Pitch Summary
In order to pitch a stock, members must follow the process outlined below:
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Prepare a stock pitch using the template provided by the club (recommendation must be to BUY).
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Sign up on the club's official pitch calendar
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Pitch the stock in 20 minutes or less at a club meeting.
A pitch must receive at least 60% of the votes from Full Members in attendance at the meeting.
Stocks in the portfolio that were pitched by graduating seniors are automatically sold after the last regular club meeting of their senior year.
Equity Research
Through CMC, members have access to FactSet and S&P Capital IQ, which provide company financials, valuation data, industry research, market information, transaction data, and other resources that can support investment research and financial analysis. Members can use these platforms to...
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Analyze historical financial statements and key operating metrics
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Compare companies against industry peers
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Review valuation multiples and market performance
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Research industries, competitors, and market trends
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Build comparable company analyses
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Access company filings, earnings information, and consensus estimates
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Support stock pitches, portfolio research, and investment theses
To get access, you must create an account through UW-Madison library system, in which the links will direct you.
Understanding Wall Street...
Podcasts
Latest in finance, economics, and investments (20-35 minutes)
Interviews with money managers (50-80 minutes)
Popular Economic Issues (15-40 minutes)
Daily news headlines (10-15 minutes)
Social Media Accounts
Instagram:
@cmc_uw
@bloombergbusiness
@businessweek
@bloombergopinion
@bloomberggreen
@financialtimes
@nytimes
@wsj
@worldeconomicforum
@businessinsider
@cnbc
Twitter:
@cnbc
@marketwatch
@nytimesbusiness
@bespokeinvest
@IBDinvestors
@benzinga
@stocktwits
General Resources
Financial industry career resources including interview preparation, resume help, answers to common questions
Free S&P Capital IQ Access through UW-Madison. Financial data and research platform.
Finance education, training, follow for daily interview questions!
Training for finance interviews
Excellent valuation resource with useful research, data, and tools