Financial Analysis at “Jungle Speed”

The CFA Institute Research Challenge wrapped up its seventh competition on 12 April in London with a new global champion: Wroclaw University of Economics. The five-member winning team from Poland included Jan Kasperowicz, Katarzyna Kowalczyk, Piotr Lembas, Kamil Saklaski, and Marta Szudzichowska, who served as the team’s captain. Szudzichowska explained that in addition to extensive preparation for each challenge event, an important element of the team’s winning strategy was their ability to handle stress. To relieve pressure and regain their focus, the team enjoyed playing a card game called “Jungle Speed.” “In the end, before our final presentation, only one thing really mattered: how to deal with the stress,” said Szudzichowska. “The card game really helped us cool off and enabled us to go into the Q&A session with clear heads.” As part of the research challenge competition, students worked in teams to write an initiation-of-coverage report on their assigned subject company. Some teams are then invited to present and defend their “buy,” “sell,” or “hold” recommendation to a panel of industry experts. This is no small task. Students spend hundreds of hours preparing for the competition while enrolled in full course loads (sometimes at the graduate level), working, and managing other personal and professional commitments. Team member Kamil Saklaski learned many lessons from the experience, especially when it came to collaboration. “The research report that we had to prepare on KGHM Polska Miedź S.A. required different expertise, approaches, and ideas. Each of us improved our analytical skills while working on each section, keeping in mind the whole structure and the character of our investment story. On the other hand, we gained a lot of ‘soft skills’ too, like teamwork, time management, task planning, and a broad array of presentation skills.” More than 3,500 students from more than 775 universities participated in local competitions held in 55 countries this year. Winners from each local-level competition, organized by volunteers at CFA Institute member societies, advanced to one of three regionals hosted by CFA Institute: Asia Pacific (held in Kuala Lumpur on 23 February), the Americas (held in Toronto on 21 March), and EMEA (held in London on 11 April). The winners from each regional then advanced to the final competition on 12 April and included:

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