Our Work Products
Presentations are done each week at meetings and analyze new companies to buy or re-evaluate current holdings in the portfolio.
Click the logos below to see some of the presentations from past semesters and stock pitch competitions.
Fall 2023 Presentations
VICI Properties Presentation
Cooper Marx, Luke Roberts, Demi Taiwo
Sector: REITS
Thesis: Buy at 1.5% Allocation
EVVTY Presentation
Vishruth Madhusudhan, Raza Pathrawala, Zachary Teaford, Grant Lieppe, Emma Tom
Sector: Consumer Discretionary
Thesis: Buy at 1.5% Allocation
Spring 2023 Presentations
CSU Presentation
Banks Coggin, Caleb Adams, John Celitti, Anthony Stroffolino
Sector: Technology
Thesis: Buy at 1.5% Allocation
VEEV Presentation
Claire McNulty, Justin Kaplin, Briana Brozowski, Sophie Watson, JT Jones
Sector: Healthcare
Thesis: Buy at 1.5% Allocation
Fall 2022 Presentations
USB Presentation
Sam Webb, Adit Jindal, Porter Hill, Arnav Mardia
Sector: Financials
Thesis: Buy at 1.5% Allocation
HZNP Presentation
Claire McNulty, William Martin, Thomas Silva Larsson, JT Jones, Aazan Khan
Sector: Healthcare
Thesis: Buy at 1.5% Allocation
Spring 2022 Presentations
SASOL Pitch
Gleb Solntsev, Riley Mellinger, Caleb Yarbrough
Sector: Fixed Income
Thesis: Buy at 1% Allocation
Fang Presentation
Benjamin Harrison, Rishi Gullapalli, Max Rothman, Christian Haynes
Sector: Energy
Thesis: Buy at 1.79% Allocation
Fall 2021 Presentations
BERY Presentation
Max Stevens, Suchet Sapre, Siddharth Pillai, Wesley Wells
Sector: Industrials
Thesis: Buy at 1.5% Allocation
MODV Presentation
Anna Timm, Justin Kaplin, Parth Varshney, Cole Chalub, Mason Rzepkowski, Pranal Madria, Connor White
Sector: Healthcare
Thesis: Buy at 1.5% Allocation
PYCO Presentation
Jake Martin, Paige Towler, William Arnold, Aazan Khan, Samy Amer
Sector: Utilities
Thesis: Buy at 1.5% Allocation
NTDOY Presentation
Fuad Hossain, Noel Igbokwe, Jesse Li, Alfonso Garcia
Sector: Consumer Discretionary
Thesis: Buy at 1.5% Allocation
VZIO Presentation
Lily Davis, Nicole Kachouh, Chris Johnson, Ramy Bassil
Sector: Media and Telecom
Thesis: Buy at 1.5% Allocation
KHC 3 06/2026 Corp Presentation
JR Martin, Andrew Condra, Samuel Alzate, Chris Mulaik
Sector: Fixed Income
Thesis: Buy at 1.25% Allocation to trim AGG
Spring 2021 Presentations
NOMD Presentation
A.D. Winston, Ashray Chowdry, Michelle Tzeng, Saagar Mehta, Nikita Popik
Sector: Consumer Staples
Thesis: Buy at 1.5% Allocation
REGI Presentation
William Lester, Aravind Vengarai, Ronit Ganguly, Manoj Niverthi
Sector: Energy
Thesis: Buy at 1.5% Allocation
NNI Presentation
Walker Davis, Shivam Lahoti, Jonathan Huang, Mitchell Taylor, Nikhil Reddy
Sector: Financials
Thesis: Buy at 1.5% Allocation
Fall 2020 Presentations
DIS Reval
Arul Gupta, Chris Eckart, and Alex Madison
Sector: Media and Telecom
Thesis: Sell current holding
Used Sum of Parts DCF in valuation
CPT Presentation
Anna Timm, Miki Patel, Saahil Sharma, Matthew Lubert, Ben Shappard
Sector: REITs
Thesis: Buy at 1.5% Allocation
AVGO Presentation
Arjun Mohan, Bennett Jones, Cater Gooch, Conor Walsh
Sector: Technology
Thesis: Buy at 1.5% Allocation
Stock Pitch Competitions
JetBlue Airlines
John Stauffer, Nishant Reddy, Jason Quill
UGA SMIF Stock Pitch Competition (Spring 2019)
Thesis: Short JetBlue
Presentation placed second in the competition
Casella Waste Systems
Alex Buhl, Akash Prasad, Alan Yadav
Cornell Undergrad Stock Pitch Challenge (Fall 2020)
Thesis: Buy CSWT
Presentation placed second in the competition