Stock Analysis Competition


Case packet released online on November 18


Competition Overview

Alpha Kappa Psi cordially invites you to participate in the Second Annual Stock Analysis Competition. Students will present an investment thesis to a panel of judges, thereby gaining exposure to company valuation and investment principles through a case competition scenario. Industry experts from Goldman Sachs, KKR Financial, and J.P. Morgan will serve as judges and provide feedback to the teams. Students interested in investment banking, consulting, investing, and finance should find this case study exercise very rewarding. The finalists will have an opportunity to discuss their thesis with the judges during the final round, and the winning team will have the opportunity to eat dinner with the judges afterwards.

Teams

Students should form their own teams. Each team should meet the following eligibility requirements:
  • Students must be enrolled at UC Berkeley and must be working towards their undergraduate degree
  • Each team will consist of three to four students
  • At least one team member must be an underclassman
  • The ideal team will be balanced in areas of study, technical expertise and business acumen

Registration and Submission

Teams should register online at www.calakpsi.com/stockanalysis. The deadline for registration is November 21.

Each group should submit their presentation by November 26 at 11:59PM. Please submit online at www.calakpsi.com/stockanalysis. The final deliverable should be a PowerPoint or Word presentation saved in PDF format. Please use a maximum of 10 pages (including appendix slides).

The panel of judges will review the presentations and invite the top teams to present in the final round. The finalists will be notified via email by December 4.

Final Presentation and Prizes

The finalist teams will present on December 8 in the Stephens Lounge in the MLK Student Union.

During the final round, teams will deliver a 15-minute presentation to the panel of judges. Each group is expected to identify and present a persuasive investment thesis. At the end of the presentation, the judges will provide feedback during a brief Q&A session.

The winning team will be awarded a dinner with the judges after the event at Adagia. This is an opportunity to interact with a very accomplished group and gain from their professional perspective.

Judging Criteria

Teams will be evaluated on a variety of factors. Please note that there is no single correct answer, and that each presentation will be judged based on both its thesis and its supporting analysis. Judges will take the following into consideration:
  • Quantitative and qualitative analysis
  • Thought process
  • Written and oral presentation
  • Creativity
  • Teamwork
  • The ideal team will be balanced in areas of study, technical expertise and business acumen

Summary Timeline

November 18: Kick-off event in Haas C320 at 8:30PM
November 18: Case and registration instructions posted online
November 21: Deadline to register online at www.calakpsi.com/stockanalysis
November 26: Submissions due via e-mail at 11:59PM
December 4: Finalists notified via e-mail
December 8: Final presentation in MLK Stephens Lounge at 7:00PM
December 8: Award dinner with judges at Adagia at 9:00PM

Contact Us

Please feel free to contact us with any questions at stockanalysis@calakpsi.com.