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Stock pitches receiving at least 60% of the votes of the Portfolio Analysts in attendance at the meeting are purchased in a portfolio sponsored by the Hawk Center for Applied Security Analysis. 

Current holdings are shown with related performance and recent estimate information.

Pitch Summary

Pitch Summary

In order to pitch a stock, members must follow the process outlined below:

  • Prepare a stock pitch using the template provided by the club (recommendation must be to BUY).

  • Sign up on the club's official pitch calendar

  • 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.

The analyst that originally pitched the idea can initiate a sell decision at any point by sending an email to the Club President and Faculty Advisors.

 

The analyst should then follow up with the rest of the club via an update at the next scheduled meeting or via email.

A sell can also be proposed by any Full Member for discussion at any club meeting and will be executed if it receives support from 75% or more of the Full Members attending 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.

(Includes Template and Examples)

Sign up to pitch via "Pitch Sign-Up" from the drop down menu under "Current Members"

Understanding Wall Street...

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Viewpoint on the investment landscape and general business insights

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Excellent blog discussing timely valuation ideas

Market news and analysis

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Daily news headlines

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Daily news headlines: Emerging Tech Brew, Retail Brew

Term of the Day, other options

Bloomber Opinion columnist, finance news

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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

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Academic Planning

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