YIS Global Stock Pitch Competition

Global Stock Pitch Competition

"Preparing The Next Generation of Great Investors"

YIS Global Stock Pitch Competition

72
Countries and Regions
CFA
Institute Recognition
Wall Street
Professionals
Development
Regional - National
- Asian - Global

Program Introduction

Young Investors Society

The Young Investors Society (YIS) is a non-profit corporation. YIS was formed in 2014 by a group of experienced Wall Street investors looking to invest their knowledge in the next generation of kids. They noticed that financial literacy was being taught poorly at most high schools across the country. Many schools had no organized investment programs, and the ones that did were teaching all the wrong principles: short-term, high-risk, gambling methodologies emphasized by stock performance judged over a month or two. Young Investors Society aimed to correct this. Its programs are written and directed by a group of over 30 professional investors. High-school students have the unique privilege to be taught fundamental, long-term investing in a fun and exciting way. The Young Investors Society is dedicated to preparing the next generation of investors.
YIS provides students with different learning and practice opportunities to enrich their Financial Literacy Cognition from two dimensions: Corporate Finance and Personal Finance. For this purpose, it organizes the Global Stock Pitch Competition and provides a wealth of Financial Literacy courses. Besides, YIS also provides students with two high-quality financial certification programs, Certified Young Investment Analyst and the CFA Institute Investment Foundation Program, so that students can fully participate in the financial practice. Website：https://yis.org/.
In 2022, ASDAN China became an exclusive partner of YIS in China. Both organizations aim to offer YIS's activities to high school students in China and jointly cultivate the future commercial elites.

YOUNG INVESTORS SOCIETY
GLOBAL STOCK PITCH COMPETITION

YIS' annual flagship event is the Global Stock Pitch Competition. This competition is the culmination of investment skills gained during the year and provides High School students with hands-on mentoring in financial analysis. Students (individually or in teams of two) create a "best stock idea" and analyze a publicly-traded company. Each student/team writes a report on their chosen company with a "Buy" or "Sell" recommendation and then presents and defends their analysis in a written report and brief to the judge panel.

YIS School Network

  • China
  • Switzerland
  • Singapore
  • Indonesia

  • United States
  • Australia
  • South Korea
  • Mexico

  • Japan
  • New Zealand
  • Malaysia
  • Ghana

  • Germany
  • Canada
  • Thailand
  • Nigeria

  • United Kingdom
  • India
  • Philippines
  • Nepal

  • Denmark
  • China HK
  • Pakistan


YIS Video Introduction

Development Path

* The Regional Round and National Round contain the above two academic sections (Stock exchange challenge and stock pitch competition), while the Asian Round and the Global Round include only the stock pitch competition section. But the difculty increases step by step.

Regional Round

National Round

Asian Round

Global Round
Regional Round
Regional Round

*There is no restriction and students can partake in regional rounds repeatedly in order to qualify for the National round.
Regional Round Agenda

  • Format：Individual competition and team competition
  • Numbers per team: 1-2 students
  • Language: English
  • Sessions：Stock Exchange Challenge and Stock Pitch Challenge Beginner level , Individual competition and team competition
  • Duration：One day in weekend
    • 10:00 - 11:00：Opening Ceremony and rules introduction
    • 11:00 - 11:20：Test Round
    • 11:30 - 12:30：Challenge 1: Stock Exchange Challenge
    • 14:30 - 16:30：Challenge 2: Stock Pitch Competition*
    • 16:30 - 17:00：Award Ceremony

*Academic materials for challenge 2 will be posted 7 days before the competition. Students can prepare in advance.

Awards:

Comprehensive Awards

  • Platinum：TOP 5%
  • Gold：TOP 15%
  • Silver：TOP 20%
  • Bronze：TOP 30%
  • Promotion Award：TOP 50%
  • Scoring Strategy：The ranking will be based on the results of both challenges, each having equal weight.

Stock Exchange Challenge Awards

  • 1st Place：TOP 5% in this session
  • 2nd Place：TOP 15% in this session
  • 3rd Place: TOP 30% in this session

Stock Pitch Challenge Awards

Students will be randomly allocated to different judges to show their presentations. Best
presenters will be awarded.

*All Award winners will receive a digital award certificate
*All delegates will receive a digital certificate of participation

Regional Round Academic Challenge Sessions

Challenge 1

Stock Exchange Challenge: Students will invest $100,000 virtual dollars through an online stock exchange system. The goal is to maximize the return on investment in a rapidly changing market. The system Database comes from the US Stock Market.

