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ONLINE ZOOM Meeting - Value Investors Meetup


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Our next Online meetup is on Nov 7th, at 4 pm EST

 

Here's the tentative agenda:

1. Investing in the Online Gambling sector - Luis (20min + Q&A)

2. Awaiting other volunteers... please message me with topics. Topics may include industry intro/analysis and anything interesting related to business and markets. International names are welcome.

3...

 

RSVP link below:

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Zizou,

 

Are any of the previous ones recorded?  I have signed up for a couple, but fatherhood takes priority on Saturday afternoon as 4PM is when my kids wake up from their naps and turn into adorable things that require undivided attention.

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Here's the final agenda:

1. Investing in Online Gambling sector - Luis (20min + Q&A)

2. Stock Pitch - ALLY Financial - Nikhil (20min + Q&A)

3. Stock Pitch - Liberty Tripadvisor Holdings - Sean (20min + Q&A)

 

 

See you all on Nov 7th 4pm EST

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  • 2 weeks later...

Our next meeting will be held on Dec 12 @4pm EST

 

Here's the line up of pitches:

1. Afterpay - Fred (20min + Q&A)

2. Green Dot - Francis (20min + Q&A)

3. AT&T - Igor (20min + Q&A)

4. Pitch TBD - Stephen (20min + Q&A)

 

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  • 2 weeks later...

 

Here's the line up of pitches for the meeting on Dec 12 at 4 pm EST:

 

1. Afterpay - Fred (20min + Q&A)

2. Green Dot - Francis (20min + Q&A)

3. AT&T - Igor (20min + Q&A)

4. Points International - Stephen (20min + Q&A)

 

Looking forward

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  • 3 weeks later...

 

Here's the line up of pitches for the meeting on Dec 12 at 4 pm EST:

 

1. Afterpay - Fred (20min + Q&A)

2. Green Dot - Francis (20min + Q&A)

3. AT&T - Igor (20min + Q&A)

4. Points International - Stephen (20min + Q&A)

 

Looking forward

 

Between drowning in COVID-19 work and little kids at home - will miss  :(

Great going with the pitches and learning community! Hope to catch up with everyone in 2021.

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  • 3 weeks later...

Here's the line up of pitches:

1. Long Pitch on Chow Sang Sang (116.HK) - Teck (20min + Q&A)

2. Long Pitch on VNT - Stephen (20min + Q&A)

3. Short Pitch on NYSE: NLS - David W (20min + Q&A)

4. If time permits, we can discuss the compilation of "Wish List" companies - Walt & Tom (10min + Group Discussion)

 

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  • 3 weeks later...

 

Here's the agenda for our meeting:

1. Space Tech and Defense Names - LHX, NOC, LMT - Ralf (20min + Q&A)

2. Alibaba BABA Pitch - Jack (20min + Q&A)

3. Twitter Pitch - Luis (20min + Q&A)

 

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  • 3 weeks later...

Here's the updated agenda for our next meeting:

 

1. Space Tech and Defense Names - LHX, NOC, LMT - Ralf (20min + Q&A)

2. Etsy Pitch - Chris (20min + Q&A)

3. Intro to the Grocery industry - Fady (20min + Q&A)

4. Tax strategies discussion - Jon (20min + Q&A)

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Here's the updated agenda for our Apr 24 meeting:

1. Equity Valuation & multiples - Stephen (20min + Q&A)
2. KMX and Online Auto Retail - Justin (20min + Q&A)
3. Nautilus Pitch - Fady (20min + Q&A)
4. ETSY Pitch - Chris (5min + Q&A)

 

 

 

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  • 2 weeks later...

Here's the agenda for our meeting:

1. BRK Annual meeting - Group discussion (10min)
2. RELX PLC - Ed (20min + Q&A)
3. CK Asset (1113.HK) - Teck (30min + Q&A)
4. Qurate - Fady (20min + Q&A)

Pitches welcome; please message with topics.

 

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https://www.meetup.com/Corner-of-Berkshire-and-Fairfax-NYC/events/278360730/

 

Here's the agenda for our Jun 19 meeting:

1. Qurate Pitch - Fady (20min + Q&A)
2. Alimentation Couche-Tard Inc - Benedict (20min + Q&A)
3. "What would you do as new CEO?" group exercise - Lindblad Expeditions - Tom (10min + Discussion)
4. Interested volunteers may reach out with pitches/topics...

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I am going to be in NYC this weekend. I'm probably going to miss the meetup, since I have to tourist a relative at the time. Might be able to do a dinner on Sunday, 6/20. Dinner on Saturday is iffy. Will be wandering around the Met (or whatever you New Yorkers call it) Sunday from ~11 am, so if anyone's interested in art + investing at the same time... 🤓

 

Feel free to PM about any of these if interested.

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