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Stock Pitch Competition

Richard P. & Susan P. Davis Stock Pitch Competition Winners - 2017





Pictured above are Russell Woehrmyer and Chase Dollar, grand prize winners of the second annual Richard P. & Susan P. Davis Stock Pitch Competition. These two junior-year Finance majors advanced from the First Round of competition, held on September 28 and 29, to beat out the other three finalists during the Championship Round on Friday, October 13.

We would like to acknowledge and thank our competition judges:

Carl Chen, Ph.D.
William J. Hoben Professor of Finance
University of Dayton

Jon Fulkerson, Ph.D.
Assistant Professor of Finance
University of Dayton

Mark Henestofel
Wealth Management Advisor & Senior Vice President
Merrill Lynch Wealth Management
Miamisburg, OH

Daniel J. Kapusta
Davis Center Director & Lecturer of Finance
University of Dayton

Kyle Moore, CFA
Portfolio Manager
RiverPoint Capital Management
Cincinnati, OH

David Nienaber, CFA, CFP
Financial Planner
Foster & Motley
Cincinnati, OH

Adam Schaffer
Investment Operations Manager & Portfolio Manager
Buckingham Capital Management
Dayton, OH

Josh Weiland
Financial Advisor
Miamisburg, OH

Jeffrey Zhang, Ph.D.
Associate Professor of Finance
University of Dayton

Ace pitcher and competition mascot, Bully Mays, who is equally at home on Wall Street or on the ball field, congratulates the winners and thanks everyone who participated in the second annual Richard P. & Susan P. Davis Stock Pitch Competition. Whether he's pitching stocks or pitching sliders, Bully is as proud of his ROI as he is of his ERA. His pride also extends to the fine performances exhibited by this year's competitors!

Rules & Resources


Competing teams

Teams are to consist of at least two, but not more than three, undergraduate students currently enrolled full time in the School of Business Administration at the University of Dayton.

The competition will be limited to 24 teams, so don't delay in registering.

All team members must actively participate in the preparation and presentation of the pitch, as well as in the follow-up Q&A session with the judges.

Cash awards must be divided equally among all team members, and are subject to taxation.

stock selection

Any stock pitched must currently be publicly traded on either the New York Stock Exchange or NASDAQ.

No exchange-traded funds (ETFs) or mutual funds.

The market capitalization of the company being pitched must be at least $2 billion.

You do not have to identify the stock you will pitch at the time of registration; however, your PowerPoint presentation must be e-mailed as an attachment to by midnight on Tuesday, September 26, 2017.

pitch presentation

All teams will pitch long positions only, which means yours must be a "buy" recommendation as opposed to a "sell" or "hold."

Pitches may be up to 30 minutes in length, and will be immediately followed by a brief Q&A session with the judges.

Sources must be cited by footnote at the bottom of any slide reflecting tables, charts, or other data not originally created by the team.


A two-person panel in the preliminary round, and a three-person panel in the final round, consisting of faculty and/or investment professionals will evaluate pitches based on the quality of analysis, presentation skills, Q&A expertise, and strength of investment thesis.

Four teams from the first round on September 28/29 will advance to the final round on October 13.

training camp

A pre-season training camp will offer an overview of a stock pitch, touching on each of the elements the judges will expect you to cover in your presentation. "Coach" Dan Kapusta will help you prepare for competitive play.

pitch guidelines & scoring rubric

Click here to download document.

If you have questions, call Peggy at 937-229-4761, or e-mail her at


short introductory Videos to relevant topics

What is the Intrinsic Value of a Stock? (00:01:45)

How to Choose the Best Stock Valuation Method (00:01:40)

Discounted Cash Flow (00:01:55)

Dividend Discount Model (00:01:46)

Understanding Free Cash Flow (00:01:55)

Equity Valuation:  The Comparables Approach (00:01:25)

Value Stock (00:01:18)

Five Must-Have Metrics for Value Investors (00:02:03)

Difference Between a Growth and a Value Stock (00:02:47)

Porter's Five Forces (00:01:44)

Competitive Advantage (00:01:32)

stock pitch videos

Duke University's Smart Women Securities Team Pitching Caterpillar (00:10:39)

Taylor University's Student Endowment Team Pitching Accenture (00:07:50)

Alfred University's SMIF Pitching Capital One (00:06:38)

Fink Stock Pitch Competition 2015 (Please note that this video features MBA students offering lengthier pitches than our competition allows.)

online articles

Stock Pitch Worksheet - Duke University

London Business School Investment Management Club - Must-Haves in Investment Write-Ups (Click on "Guidelines")

How to Choose the Best Stock Valuation Method

Selecting a Valuation Method

How to Value Stocks


The Stock Pitch Competition is recognized as an official University of Dayton R.I.S.E. program.

Department of Economics and Finance

Miriam Hall
300 College Park
Dayton, Ohio 45469 - 2251
Economics and Finance