Cal Poly Finance Team Advances in Global Competition with Analysis of PayPal Stock Outlook – Cal Poly News

Linda D. Klein

Business enterprise Pupils gained neighborhood, regional titles in CFA Expenditure Research Challenge and
advanced to the maximum degree of any crew from the university’s Orfalea Faculty of Organization
 
A team of five Orfalea College of Business students advanced to the next stage of the 2021-22 Chartered Financial Analyst Institute Research Challenge. Finance students, from left, Dominic Juliano, Samuel Paik, Alexandra Joelson (team captain), Cameron Wong and Shingo O’Flaherty represented Cal Poly in the annual global competition.
SAN LUIS OBISPO — A in depth assessment of PayPal’s stock outlook, with a advice to provide, helped a staff of Cal Poly finance students surpass hundreds of some others not too long ago in the Chartered Money Analyst Institute Exploration Problem.
 
Competing from about 900 colleges from North, Central and South The united states, the Cal Poly team was one particular of just 17 that advanced to the Americas’ semifinals held this thirty day period, getting received the area and subregional stages. The global competitiveness includes about 5,000 undergraduate and graduate learners from universities in additional than 91 international locations. Pupils are tested on their analytical, valuation, report creating and presentation expertise.

For the levels of competition, the pupils ended up assigned to conduct an assessment of PayPal, a San Jose-based firm furnishing financial transaction processing services. The team spent five months compiling a report — which bundled information about PayPal’s business product, an sector overview, dangers and additional — ahead of generating a recommendation to promote PayPal stock, projecting its value would lessen by in excess of 12 percent within just a calendar year.
 
“Developing this report may well be just one of the toughest and most considerable assignments we have ever worked on,” explained staff captain Alexandra Joelson of San Diego. “We have been confined to 10 core web pages and 10 appendix web pages. However that may perhaps seem to be like a ton, we had this sort of an ample total of study and evaluation, and it was complicated to continue to keep it to this webpage restrict.”
 
The staff also incorporated: Cameron Wong and Dominic Juliano, each from San Francisco Samuel Paik, of Orinda, California and Walnut Creek, California, resident Shingo O’Flaherty.
 
“Early on, our team customers discovered each and every individual’s techniques and abilities,” stated school advisor Cyrus Ramezani, a finance professor in the Orfalea School of Business. “They then divided the perform and specialised to be most productive. This is the closest our students can get to a genuine-planet practical experience. It is also a person of the finest illustrations of our Master by Undertaking mantra at the Orfalea College or university of Company.”
 
Cal Poly alumnus Scott B. Kirk (Business enterprise Administration, Fiscal Administration, ’05) also served as staff advisor.
 
At the time tasks ended up assigned, the team analyzed PayPal, its market and income motorists, and then labored as a team to acquire a in depth economical model, write a thorough report and get ready their presentations.
 
“This money product aided us discover key conclusions that could travel our sell tale,” Joelson claimed.
 
That story, Ramezani claimed, was sent in a well-published and comprehensively made report — with comprehensive use of graphs and charts — that could be utilised by portfolio managers to make financial investment decisions.
 
“Students also produced a detailed slide deck and made numerous shows to market experts (the judges),” he said. “They are anticipated to plainly existing and defend their analysis and financial commitment recommendation.”
 
In accordance to their research, PayPal’s competition include things like Apple Pay out, Google Pay back and Zelle, a digital payments community backed by these types of money institutions as Lender of The us, Funds Just one, JPMorgan Chase and Wells Fargo.
 
PayPal’s present-day demographic is largely individuals amongst the ages of 35 and 55. Even though the corporation benefited from the change to on-line searching, significantly in the course of the pandemic, encroachment by highly effective competition, a rise in curiosity premiums and inflation, and geopolitical hazard all lead to a questionable inventory long run, the workforce concluded.
 
Since the project lasted many months, that analysis was issue to improve. The report even references the 2-thirty day period-outdated war in Ukraine, which began in the course of the job.
 
“It was extremely challenging to update our presentation thanks to the volatility of the current market and the frequent fluctuation in PayPal information,” Joelson stated. “The group set up a plan of exactly what we desired to update to assure we had the most up-to-date and exact presentation probable.”
 
Immediately after successful at the area levels of competition in San Francisco (16 groups), the group also state-of-the-art from the Western U.S. spherical to the Americas semifinals. Cal Poly did not advance to the Americas finals, which consider put April 28.
 
“The opposition is incredibly competitive at the semifinal stage, and we could have been removed by a portion of a place,” Ramezani claimed. “Still, this is the initial time our pupils have achieved this stage, and we are very pleased of the do the job our team has done.”
 
The project provided the college students significant capabilities that will get ready them for their future occupations, Joelson explained.
 
“This working experience felt like a serious-entire world project as we experienced to continually observe and stay up to day with the sector.”
 
Photo information and facts: A staff of five Orfalea University of Business pupils advanced to the upcoming stage of the 2021-22 Chartered Monetary Analyst Institute Investigation Obstacle. Finance students, from still left, Dominic Juliano, Samuel Paik, Alexandra Joelson (group captain), Cameron Wong and Shingo O’Flaherty represented Cal Poly in the annual world wide levels of competition.
Picture by Austin Ma

Get in touch with: Pat Pemberton
805-235-0555 [email protected]

April 26, 2022

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