Institute of Advanced Investment Management
Masters Student Investment Fund
Fundamental: CostCo (NASDAQ:COST)
Date Presented: 09/08/2025
Presented by: Cash Flow Crew – John Robinson, Peter Gagné, Robert Garaishin, Spencer Gleave
Type: Fundamental Analysis
Recommendation: Buy 11 shares priced at $967.9
Total Cost: $10,646.9
Investment Decision: Invest $10,646.9
Summary Costco remains an attractive buy thanks to its dominant market share, low-margin strength, and strong expansion runway. Growth potential is supported by rising international presence and e-commerce adoption, though investors should watch membership renewals and potential subscription price increases.
Fundamental: Lululemon Athletica Inc. (NASDAQ:LULU)
Date Presented: 10/13/2025
Presented by: Quantum Returns – Daniel Sun, Diego Llanos, Dexter Cly, Andrew Richardson
Type: Fundamental Analysis
Recommendation: Buy 115 shares priced at $174.09
Total Cost: $20,020.35
Investment Decision: Invest $20,020.35
Summary Lululemon remains a top-tier premium athletic brand, backed by strong ROIC, solid EPS growth, and a growing DTC footprint. Despite tariff and competition risks, its financial discipline, brand power, and international momentum support a BUY rating with meaningful upside.
Fundamental: Walmart (NYSE:WMT)
Date Presented: 10/13/2025
Presented by: Ute Capital – Garrett Pusey, Imran Al Sabbagh, Ryan O’Connor, Torlif Wegener
Type: Fundamental Analysis
Recommendation: Buy 100 shares priced at $101.84
Total Cost: $10,184
Investment Decision: Invest $10,184
Summary Walmart’s DCF supports a Buy, driven by steady grocery-led traffic, nationwide omnichannel reach, and margin expansion from higher-margin profit pools like Retail Media, 3P Marketplace, and memberships. Its scale and tech advantages strengthen cash-flow resilience, with key risks reflected in scenario ranges.
Fundamental: Ulta (NASDAQ:ULTA)
Date Presented: 10/20/2025
Presented by: The 4 Risketeers – Gabriela Mostacero, Jaxon Floyd, Nicole Matamoros and Jaxon Floyd
Type: Fundamental Analysis
Recommendation: Buy 18 shares priced at $537.29
Total Cost: $9,671.22
Investment Decision: Invest $9,671.22
Summary Ulta’s brief 2024 market-share setback is balanced by its strong balance sheet, steady free cash flow, and growth plans in marketplaces, international markets, and 200 new stores. Buying 18 shares reflects a measured bet on its brand strength and solid recovery potential.
Fundamental: FTAI Infrastructure Inc. (NASDAQ:FIP)
Date Presented: 10/20/2025
Presented by: Mosaic Capital – Ben Worsley, Jared Lee and Selma Andersen
Type: Fundamental Analysis
Recommendation: Buy 3600 shares priced at $5.41
Total Cost: $19,476
Investment Decision: Invest $19,476
Summary DCF supports a 12-month target of $11.70 (range $5.33–$14.83). BUY based on hard-to-replicate assets, rising contracted cash flows, rail scale-up via W&LE, and credible deleveraging/multiple-expansion catalysts. Monitor rates/credit, W&LE close and synergies, terminal utilization, and asset recycling.
Fundamental: Duolingo, Inc. (NASDAQ:DUOL)
Date Presented: 03/02/2026
Presented by: Mosaic Capital – Ali Salman, Ben Worsley, and Selma Andersen
Type: Fundamental Analysis
Recommendation: Buy 198 shares priced at $97.85
Total Cost: $20,000
Investment Decision: Invest $20,000
Summary Duolingo’s leadership position, AI-driven differentiation, strong unit economics, and exposure to a large, expanding TAM support a constructive outlook. A blended valuation approach yields a 12-month target of $331.88 (+239% upside). The recommendation is to buy 200 shares ($20,000 allocation; 1.93% portfolio weight), with key risks including low conversion rates, AI commoditization, execution challenges in new verticals, and app-store policy changes.
Fundamental: Alibaba (NYSE:BABA)
Date Presented: 10/27/2025
Presented by: Sharpe Edge – Elias Taylor, Henrique Zappe, Mikhail Berlay, Zach Zimmerli
Type: Fundamental Analysis
Recommendation: Do Not Buy
Investment Decision: Did Not Invest
Summary Alibaba’s slowing commerce growth, rising competition, and margin pressure outweigh gains in cloud and international segments. Long-term bets in AI and logistics haven’t lifted performance or valuation. With modest growth and execution risks, Alibaba falls short of our 12% target and isn’t a buy.
