Sophie Salzman - SA Team

Summary

Over the last weekend of March, we held our first regional stock pitch competition in the South with the Student-Managed Investment Fund at the University of Georgia.

All contestants were students who attend universities in the South. They each wrote a pitch detailing a buy/sell recommendation for a U.S.-traded stock with a market cap no lower than $500 million.

30 teams competed in the contest, with 10 teams being invited to the final round. The winning team took home $500, a year’s access to PRO and a chance to pitch their investment idea to the CEO of Hedgeye on Hedgeye TV.

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:

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 (ssalzman@seekingalpha.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?

Sophie Salzman

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.