Applied Value Investing Application, Fall 2009 Application to Applied Value Investing, Value and Special Situations Investing

Applications are due by: Interview dates are: #ub"it applications to: 'oti(ication: Application !ocedu!e" In applyin$ to Applied *alue Investin$ you can either ran+ your instructor pre(erence or indicate you are interested in all (our sections e,ually ( ar+ -ooper, i+e .lit/er, .rian 0aines, or Artie 1illia"s) .y co"pletin$ this application, you are A2#3 applyin$ to *alue 4 #pecial #ituations Investin$ with )oel 0reenblatt, (or 5all 2009 (i( you do not wish to ta+e this course, please indicate this in the space provided)& 6ou "ust si$n7up (or and attend a mandato!y inte!vie# with the 8eilbrunn -enter sta(( be(ore your application can be considered -3 92:;:& ;he interview slots have been scheduled prior to the application due date to better correspond with travel<su""er =ob considerations& ;here will be interview slots on the (ollowin$ days: Ap!il 21st, 22nd, 29t$, 30t$, and May 5t$% #tartin$ on Monday, Ap!il &t$ you can si$n up (or an interview slot on the si$n7up sheets outside >ris 8all ?oo" 32!-& ;i"e slots will be (illed on a (irst co"e, (irst served basis& 'e su!e to sign up by Ap!il 13t$% 6our (ull application should consist o( the (ollowin$: 1& (ompleted inte!vie#& 1! "inute interviews will be scheduled with 8eilbrunn sta((& 2& (ompleted )Applicant In*o!mation+ *o!m% Includin$ relevant contact in(or"ation (or noti(ication in )une (see 27pa$es below) 3& ,esume& Includin$ your su""er position @& (ove! -ette! o! .ne/page 0ssay% :xplain why you want to ta+e these classes (includin$, but not li"ited to, why you ca"e to -olu"bia, why you are interested in value investin$, what you hope to do once you $raduate and, how this class will help you "eet those $oals) !& Investment W!ite/1p% -hoose a co"pany that you believe is a co"pellin$ short or lon$ invest"ent idea and write a two7pa$e "e"o analy/in$ your idea, includin$: 1& 8ow you (ound the idea, your search strate$y, etc& (this is critical) 2& 1hat value do you assi$n to the co"pany and why 3& 1hat "a+es this idea co"pellin$ @& -o"petitive situation o( the co"pany (industry or peers) !& 9lease li"it the text and (inancial analysis (charts, tables, etc) to t#o pages 2single/sided3 1e re,uest that you submit you! application elect!onically, 92:A#: do the (ollowin$: 1& Aelete the instructions pa$e (this pa$e), and co"bine the below BApplicant In(or"ationC (or" with your resu"e, cover letter, and invest"ent write7up into 3': 5I2:& Inse!t p!ope! page b!ea4s *o! a total o* & pages% 2& #ave the (ile as Last Name_ First Name_AVI application_2009 (.doc or .pd ! 3& #end as an attach"ent to valueinvestin$%colu"bia&edu by the above deadline ('3 :D-:9;I3'#) Wednesday, May 13, 2009 by 5pm (no exceptions) April 21st,, 22nd, 29th, 30th, ay !th (interview "andatory) valueinvestin$%colu"bia&edu )une 9, 2009 via e"ail on application

A*I Application

5all 2009

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Application ,evie# !ocess" -onsideration will be $iven to interest level, preparation (boo+s read, +nowled$e o( industry, value techni,ues, etc&), and de"onstrated co""it"ent to investin$ courses& -areer switchers who have a stron$ interest in pursuin$ investin$ a(ter $raduation are encoura$ed to apply& :ach application will be reviewed by all Applied *alue Investin$ pro(essors and at least one "e"ber o( the 8eilbrunn -enter sta((& At the pro(essorEs discretion, phone interviews "ay also be scheduled& ;he review<selection process is conducted with our best e((orts to "atch instructor<student pre(erences& .y sub"ittin$ this application, you a$ree to the process and will accept the (inal decisions o( the pro(essors reviewin$ the applications& .y sub"ittin$ this application, you a$ree to have 1,000 bid points deducted (or Applied *alue Investin$ and #pecial #ituations& 5or additional classes o((ered to you in the sprin$, you will have approxi"ately 2,000 bid points deducted per class that you chose to enroll in& (;his nu"ber "ay be ad=usted)& ;he capacity (or each Applied *alue Investin$ section is approxi"ately 10 students&

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valueinvestin$%colu"bia&edu

Applied Value Investing Application Fall 2009

5ame" 6ate o* 7!aduation" 0mploye! !io! to 'usiness 8c$ool" 8umme! 2009 0mploye!" (indicate i( ) ;er"er) (ontact In*o!mation Add!ess" 0mail91" 0mail 922summe!3" :ome $one 9" (ell $one 9" !e*e!!ed met$od o* communication *o! all p!og!am co!!espondence"

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(ou!se In*o!mation Which of the following courses are you interested in taking? ( please list term ' (ear t)at (ou plan to ta*e or )ave ta*en: 1& #ecurity Analysis(o((ered #u""er, 5all 4 #prin$ w<various instructors): 2& #e"inar in *alue Investin$ (9ro( 0reenwald, #prin$) 3& :cono"ics o( #trate$ic .ehavior (.ruce 0reenwald, 5all in : .A) @& #e"inar in Advanced Invest"ent ?esearch: ;he AnalystJs :d$e (.inder, 0reenspan, #prin$ 2010 4 Ken #hubin #tein #prin$ 2010) !& Aistressed *alue Investin$ (.lech"an, #prin$ 2010) If accepted to AVI, do you want to be automatically placed in the following class (with a deduction of 1, bid pts!: H& *alue 4 #pecial #ituations ()oel 0reenblatt, 5all 200F) ("ust be enrolled in Applied *alue Investin$ to be eli$ible)

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,lease indicate instructor pre erence -( ran*ing .st, 2nd, /rd, and 0t). I (ou )ave no pre erence and 1ould li*e to -e considered or an( o t)e our sections o Applied Value Investing, please indicate -elo1.

Inst!ucto! !e*e!ence ar+ -ooper i+e .lit/er .rian 0aines Artie 1illia"s

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I* I do not get my *i!st c$oice, please conside! my application *o! any section

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lease conside! me *o! any section o* Applied Value Investing #it$ no p!e*e!ence

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