Stock Pitch Camp

One-day Fundamental Investment Research Seminar, Parker Center for Investment Research, Cornell S.C. Johnson College of Business

Goals

1. Learn basics of fundamental research
2. Begin to prepare draft one-page report
3. Learn next steps for learning more about fundamental research and careers in investment management

Venue – Virtual Event, Saturday, September 12, 2020

1. Instructor leads discussion in key steps for conducting proprietary, fundamental research using primary sources and preparing written recommendations
2. Students spend much of the day conducting research using online sources under guidance of instructor
3. Organized jointly by the Parker Center for Investment Research and the Investment Management Club

Administration

1. Held virtually, September 12, 9:00 AM – 3:00 PM
2. Organized jointly by the Parker Center for Investment Research and the Investment Management Club
3. Led by Scott Stewart, member of Johnson Finance and Accounting faculties link
4. Registration via campus groups

Content

1. Finding an interesting stock to study
2. Primary sources
3. Industry analysis
4. Valuation basics
5. Buy/Sell/Hold recommendations
6. Next steps: The One-Pager