Institute of Advanced Investment Management
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: 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.
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.