Investment Analysis Proposal

Investment Analysis Proposal Order Description Objective Outline how you would (and will) use publicly available data and economic analysis to determine under what circumstances it is worthwhile to invest in Wind Mobile. Writing Assignment 3: Investment Analysis Proposal Objective Outline how you would (and will) use publicly avail able data and economic analysis to determine under what circumstances it is worthwhile to invest in Wind Mobile. Detailed Introduction In the final assignment for this class you will be asked to advise an investment firm as to whether or not – or under what circumstances – to i nvest into Wind Mobile. You will have to support yo ur recommendation with an argument based on economic r easoning and data. In this assignment you are asked to write a proposal that wins you the consulting contr act from the investment firm. To give you specific set-up, imagine you graduated from the commerce program five years ago. During on e of the meet-&-greets at Rotman you met Mr. Liu van Han ebanker, the founder of the Vancouver-based investm ent firm WaiiftLR (which some happy clients claim stand s for “we are in it for the long run”). Somehow the re was a personal connection between you and Mr. van Haneban ker and he became a mentor of sorts and a friend. T his past summer you had lunch with him in Vancouver whi le you were on a business trip there. You had an en gaging conversation about the Canadian Economy in general, the mis-use of economic analysis, over-emphasis on past performance in the financial investment industry, a nd the long-run implications of data being availabl e at almost zero marginal cost for the demand for the analytica l skills to interpret the data. Since the lunch you have been on the phone more frequently, and you conversation has turned regularly to the Canadian wireless indus try. It’s been about two weeks since your last phone cal l and on Monday evening you receive the following e mail from Mr. van Hanebanker Dear friend, When we last talked I predicted a change in Wind Mo bile’s top dog. You probably saw it in the paper la st week – Pietro Cordova is the new CEO. Anthony is still chairman and the main investor. As you know, he led the buy-out last months, which I think was a smart move. In any case, Anthony has asked me to come on board and invest in Wind Mobile. Anthony an d I go back a long time, but still I don’t want to jump into something I don’t understand and I would have no trouble backing out altogether. On the othe r hand, I understand that Wind Mobile might represe nt a unique opportunity. I want to keep this under the radar for now and don ’t want to officially hand it to one of our analyst s. Can you help me? I need a full-blown report abou t the perspective of Wind Mobile. Is there a chance of pr ofitability in the middle-range future? How would R oger’s and Bell react to that? What will the regula tors do and does anyone have any sense of how Canadian d emand is likely to behave over the next few years? The all-critical spectrum auction is coming up next April. Wind needs cash before then so Anthony wants us on-board no later than the end of March, m aybe earlier. But first I need to convince my partners that investing in Wind Mobile is even some thing we should be looking into. On Dec 2 nd , we are meeting off-site, so that would be the per fect opportunity for me to discuss it with them. Can you put together a preliminary report and a proposal f or a full investment analysis by, say, Nov 27 th ? Tout your own horn a little bit, too – you know to get the pa rtners to buy in to bring in an “outsider” (sorry) but mostly lay out why it might be profitable and w hat sort of data and analysis we need to look at to figure out whether it will be. The more you can convince them that it is straightforward and just a matter of you putting in the hours, the better - since we are und er a deadline to make the decision. Sorry for jumping this on you. I wanted to call, bu t there hasn’t been a quiet moment around here for days. If you cannot do it, I understand – just let me know. I hope this email finds you well as always. Yours, Liu You are incredible busy, of course. But you feel ho nored by the trust Mr. Hanebanker has put in your analytical skills, and y ou don’t want to disappoint your friend and mentor. A quick search through last week ’s business news confirms the news of Wind Mobile’s change in CEO and you respond to Mr. Hanebanker to confirm that you will get him a preliminary report and proposal by November 27 th . Instructions The final document should - Exceed no more than three pages plus an executive s ummary. - Motivate why the wireless industry may be an intere sting industry to invest. - Outline which questions need to be answered to dete rmine whether Wind Mobile might be a good investment choice, and - Explain how, going forward, these questions can be answered with publicly available data. - State briefly why you are qualified to complete thi s analysis. The writing should be comprehensive, i.e., all majo r economic aspects you can think of as relevant sho uld be covered. It should also be concise, precise, and sp ecific. For example, use “whether” instead of “whet her or not”, use “equals” instead of “is equal to”, and so forth. Instead of “using data on how usage varies with income I will ...” or “building on data from the Communicati ons Monitoring Report I will ...” say “using usage da ta by income from the CRTC’s Communications Monitoring Re port I will ...” Be aware that it takes time and several sittings to complete this assignment. Distinguish between writ ing (no evaluation, no judgment) and revising/ rewriting. P lan to start this coming weekend. Don’t try to writ e down the final product in the first sitting. Achieving this would be impossible even for the most experienced w riters. Give yourself time to reflect and to revise. In the past, students have made good experience wit h explicitly working through the following stages. 1. Collecting thoughts and ideas through one or more unconstrained writing bursts on main components of the proposal. Doing so gets you writing without judgment, evaluation or premeditation. You then hav e words on paper or file you can start working with. 2. Once you have something – anything – written, you c an sort through your brainstorming, pick interesting points, and get a preliminary general s tructure in place. Doing so gives you a general out line – a pre- draft version of the proposal. At this point you can als o determine which gaps need to be filled, and which points in your argument need to be strengthened; ag ain use an unconstrained writing exercise to figure out what you may want to say on these points. 3. Now that you have a general outline and now which p oints you want to make, you can work toward you first complete version, your first draft . Try to set aside evaluating your own writing once more and just get all points spelt out in a somewhat reasonable order. 4. With a draft in hand you have for the most part fig ured out which points you want to make them and how you want to support them. Next you need to figu re out how to argue it well. To do so question the structure, question the content of paragraphs, ques tion your argument. Instead of “is this complete?” ask Source: Toronto Star, Tuesday October 28 th , 2014 PLACE THIS ORDER OR A SIMILAR ORDER WITH US TODAY AND GET AN AMAZING DISCOUNT :)