Beta Resource Library

Education Stock Pitch Project

Beta Stock Pitch Competition outline and details

For the Fund portion of the Beta process you will be completing a Stock Pitch. This gives you the opportunity to apply your knowledge in a real pitch scenario and receive feedback. Detailed instructions can be found in the Fund Handbook below.

Picking a Stock

You can choose either an Israeli company, or a company with demonstrable connections to Israel. Then you will create a stock pitch based on your chosen company, pitching the trade for TAMID to consider executing in the TAMID portfolio.

Components of a Pitch

The ideal stock pitch consists of the following components. A detailed breakdown can be found in the Fund Handbook: recommendation(s), company background, industry overview, investment thesis, catalysts, risks and how to mitigate them, and valuation.

The Financials and Valuation section is optional for the Education Stock Pitch.

Presentation

Your submission must include a full team presentation of your pitch. This can either be a screen-recorded presentation or a filmed presentation. The recording should no more than 15 minutes. Include the accompanying slide deck separately, along with the presentation. Business casual dress is required.

The Competition

You may submit up to two stock pitches to be reviewed by the judges. Your submission(s) should include a video recorded presentation and the slide deck used in the presentation. Please note that business casual dress is required for full points.

The stock pitch will be reviewed based on the rubric provided. The 3 best pitches from the TAMID Beta Spring 2024 Cohort will have the opportunity to present their pitch to a panel of judges, receive feedback, and ask questions! All Beta chapters will receive feedback within two weeks of the submission deadline.

The winner of the three finalists, as decided by the judges, will receive a prize of $100 added to their chapter’s budget!

Key Links and Information

Bad Bets

The latest season is about Nikola which will be very relevant to anyone who participated in the market madness in the past two years.

Odd Lots (Bloomberg)

Amazing one-hour episodes with market experts talking on a wide range of topics from crypto and commodities to supply chain and anything that is topical in the news. Very informational and easy to listen to.

*May be a bit technical for younger students

The Memo by Howard Marks

Audio of memos posted by Howard Marks (co-founder of Oaktree). Great for Finance focused students or those who want to learn about the mind of one of the best-distressed investors.

All In Podcast

This is more of a deep dive into current events.

*May be a bit technical for younger students

Invest Like the Best

This one is great for students who really want to deep dive into specific industries/verticals

*May be a bit technical for younger students

The Rachman Review

Global politics – helpful to stay educated on the world stage