Each semester, fund members perform a systematic portfolio review. To date, the number of securities in the portfolio has increased to over 80. The high number of securities necessitates a monitoring process that incorporates all TAMID chapters.
Each chapter has been assigned* two to three securities in the portfolio that you are responsible for covering in the review.
Your chapter will submit a report that recommends a hold or a sell position. An example report has been provided and is discussed in more detail below. Each of the reviews are required to include security details, recent developments, a recommendation, a valuation (DCF and comps), financial summary and KPIs, and the three financial statements.
A summary report will be sent to all chapters and TAMID stakeholders containing information on the portfolio’s returns, chapters’ reviews, and stock pitches that qualify to have their trades executed. By reporting this information, you will have more visibility into how the portfolio is performing and the effect of your work on investment decisions.
*Securities assigned in September
Due: November 24, 11:59 pm EST
Released throughout January 2025
Does the review include relevant recent developments? Do the recent developments indicate whether the company is on a positive or negative trajectory? Is it clear that the review creators read all the relevant documentation, including press releases, earnings calls, investor presentations, and SEC filings? Are all the required elements specified by the template and best practices above included in the review?
Is the recommendation supported by robust qualitative and quantitative evidence? Is the conclusion logical based on recent developments and other information contained in the report? Is the price target supported by a high-quality valuation analysis?
Is the review formatted well? Are the financial statements spread properly in Excel? If a third-party was reviewing the report, would the formatting detract from the message by conveying that the report was made with a lack of care?
These templates are built in Microsoft Word. You should not use Google Docs to edit them. As you will see on the first page, Google Docs has changed the formatting due to compatibility issues. Download the files as .docx documents and edit them using Microsoft Word and Excel.
The latest season is about Nikola which will be very relevant to anyone who participated in the market madness in the past two years.
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
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.
This is more of a deep dive into current events.
*May be a bit technical for younger students
This one is great for students who really want to deep dive into specific industries/verticals
*May be a bit technical for younger students
Global politics – helpful to stay educated on the world stage
