Stock Pitch Camp

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

If you have any questions, please contact Emily Ravet at eer52@cornell.edu.

Goals

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

Tuesday, September 5, 2023 6 – 8:30 PM in Sage Hall B09

  1. Instructor leads a discussion on 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 the guidance of the instructor
  3. Organized jointly by the Parker Center for Investment Research, the Investment Management Club, and the Investing@Cornell interdisciplinary theme
  4. Led by Scott Stewart, a member of the Johnson Finance and Accounting faculties

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