M C I NTIRE I NVESTMENT I NSTITUTE A T THE U NIVERSITY OF V IRGINIA - - PowerPoint PPT Presentation

▶

Apr 22, 2023 9 likes •250 views

M C I NTIRE I NVESTMENT I NSTITUTE A T THE U NIVERSITY OF V IRGINIA Club Introduction Prepared by the MII Managers | September 5 th , 2013 M c I n t i r e I n v e s t m e n t I n s t i t u t e 1 MII S M ISSION AND O RGANIZATION 1) Who is

SLIDE 1

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MCINTIRE INVESTMENT INSTITUTE

AT THE UNIVERSITY OF VIRGINIA Prepared by the MII Managers | September 5th, 2013

Club Introduction

SLIDE 2

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII’S MISSION AND ORGANIZATION

1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII?

SLIDE 3

M c I n t i r e I n v e s t m e n t I n s t i t u t e

LEVELS OF INVOLVEMENT

Managers (4-6+ hrs) Associates (3+ hrs) Analysts (1-2 hrs) Members (1-2 hrs)

SLIDE 4

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII IS LEAD BY A MANAGEMENT TEAM OF TEN STUDENTS

Ryan ¡Rechkemmer, ¡VP ¡ Commerce ¡‘14 ¡ Kelvin ¡Wey, ¡CFO ¡ Commerce ¡‘14 ¡ 4 Ajay ¡Sundar ¡ Commerce ¡‘14 ¡ Grong ¡Wang, ¡CIO ¡ History ¡and ¡Math ¡‘15 ¡ Kevin ¡Wang, ¡CMO ¡ Pre-‑Commerce ¡‘16 ¡ Sean ¡Xiaoyi ¡Yu ¡ Commerce ¡‘15 ¡ Joe ¡Caiello ¡ Commerce ¡’15 ¡ Alvin ¡Kuai ¡ Commerce ¡‘15 ¡ Kunal ¡Arora ¡ Economics ¡‘14 ¡ Jonathan ¡Wulkan, ¡President ¡ Commerce ¡‘14 ¡

SLIDE 5

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII WANTS STUDENTS FROM ALL BACKGROUNDS AND YEARS

Diversity of membership leads to better discussions, investment ideas, and decisions Our desired membership is diverse across genders, majors, and nationalities

SLIDE 6

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII IS GUIDED BY KEY SUPPORTERS

6 John Griffin

MII Benefactor

Professor Patrick Dennis

MII Faculty Adviser

Dean Carl Zeithaml

Dean, McIntire School of Commerce

SLIDE 7

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII’S MISSION AND ORGANIZATION

1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII?

SLIDE 8

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII IS FIRST AND FOREMOST A LEARNING OPPORTUNITY

Brainstorm and Research Companies Attend Education Sessions and Speeches Share our Ideas at Weekly Meetings Learn by Investing Real Money

SLIDE 9

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII COLLECTS FUNDAMENTAL, VALUE ADDED RESEARCH

Customers Competitors Industry Experts Suppliers

360° Company Mosaic

SLIDE 10

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII MEMBERS ARE LIKE DETECTIVES – WE SCRUTINIZE COMPANIES

SLIDE 11

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII INVESTS IN BUSINESSES WITH STRONG FUNDAMENTALS

SLIDE 12

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII BETS AGAINST VALUE-DESTROYING COMPANIES

Fads Frauds Fading Stars

Companies that mislead customers and investors Often use misleading marketing or “cook the books” Examples: Enron, New Oriental Education, Sunbeam, WorldCom Companies with obsolete products and/or shrinking markets Often “late to the game”

r unable to adapt to

changing competitive environments Examples: Canon, GameStop, Garmin, Best Buy, Nokia Companies with unsustainable growth Often sell consumer goods like clothing, dietary products, or toys Examples: Crocs, Green Mountain Coffee Roasters, Herbalife

SLIDE 13

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII MANAGES A PORTFOLIO VALUED AT AROUND $578,000

SLIDE 14

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII’S MISSION AND ORGANIZATION

1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII?

SLIDE 15

M c I n t i r e I n v e s t m e n t I n s t i t u t e

JOIN MII TO LEARN ABOUT BUSINESS AND INVESTING

WACC “Short” a Company Margin of Safety P / E R a t i

A G R Hedge Funds Price vs. Value D i s c

n t e d C a s h F l

Sell-Side Earnings Estimates E B I T D A R 10-Q

SLIDE 16

M c I n t i r e I n v e s t m e n t I n s t i t u t e

JOIN MII TO PREPARE YOURSELF FOR THE COMMERCE SCHOOL

SLIDE 17

M c I n t i r e I n v e s t m e n t I n s t i t u t e

JOIN MII TO START YOUR INVESTING TRACK RECORD

SLIDE 18

M c I n t i r e I n v e s t m e n t I n s t i t u t e

JOIN MII TO PREPARE FOR A CAREER IN FINANCE

SLIDE 19

M c I n t i r e I n v e s t m e n t I n s t i t u t e

JOIN MII TO UNDERSTAND PERSONAL FINANCE

SLIDE 20

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII HAS OVER $124,000 WAITING TO BE INVESTED IN YOUR IDEA!

SLIDE 21

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII’S MISSION AND ORGANIZATION

1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII?

SLIDE 22

M c I n t i r e I n v e s t m e n t I n s t i t u t e

MII WANTS STUDENTS FROM ALL BACKGROUNDS AND YEARS

Diversity of membership leads to better discussions, investment ideas, and decisions Our desired membership is diverse across genders, majors, and nationalities

SLIDE 23

M c I n t i r e I n v e s t m e n t I n s t i t u t e

FOUR-PHASED MEMBERSHIP SELECTION PROCESS

Conversation

§ Schedule a 10 - 15 minute conversation with an MII Manager (September 12th through September 16th) § Learn about each other, discuss your idea, and ask questions

Involvement

§ Pitch a stock! § Attend at least 60% of meetings (Exceptions for members who have legitimate time conflicts – talk to Ryan)

Education Session

§ Attend an education session on Friday, September 6th, from 10 – 11 AM or 3 – 4 pm in RRH 246 § Learn the basics of stock analysis

Stock Idea

§ Prepare a one-page stock memo outlining your best long or short idea (due by 9:59 PM on September 11th) § Further instructions will be provided at the education sessions

SLIDE 24

M c I n t i r e I n v e s t m e n t I n s t i t u t e

QUESTIONS?

24 ?