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Pitch a Stock Idea to Invest in Technology
Chi Tsai
Chi Tsai
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Pitch a Stock Idea to Invest in Technology

Create financial projections and conduct fundamental research of a tech company for fund manager.

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Apply now
Fridays
 at
5:00
P.M.
 ET /
2:00
P.M.
PT
8 weeks, 2-3 hours per week
Intermediate
No experience required
No experience required
Some experience required
Degree and experience required

Description

In this project, you'll wear the hat of equity research analyst, and pitch a stock idea with compelling thesis and financial projects. Under the supervision of an experienced Project Leader, you'll conduct fundamental research and financial modeling to support your stock idea. You'll become familiar with financial modeling and valuation techniques like financial statements including income statement, balance sheet and cash flow statement. All this will happen in an environment that simulates the operations of a real equity research team.

Session timeline

  • Applications open
    August 1, 2024
  • Application deadline
    August 25, 2024
  • Project start date
    Week of July 8, 2024
    Week of
    September 9, 2024
  • Project end date
    Week of

What you will learn

  • Learn financial modeling
  • Perform fundamental research analysis for the technology industry
  • Learn stock valuation techniques
  • Learn stock pitch techniques

Project workshops

1
Introduction
2
Fundamental Research
3
Financial Reports Analysis
4
Financial Model
5
Stock Valuation
6
Mock Interview with the Company
7
Stock Pitch Preparation
8
Stock Pitch Presentation

Prerequisites

  • Basic/intermediate knowledge of Excel: you should be able to use Excel formula like sum, if, etc.
  • Basic/intermediate knowledge of PowerPoint: you should be able to do a proper presentation slide.

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About the expert

Chi Tsai is Fellow at Open Avenues Foundation, where she works with students leading projects in Field of Finance.

Chi Tsai is a senior analyst at Sunstone Asset Management where she works on financial analysis and technology fundamental research. Chi Tsai has 5 years of experience in equity research. Prior to joining Sunstone management, she works in Haitong securties, Jefferies Hong Kong limited and Isaiah reseach.

She holds a bachelor degree of international business in National Taiwan University.

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