Challenge 2

Stock Pitch Challenge：young investors will analyze a stock of their chosen company and generate a “Stock Pitch Report” with a “Buy” or “Sell” recommendation, which will be judged by a panel of Industry Professionals and University Professors. The difficulty levels for this challenge are beginner, intermediate, advanced, and final.

Beginner Level：Learn how to choose stocks, master financial investment principles and terminology, be able to use investment analysis framework, complete independent stock analysis, and develop essential financial English presentation ability.

National Round
National Round
  • Date：Feburary, 2024
  • Location: China
  • Language: English
  • Sessions：Stock Exchange Challenge and Stock Pitch Challenge（Intermediate level），Individual competition and team competition (Composition shall be the same as in Regional Round)
  • Awards：
    • Platinum： TOP 5%
    • Gold: TOP 15%
    • Silver: TOP 25%
    • Bronze: TOP 40%
  • Qualification Benchmark：Platinum team will be invited to participate in Asian Round
National Round Academic Challenge Sessions

Challenge 1

Stock Exchange Challenge：Students will invest $100,000 virtual dollars through an online stock exchange system. The goal is to maximize the return on investment in a rapidly changing market. The system Database comes from the US Stock Market.

Challenge 2

Stock Pitch Competition：young investors will analyze a stock of their chosen company and generate a “Stock Pitch Report” with a “Buy” or “Sell” recommendation, which will be judged by a panel of Industry Professionals and University Professors. The difficulty levels for this challenge are beginner, intermediate, advanced, and final. Intermediate level：Clarify the recommendation of stock through logical analysis. The presentation must be clear in fluent English, and reasonable conclusion shall be drawn.
Asian Round
Asian Round
  • Date：April, 2024
  • Location：Online
  • Language: English
  • Session：Investment Analysis (Advanced level)
  • Format：Individual competition or team competition (Composition shall be the same as in Regional Round)
  • Qualification Benchmark：Asian Top 3
  • Advanced level: Face Asian/Global competitors. This stage tests students' independent thinking and judgment ability. Students must have unique opinions on stock choosing, analyzing, and predicting stock trends. They must demonstrate and analyze logically and have excellent English persuasion ability.
Global Round
Global Round
  • Date：May, 2024
  • Location：The United States
  • Language: English
  • Sessions: Investment Analysis (Final level)
  • Format: Individual competition and team competition (Composition shall be the same as in Regional Round)
  • Final Level: Face Asian/Global competitors. This stage tests students' independent thinking and judgment ability. Students must have unique opinions on stock choosing, analyzing, and predicting stock trends. They must demonstrate and analyze logically and have excellent English persuasion ability.

Academic Support

 
Stock Investing 101 Ebook
Official Video Courses
Previous Winner's Presentations : 2017 - 2021

Stock Investing 101 Ebook

YIS invited more than 30 financial experts to work together to compile "Stock Investing 101". The whole course will help students establish the financial investment concept, master the stock analysis tools, understand the intrinsic value of a stock, and form the financial language system.

  • Unit1：The seven golden rules of investing
  • Unit2：The value of a stock
  • Unit3：What makes a good Business
  • Unit4：Finding Stocks to invest in
  • Unit5： Learning to speak the language of Finance
  • Unit6：The investment thesis
  • Unit7：Intrinsic value

Official video courses

More than 20 video lessons with interactive exercises for students to master knowledge

Previous Winner's Presentations

2017 - 2021

Learning Materials (only for registered students)

 
Stock Investing 101 E-book
Stock Investing 101 Videos
Learning Handout
Lessons for investing report writing
Learn from 1st-place teams
Report writing samples
Stock analysis report sample
Tools for quantitative analysis

Stock Investing

Unit 1: The Seven Golden Rules of Investing

Lesson 1 – Who Are Investors

Lesson 2 – What Does It Mean to Invest in the Stock Market?


Lesson 3 – Beating The Market

Lesson 4 – The Seven Golden Rules of Investing


Unit 2: The Value of a Stock

Lesson 1: Why Do Stock Prices Fluctuate?

Lesson 2 – What is the Value of a Stock?


Lesson 3 – Applying the P/E Ratio



Unit 3: What Makes a Good Business

Lesson 1 – What Makes a Good Business?