Fundamental: PayPal Holdings. (NASDAQ:PYPL)
Date Presented: 02/09/2026
Presented by: Quantum Returns – Daniel Sun, Diego Llanos, Dexter Cly, Andrew Richardson
Type: Fundamental Analysis
Recommendation: Buy 480 shares priced at $40.42
Total Cost: $20,000
Investment Decision: Invest $20,000
Summary Deep valuation discount for a cash-generative payments platform with stabilizing fundamentals and monetization-driven upside support a BUY rating with meaningful upside.
Fundamental: Levi Strauss & Co (NASDAQ:LEVI)
Date Presented: 02/09/2026
Presented by: Cash Flow Crew – John Robinson, Peter Gagné, Robert Garaishin, Spencer Gleave
Type: Fundamental Analysis
Recommendation: Buy 949 shares priced at $20.55
Total Cost: $20,000
Investment Decision: Invest $20,000
Summary Steady dividends and revenue growth, improved margins from direct-to-consumer initiatives and Project FUEL, strong marketing, and international expansion, including the UK, together support durable earnings momentum and upside potential.
Fundamental: SiTime Corporation (NASDAQ:SITM)
Date Presented: 02/23/2025
Presented by: Ute Capital – Garrett Pusey, Imran Al Sabbagh, Ryan O’Connor, Torlif Wegener
Type: Fundamental Analysis
Recommendation: Buy 12 shares priced at $393.29
Total Cost: $4,719.48
Investment Decision: Invest $4,719.48
Summary SiTime is a leading semiconductor timing company with strong revenue growth, rising profits, and clear technology advantages. Risks include customer concentration, economic cycles, and Renesas deal execution, but its disciplined finances, solid balance sheet, and AI momentum support a BUY rating with long-term upside
Fundamental: JPMorgan Chase (NYSE: JPM)
Date Presented: 03/23/2026
Presented by: Cash Flow Crew – John Robinson, Peter Gagné, Robert Garaishin, Spencer Gleave
Type: Fundamental Analysis
Recommendation: DO NOT BUY
Investment Decision: Fund decided not to buy.
Summary We view JP Morgan as more or less properly priced in the current market. We view it as slightly overvalued by 3.2% from the date of our valuation.
Fundamental: Grab Holdings (NASDAQ:GRAB)
Date Presented: 03/23/2026
Presented by: Quantum Returns – Daniel Sun, Diego Llanos, Dexter Cly, Andrew Richardson
Type: Fundamental Analysis
Recommendation: Buy 5600 shares priced at $3.56
Total Cost: $20,000
Investment Decision: Invest $20,000
Summary Grab’s investment case centers on its leadership as Southeast Asia’s leading super-app, with profitability nearing an inflection point. Growing fintech adoption supports durable monetization, while the recent selloff creates an attractive entry point for investors seeking improving margins and long-term upside.
Systematic: Betting Against Beta
Date Presented: 11/03/2025
Presented by: Ute Capital – Garrett Pusey, Imran Al Sabbagh, Ryan O’Connor, Torlif Wegener
Type: Systematic Strategy
Recommendation: Do Not Buy
Investment Decision: Did Not Invest
Summary Replicating BEB strategy, by mimicking the effects of leverage
and shorting; Under these parameters, a long-only portfolio of low-beta equities screened for quality and liquidity can still deliver superior risk-adjusted returns for investors
Systematic: BuyBack Strategy
Date Presented: 11/03/2025
Presented by: Cash Flow Crew – John Robinson, Peter Gagné, Robert Garaishin, Spencer Gleave
Type: Systematic Strategy
Recommendation: Do Not Buy
Investment Decision: Did Not Invest
Summary Investing in companies with a high buyback yield, that generate positive free cash flow, allow you to find undervalued securities in the market.
Systematic: Quality Minus Junk Strategy
Date Presented: 11/10/2025
Presented by: The 4 Riskteers – Gabriela Mostacero, Jaxon Floyd, Nicole Matamoros and Jaxon Floyd
Type: Systematic Strategy
Recommendation: Invest $50,000
Investment Decision: Invested $50,000
Summary The QMJ strategy selects companies with strong profitability, healthy balance sheets, consistent earnings, and high free cash flow generation. The screen identifies and ranks firms across four quality dimensions (profitability, efficiency, safety, and stability).
