Real vision investment case study is a competition where each competing school will select three students who will collaborate to produce a detailed analysis and a 5 minute video to support their investment thesis. The top five videos will be aired on Real Vision and from those five finalists, we will select three winning teams. In addition, a People’s Choice prize will be awarded to the team garnering the most votes from visitors to The Economist website.
The winning team will receive $10,000, a trophy from The Economist and a special showcase on Real Vision, putting them alongside some of the legends of the industry and giving them exposure to financial professionals all around the world.
Our challenge is simple.
Walmart vs Amazon: Which stock would you choose to invest in if you couldn’t sell it for a decade, and why?
The challenge is one that may seem straightforward at first blush but, upon reflection, is not as simple as it may appear.
The two companies are alike in many ways yet couldn’t be more different. They bring the new world crashing into the old world and will be the battleground for the future of mass retail.
Both companies are behemoths. Both have a market capitalization of ~$225 billion but that is where the similarities begin to diverge. Dramatically.One trades on 15x forward earnings, one on 400x. One is forecast to make an operating profit of $31 million in Q2 2015, the other $5.8 billion. One pays a dividend of 2.7%, the other? Not so much. One has risen over 50% in 2015, the other has fallen 15%.
The market seems to have spoken, Now it’s your turn.
Awards:- $10000, a trophy from The Economist and a special showcase on Real Vision and exposure to financial professionals all around the world.