Lesson 2 – Whatever Floats Your Moat


Lesson 3 – The SWOT Analysis


Lesson 4 – Predicting The Future Activity


Unit 4: Finding Stocks to Invest In

Lesson 1 – Coming Up With Investment Ideas

Lesson 2 – Using Research Reports to Evaluate Stocks


Lesson 3 – Make a List of Investment Ideas



Unit 5: Learning to Speak the Language of Finance

Lesson 1 – Introduction to Accounting

Lesson 2 – The Income Statement


Lesson 3 – The Balance Sheet



Stock Pitch Tutorial Videos

Stock Pitch Prep Video Part 1 - Introduction

Stock Pitch Prep Video Part 2 - Choosing A Company


Stock Pitch Prep Video Part 3 - The Investment Thesis

Stock Pitch Prep Video Part 4 - Company Overview


Stock Pitch Prep Video Part 5 - Competitive Advantage & Moats

Stock Pitch Prep Video Part 6 - Forecasting


Stock Pitch Prep Video Part 7 - Setting A Target Price

Stock Pitch Prep Video Part 8 - Investment Risks


Stock Pitch Prep Video Part 9 - Q&A Session

Stock Pitch Prep Video Part 10 - Tips & Tricks


2021 YIS Global Stock Pitch Competition-1st Place

2020 YIS Global Stock Pitch Competition-1st Place



2019 YIS Global Stock Pitch 1st Place


2018 YIS Global Stock Pitch Winner Re-cap Video



2017 YIS Stock Pitch Competition Sample

YIS Intrinsic Analysis Calculator

Business Evaluation Calculations

Intrinsic Value - Spreadsheet

Sample Industry P/E ratio chart


Ratio-Explanations

Please type the password to obtain the YIS learning materials

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YIS High Quality Certifications Program

Besides the Global Stock Pitch Competition, YIS also provides students with two high-quality financial certification programs to help students explore in the financial field.


YIS CYIA™ Designation
The highest honor within the YIS

Benefits of the CYIA™ Designation
  • The CYIA® Designation represents a tremendous achievement. It is widely respected by universities and future employers.
  • Approximately 10% of students entering YIS achieve the CYIA® Designation.
  • YIS CYIA™ holder is qualified to participate in the CFA Institute Investment Foundations® program.
Requirements and Process

Step 1：First Trial
（September – July of the following year）

The applicant submits the application, the organizing committee reviews it. Standards of application：
1. Participate in a Regional Stock Pitch Competition
2. Minimum GPA of 3.0 or equivalent (official transcript)
3. High School Teacher Letter of Recommendation

Step 2：Written Exam（According to Committee）

Online exam: Students who passed First Trial will be invited to participate in. Written exam has two sections.
Section1: 1-hour Online Timed Test. 60 Multiple-choice questions. Exam based on the concepts of Finance, Economics, and Business. Passing score is 70%.
Section2: You have one week to write an essay of no more than 500 words on the topic of Financial Investment. A B + grade will be acceptable.

Step 3：Interview （According to Committee）

30 to 40 minutes Final interview in English with a YIS Board Member. It mainly tests students' understanding and analytical ability of financial investment. Successful students will be awarded a Certified Young Investment Analyst.


CFA Investment Foundations® program

Introduction

Young Investors Society has partnered with the CFA Institute to bring the CFA Investment Foundations® program to our YIS students. This program is designed to offer YIS CYIA™ members with the opportunity to study CFA. Through online courses and professional assessment, students who successfully pass the online exam earn the CFA institute Investment Foundation Certificate to prepare for the CFA exam.

Note: This program offers CFA Level 1 Foundation courses

Advantages of the Program
  • CFA official certification
  • 80-hour online courses
  • Official entry for high school students
  • The Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.
Professional Evaluation
  • 80-hour online learning within 180 days
  • Professional online evaluation(100 mins)
  • After passing the exam, you will receive a paper CFA certificate and an digital badge

SPONSORS & PARTNERS

These companies are partners of YIS, and work with YIS every year to cultivate the practical ability of young people in the field of financial investment.

CFA Institute
CFA Institute
Credit Suisse Group AG
Credit Suisse Group AG
Fidelity Investments
Fidelity Investments
Citibank
Citibank
CLSA
CLSA
InvestoMetrix Group
InvestoMetrix Group
First National Bank
First National Bank
Stockpile
Stockpile
JP Morgan
JP Morgan
Investor's Business Daily
Investor's Business Daily