Investment strategy case · 2024
Interfraternal Case Competition: EV Investment Strategy
I led a team evaluating Tesla, BYD, and Toyota as long-term investments through financial and industry research.
- 2nd
- place finish
- ≈20
- competing teams
- 5
- team members
- Role
- Team lead
- Tools
- Financial research · Strategy · Team leadership
The challenge
What needed to change
The competition asked teams to select a publicly listed automaker for a three-to-five-year investment horizon using financial and sustainability performance.
My contribution
Responsibilities
- Led a five-person team through research, synthesis, and presentation preparation.
- Helped compare Tesla, BYD, Toyota, and broader automotive-industry pressures.
- Organized financial, competitive, sustainability, and market evidence into a recommendation.
- Presented the recommendation to an audience of peers and professionals.
The system
Approach and decisions
- Used the competition brief to frame the investment horizon and evaluation criteria.
- Compared operating performance, cash and debt position, revenue growth, competition, and market barriers.
- Connected quantitative research with sustainability and industry-transition considerations.
- Structured the presentation around a clear recommendation and supporting risks.
The result
Outcome
The team recommended Tesla and earned second place among approximately 20 teams. The project strengthened Alyssa’s experience leading research under a deadline and presenting a defensible recommendation.
Attribution: This was a five-person Delta Sigma Pi team project led by Alyssa Manchester.
Evidence