Investment Case Competition · 2025 · 🥉 Third Place
OCBC National Investment Competition
An investment thesis with full financial modeling, valuation, and risk assessment that placed third nationally.
Overview
A third-place investment thesis submitted to the OCBC National Investment Competition (ONVic), combining fundamental analysis, financial modeling, and valuation into a single actionable recommendation.
Problem
The competition required building a defensible investment thesis on a live equity, backed by rigorous financial modeling rather than narrative alone.
Solution
We built a full three-statement financial model, ran a multi-method valuation (DCF and comparables), and stress-tested the thesis against key downside risks before finalizing a recommendation.
My Role
Financial modeling & valuation lead. I built the core model and led the risk assessment section.
Process
- 01
Thesis
Formed the initial investment thesis based on sector and company fundamentals.
- 02
Financial modeling
Built a three-statement model to project forward performance.
- 03
Valuation
Cross-validated valuation using DCF and comparable company analysis.
- 04
Risk assessment
Stress-tested the thesis against key macro and company-specific risks.
- 05
Recommendation
Delivered a clear buy/hold/sell recommendation with supporting evidence.
Deliverables
- , Financial model
- , Valuation summary
- , Investment recommendation deck
Results
3rd Place
Result
OCBC ONVic
Competition
“ONVic is where I learned to treat a financial model as an argument, not a spreadsheet, every assumption has to be defensible on its own.”
