GIS Pure Alpha Pitch Competiton
Every year GIS hosts a pitch competition - check out last year's application requirements below. Feel free to email us for more information. The next competition will be held in Spring 2022!
Pure Alpha Stock Pitch Competition
GIS's Pure Alpha Stock Pitch Competition is our annual pitch competition created to display our student's stock-picking ability in a business environment. Each participant will take a deep dive into valuation, company moat, and other metrics to evaluate opportunities. Participants will also have the chance to pitch their ideas to leading investors at Fernbridge Capital, a leading long-only fund based in Los Angeles, CA.
Open to any USC Student, regardless of major and standing. Teams can have up to 4 members. You are also welcome to participate as an individual.
Participants must submit a PowerPoint/Google Slides presentation with no more than 25 slides, and no less than 3 slides, detailing an actionable investment idea in any U.S. domestic or international equity, in any sector, with a market capitalization of $1+ billion. Investments pitches will have to provide support and you will be asked to give a verbal pitch of your selected equity. You may take a long or short position on your equity, there are no restrictions in this category. Presentations must be included in this application.
Finalists will have the opportunity to compete for $1500 in Prize Money. Finalists will also be able to receive extensive feedback on their pitches from senior professionals from the buy-side. Rewards for the finalists and winners are as follows. (All prizes will be split equally among the team members. Example: A team of 3 gets 1st place, each individual receives $250).
1st place: $750 Grand Prize
2nd place: $500
3rd place: $250
Pitch Deck Recommendations
You do not need all the listed descriptions after each area, only the ones you feel are most important for your company.
Cover Slide (must include group members, company, and date).
Investment Overview (Business Description, Ticker Symbol, Current Stock Price, Target Price + Date, Position, Summary of Key Points).
Industry Overview (Description, Macroeconomic Trends, Major Competitors)
Valuation (Classic indicators like P/E, EPS, and Growth estimates will suffice)
Financial Summary (Stock price, Market Capitalization, Beta, Div. Yield, Shares Outstanding, Capital Overview, Debt/Equity, Enterprise value, EBIT (Last Annual Filing), EV/EBIT, EPS (Last Annual Filing), P/E (Current)).
Key Supports (1-3 Slides) (Macroeconomic Trends, Strategic Plans, Financing opportunities, Competitive Advantages, Etc)
Investment Risks (Potential Market risks that might change your investment thesis on the company. Potentially note how the company might counter these risks).
Conclusion (Compile research and findings and reiterate your investment view and reasoning).
Key Platforms: i) Bloomberg Terminal (JFF Gaughan & Tiberti Library, limited to Marshall students), ii) Factset, iii) CapitalIQ (JFF Gaughan has a sign up sheet, limited to Marshall students) (All platforms are free and accessible to USC Students)
Equity Research Reports: i) Platforms listed above allow students to access reports written by sell-side analysts at large firms, ii) Morningstar Reports (via free Morningstar premium trials), iii) Seeking Alpha + Value Investors Club + Yahoo Finance
SEC Filings - 10Q & 10K reports (use EDGAR to find filings for any company you’re looking into).
PDF Presentations must be included in your Application