USIT Financial

Workshop
By Matthew Rindelaub

I will discuss and make forward-looking

statements. These are based on my
predictions and expectations as of today.
Actual events or results could differ materially
due to a number of risks and uncertainties.

Matthew Rindelaub
Senior Finance and Economics major
Point72 Asset Management
USIT and UBC
Join USIT/donate to BBA Legacy
PowerPoint Minimalist
Ask Questions

USIT
Founded in 2010
Goal is to train and educate people in finance
Largest Finance organization at UT
Accessible to intense
Portfolio $20K
TCP
McCombs/National recognition
Placement
Meet Tuesday nights in GSB 2.126

General Advice for Case

Comps
Story and clarity matter
Divide and conquer
Practice your presentation
Dont overestimate the importance of
deck quality
Dont do nonsense but be clear and
confident

Advice for Finance Piece

Dont get to stuck in the weeds
Youre a grenade not a sniper
Be cognizant of your assumptions
Try to account for major pieces

Income Statement

Lemonade Stand Open

Excel

Additional Info
Margins
SSS%
Sales per sq ft.
Cannibalization
Foot traffic
# of items carried

Resources
Google!!!!!!!!!!!!!!!!!!
EDGAR
Company IR
http://www.valueline.com/Stocks/Industri
es/Industry_Analysis__Grocery.aspx#.
VkJnCrerT3Q
http://www.fulcrum.com/grocerystores_ap
praisal
/

Q&A