Friday, November 7, 2008
The Results
In front of a crowd of about 200 students and 6 judges, the 4 finalist picked 1 stock from the following three: Apple, Motorola and Research in Motion.
MIT went first, recommending a buy on Motorola. Their thesis was based on the fact that if the handset unit was spun of/sold, the stock would be worth around $8 compared to the $4 its trading at.
Tuck went second, recommending a sell on Motorola. This made for an interesting comparison with MIT. Indeed, the very first question that the judges asked was, what if the handset unit was sold off?
Next, Wharton recommend a buy on RIM. This was based on the fact that they are locked into the enterprise market. The judges were concerned with future revenue growth projections (at a 100% even through the recession). I tended to agree with the judges. Furthermore, most of the presentation was just a reading off the slides. On the other hand, the Q & A was handled well.
Finally, Kellogg pitched Apple. This was a pleasant surprise. I had just pitched Apple to our Investment Management Club on Monday. I really liked the stock (maybe a little too much). Kellogg made a very compelling case, I thought. No prizes for guessing who I think should win.
On that note, got to run before the winners are announced. Stay tuned!
MIT went first, recommending a buy on Motorola. Their thesis was based on the fact that if the handset unit was spun of/sold, the stock would be worth around $8 compared to the $4 its trading at.
Tuck went second, recommending a sell on Motorola. This made for an interesting comparison with MIT. Indeed, the very first question that the judges asked was, what if the handset unit was sold off?
Next, Wharton recommend a buy on RIM. This was based on the fact that they are locked into the enterprise market. The judges were concerned with future revenue growth projections (at a 100% even through the recession). I tended to agree with the judges. Furthermore, most of the presentation was just a reading off the slides. On the other hand, the Q & A was handled well.
Finally, Kellogg pitched Apple. This was a pleasant surprise. I had just pitched Apple to our Investment Management Club on Monday. I really liked the stock (maybe a little too much). Kellogg made a very compelling case, I thought. No prizes for guessing who I think should win.
On that note, got to run before the winners are announced. Stay tuned!
# posted by Ali @ 11:07 AM 
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All the choices were great, but Apple is by far the best choice. It has more than doubled in value in the last nine months alone. Hard to beat that. Akamai is another favorite pick.
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