Description
Think about companies you have observed or interacted with from your own work and life that has impressed you with its high growth potential and power of the business model. Pick a company that you expect will grow to twice or triple the size in the next five years. Make sure it satisfy the guidelines below:
It needs to be public company listed in US to make sure you can access all the data (to verify, you should be able to locate the company in Yahoo Finance with a ticker symbol)
Find a company with high growth potential and with roughly at least 15% average annual revenue growth rate and average annual net profit growth rate during the last 5 years. (exception: if you can convincingly predict these companies can achieve 15%+ growth rate in the next 5 to 10 years even if it doesn’t have such a history yet)
Please avoid a mature company whose growth have slowed down such as Coca Cola, or a household name such as Amazon, Google (unless youhave new and deeper insights other than what is commonly known), or a highly diversified company that makes it hard to analyze all its businesses such as J&J, or GE.
It’s important to do some initial research, including financials (e.g. revenue growth rate for last five years) and your understanding of the business model and its power and growth potential, and include this in your paragraph via email pitch to the professor. Here are just some examples of platforms or AI related Companies in high growth tech industries: Zillow, Zoom, Angi, Pinterest, Snapchat, Upwork, Fiverr, Stitch Fix, Lending Tree, Etsy, Spotify, Shopify, Grubhub, Nvidia, Snowflake, Palantir, Splunk, Moderna, Intuitive Surgical, GoodRx, Dexcom, Illumina, etc.
If you choose companies other than the examples above, please pitch your idea to the instructor Dr. Yanli Zhang in advance via email for approval with a one-page justification. Make sure you include the company name, public company ticker symbol, and a paragraph of the rationale for your choice based on your preliminary research including financials (e.g. good revenue growth rate for last five years) and your understanding of their business model and its growth potential and why it satisfies the guidelines above.
Final Strategy Project
Below is some detailed guidance that you can use to help with the project. Do your best to address as many questions as you can under all four headings below:
1. Technology and Growth Trends
2. Corporate Portfolio and Performance
3. Business Model, Competition, and Innovation
4. Integration and Conclusions