Systematic: Profitability, Size, and Value in Low-Risk Investing
Date Presented: 11/10/2025
Presented by: Quantum Returns – Daniel Sun, Diego Llanos, Dexter Cly, Andrew Richardson
Type: Systematic Strategy
Recommendation: Do Not Buy
Investment Decision: Did Not Invest
Summary Invest in large-cap U.S. stocks with low market beta and
reasonable valuations, while excluding small growth and unprofitable firms, to achieve S&P 500–like returns with lower volatility and smaller drawdowns.
Systematic: Multi-Factor Composite: Quality, Profitability, Momentum
Date Presented: 11/17/2025
Presented by: Sharpe Edge – Elias Taylor, Henrique Zappe, Mikhail Berlay, Zach Zimmerli
Type: Systematic Strategy
Recommendation: Invest $50,000.
Investment Decision: Invested $50,000.
Summary This strategy ranks companies from the Russell 3000 index on a multi-factor composite score, based on standardized metrics associated with momentum, quality, and profitability.
Systematic: 100 Baggers
Date Presented: 02/23/2026
Presented by: The 4 Riskteers – Gabriela Mostacero, Jaxon Floyd, Nicole Matamoros and Jaxon Floyd
Type: Systematic Strategy
Recommendation: Invest $30,000
Investment Decision: Invested $30,000
Summary Invest in micro‑cap companies ($50M–$2B) that show accelerating YoY revenue growth and reasonable valuations. By combining fundamental momentum with value filters, this strategy looks to capture price expansion of early-stage businesses before the market fully recognizes the opportunity.
Systematic: Full Spectrum
Date Presented: 03/02/2026
Presented by: Sharpe Edge – Elias Taylor, Henrique Zappe, Mikhail Berlay, Zach Zimmerli
Type: Systematic Strategy
Recommendation: Invest $50,000.
Investment Decision: Fund decided not to invest $50,000.
Summary A momentum strategy that selects S&P 500 stocks repeatedly hitting new 26-week highs, allocated across five implied volatility bands to diversify across risk profiles and momentum types.
Systematic: Density Edge
Date Presented: 04/06/2026
Presented by: Sharpe Edge – Elias Taylor, Henrique Zappe, Mikhail Berlay, Zach Zimmerli
Type: Systematic Strategy
Recommendation: Invest $30,000.
Investment Decision: Invested $30,000.
Summary Rank S&P 500 stocks by how persistently they claim their new 26-week high (touch density). Buy the top 5. Hold 13 weeks (quarter). Repeat monthly with 3 staggered sub-baskets, creating a fully invested strategy of holding 7-11 stocks 95% of the time.
Systematic: Growth Profitability Premium Strategy
Date Presented: 04/06/2026
Presented by: Mosaic Capital – Ali Salman, Ben Worsley, Selma Andersen
Type: Systematic Strategy
Recommendation: Invest $45,000.
Investment Decision: Invested $45,000.
Summary This strategy targets companies demonstrating the highest gross profitability relative to total assets, screened through value filters to avoid overpaying. This profitability-tilted portfolio is designed to outperform the S&P 500 through exposure to companies with superior economic efficiency and attractive valuations.
Review: GoDaddy, Progressive and REITs
Date Presented: 11/24/2025
Presented by: Quantum Returns – Daniel Sun, Diego Llanos, Dexter Cly, Andrew Richardson
Type: Review
Recommendation: GDY: Hold, PGR: Hold, REITs: Sell.
Investment Decision: Approved.
Review: American Express, Small Cap Syndrome
Date Presented: 12/01/2025
Presented by: Sharpe Edge – Elias Taylor, Henrique Zappe, Mikhail Berlay, Zach Zimmerli
Type: Review
Recommendation: Hold All.
Investment Decision: Agreed.
Review: 3C Strategy, Vital Farms, PepsiCo
Date Presented: 12/01/2025
Presented by: Cash Flow Crew – John Robinson, Peter Gagné, Robert Garaishin, Spencer Gleave
Type: Review
Recommendation: Macro: Hold, Vital Farms: Hold, PepsiCo: Sell
Investment Decision: Approved.
Review: CBRE, Surviving January Blues and High Energy Low Beta
Date Presented: 11/05/2026
Presented by: The 4 Riskteers – Jaxon Floyd and Nicole Matamoros
Type: Review
Recommendation: CBRE: Sell, Surviving January Blues: Sell, High Energy, Low Beta.
Investment Decision: Approved.
Review: META, Golden Cross, Staples and Stethoscope
Date Presented: 01/05/2026
Presented by: Ute Capital – Garrett Pusey, Imran Al Sabbagh, Ryan O’Connor, Torlif Wegener
Type: Review
Recommendation: Sell All
Investment Decision: Agreed