K-State Gates Capital Stock Pitch Challenge

Stock Pitch Challegen advertisement

The Department of Finance invites Kansas State University students to put their stock analysis skills to the test with $10,000 in prize money on the line in the new K-State Gates Capital Stock Pitch Challenge.

The competition is completed at this time and will begin again in Spring 2022. Watch the 2021 recorded stock pitches and live judging below!

2021 Recordings

Goal of the Competition

The goal of the competition is to create campus-wide interest in stock investing and encourage students to further develop their stock analysis skills.

General Overview

Teams will source and research their best stock investment idea. The analysis will need to consider both the qualitative (competitive advantage, management, corporate governance, etc.) and quantitative (valuation, ratio analysis, etc.) aspects of the company. Based on the written reports, the top five teams will be selected to present their plans to a panel of judges comprised of investment professionals. A minimum of $10,000 in prize money will be awarded. This is a great opportunity for students to develop both their analytical and presentation skills while interacting with investment professionals.

Requirements to Participate

  • Each team will consist of 2-4 students.
  • The competition is open to all K-State students from any major or college.

Registration

  • Teams are required to register by completing the team registration form.
  • Registrations were due by end of day, Sunday, February 28, 2021.
  • A crash course on valuation will be held after registration closes to assist all teams by providing a high-level understanding of stock analysis.

Subject Company Requirements

  • $2 billion market cap
  • Stock price of at least $5
  • US-listed companies only
  • Pitch can be long (buy) or short (sell)

Initial Competition - Written Analysis

  • Each team will write a stock analysis paper consisting of:
    • Cover page with company name and each team member’s name.
    • Written analysis of the company (business, management, industry analysis, competitive advantages, valuation, etc.) no greater than 3-5 pages, double spaced with normal margins.
    • An appendix to support as necessary. No limit on appendix pages but only the written analysis will be graded.
    • Reference page.
  • Teams may use sources such as the internet, brokerage reports, and non-faculty business professionals as resources. Please cite all sources appropriately.
  • Primary research (first-hand information from employees, competitors, customers, etc.) is strongly encouraged.
  • Written analysis must be submitted electronically to Scott Hendrix (hendrix@ksu.edu) by Friday, March 26, 2021 at noon. Late submissions, including those at 12:01 p.m., will not be considered.
    • Before submission, your written analysis MUST NOT be submitted with names of team members - include only your team name
    • Submission should be submitted in PDF format
  • The written analysis will initially be graded by faculty to determine the best 12 papers. Those 12 papers will then be graded by investment professionals to determine the five teams for the oral competition.

Judging the Written Report

  • The written report will be judged using this rubric:
    • 20% Originality
    • 30% Qualitative analysis (competitive advantage, management, governance, etc.)
    • 30% Quantitative analysis (valuation, ratio analysis)
    • 20% Uniqueness of analysis (primary research)
  • The top 5 teams will be announced as finalists Wednesday, April 7, 2021. Finalists will be notified via email.

Final Competition

  • The top 5 teams will submit a 10-minute video presentation by Friday, April 16, 2021.
    • There will be a 10 minute live Q&A with judges via Zoom
    • The public will be allowed to view submissions. Contestants consent to all submissions (paper, video, Q&A) to be posted online
  • Location: Due to ongoing pandemic, this will be a virtual event hosted over Zoom - link will be sent out ahead of time
  • Team attire: Business professional
  • Time: Each presentation will last 20 minutes - 10 minutes for presentation + up to 10 minutes of Q&A

Judging the Final Competition

  • The presentation will be judged using this rubric:
    • 20% Originality and uniqueness of analysis (primary research)
    • 30% Qualitative analysis (competitive advantage, management, governance, etc.)
    • 20% Soundness and rigor of quantitative analysis (valuation, ratio analysis)
    • 30% Presentation quality (ability, involvement of all members, Q&A)
  • Live Virtual Judging will be held on April 23, 2021

Prizes

  • 1st place will be awarded $5,000
  • 2nd place will be awarded $3,000
  • 3rd place will be awarded $2,000
  • Top freshmen-only team will be awarded $500
  • Top Non-Business Major will be awarded $500

College of Business Administration

Department of Finance
Ansley Chua, Department Head
achua@ksu.edu

2097 Business Building
1301 Lovers Lane
Manhattan, KS 66506
p. 785-532-6892
finance@k-state.edu