Value Investor Meetup in Seattle

[compoundinglife]

I am going to start a Value Meetup group in the Seattle area. If anyone on the board is the area and interested message me and I will send you an invite. I will also post a link to the meetup on here once a date is established.

[ScottHall]

I might head out that way pretty soon. Will you please include me on the list, in case I am in the area at the time?

[GrizzlyRock]

Hey Seattle area people I think getting a regular / semi regular meet-up would be of value.  I'll contribute to planning if guys are in

 

Thoughts?

[sswan11]

+1

[OracleofCarolina]

+1

 

 

Cheers

 

Jason

[argonaut]

I am very interested and would be happy to host at my conference room - up 8-9 folks, if more we would need a different location.

 

Cheers,

 

Marc

[compoundinglife]

I am very interested and would be happy to host at my conference room - up 8-9 folks, if more we would need a different location.

 

Cheers,

 

Marc

 

Thanks Marc. Based on the initial response I think it will be greater than 9. However I will setup and RSVP for the first meeting and we can see how many people commit.

[compoundinglife]

How does October 16th sound for the first meetup date? That gives us about a month to have it on the schedule. I am thinking it would be around 6 or 7pm. I am setting up a way for folks to RSVP.

 

GrizzlyRock has graciously volunteered to be a speaker for the first meeting. I am looking into recruiting a second speaker. If we have two speaker I would prefer to keep the time slots to 30 minutes each. Let me know if you have any suggestions.

[jschembs]

I'm in Seattle as well and would love to participate. Investing isn't my day job, so it's easier to meet up after work for pints or on a weekend afternoon.

[argonaut]

Works for me. We could meetup to chat over dinner too. Just an idea.

[sswan11]

Dinnertime or weekends are best for me also.  I live in Seattle and would likely need my 9 yr old along.

[ScottHall]

Dinnertime or weekends are best for me also.  I live in Seattle and would likely need my 9 yr old along.

 

No doubt that'll be a great time for your 9-year-old.  ;D

[GrizzlyRock]

Thanks again to compoundinglife for kicking this off.

 

From past experiences, most people get the most from this type of gatherings when involved & willing put in a touch of prep time (such as reading.  Active discussion benefits everyone.  As such, I'll can either lead a discussion of an equity that many would be interested (perhaps MUSA?) or a topic.  If anyone has suggestions feel free to respond as below.

 

Weekends will be much harder than weeknights for me.

[muscleman]

I am in Seattle too. I have been quite busy recently. I hope I can get together with you some time later. :)

 

[Phaceliacapital]

I can't attend but I look forward to the notes that will definitely be taken there????

[argonaut]

I would be interested in hearing more on the FNMA preferreds as one topic option...I can probably think of a few others too...

[Tim Eriksen]

I'm an hour and half north of Seattle, but I would be interested in attending. 

 

Tim

[stylized_fact]

I would be interested in hearing more on the FNMA preferreds as one topic option...I can probably think of a few others too...

 

I would like to join any planned meeting (weekends if possible).

 

+1 to the idea of discussing FNMA preferreds.  E&Ps would also interest me, or regional companies (GVC?).

[compoundinglife]

Howdy Folks. I have setup a basic website with a link to EventBrite so folks can RSVP. If you have any ideas for a second speaker feel free to reach out to me. Here is the site:

 

http://pacnwvalue.com/

 

Thanks

 

-Ken

[benhacker]

Website is down for me both yesterday and today.  I can't attend, but in the future I'd like to be able to, perhaps when I have only one job!

 

Ben

[compoundinglife]

Website is down for me both yesterday and today.  I can't attend, but in the future I'd like to be able to, perhaps when I have only one job!

 

Ben

 

Apparently my server got accidentally powered down yesterday and the web server did not come back automatically. fixed now. Thanks for the heads up.

[compoundinglife]

Ok still some issues with the website/webserver that I have not had the cycles to deal with ATM.

 

Here is the direct link to eventbrite site:

 

http://eventbrite.com/event/8443993211?utm_source=eb_email&utm_medium=email&utm_campaign=new_eventv2&utm_term=eventurl_text

 

We are up to 10 people so far.

[GrizzlyRock]

Ok cool - I'm bringing another guy too so make that 11.  Obv there are multiple ways to run something like this.  Given its first meeting perhaps we could have everyone introduce themselves and give a brief background on what they do / how they look at things.  Potentially also give a snippet of an idea they are working on and why its interesting?  Little casual & little structured has worked the best for me wrt these types of things before

 

For the more organized discussion what do you guys want to talk about?

(1) Something straight-forward like MUSA?

(2) Something harder like shorting some organic food roll-ups?

(3) Other relatively common company that popular on this board? (EBIX or GVC?)

or (4) perhaps something topical like concentration / Kelly formula etc?

 

Fannie preferreds are in my "to hard" pile.  Go ask Fairholme ;)

[compoundinglife]

Ok cool - I'm bringing another guy too so make that 11.  Obv there are multiple ways to run something like this.  Given its first meeting perhaps we could have everyone introduce themselves and give a brief background on what they do / how they look at things.  Potentially also give a snippet of an idea they are working on and why its interesting?  Little casual & little structured has worked the best for me wrt these types of things before

 

For the more organized discussion what do you guys want to talk about?

(1) Something straight-forward like MUSA?

(2) Something harder like shorting some organic food roll-ups?

(3) Other relatively common company that popular on this board? (EBIX or GVC?)

or (4) perhaps something topical like concentration / Kelly formula etc?

 

Fannie preferreds are in my "to hard" pile.  Go ask Fairholme ;)

 

Grizzly, sounds good to me. Something like a quick intro session where folks introduce themselves and any ideas they may have. We can keep a list of those on the whiteboard and maybe follow up with discussion on those topics after your talk.

 

[compoundinglife]

Ok cool - I'm bringing another guy too so make that 11.  Obv there are multiple ways to run something like this.  Given its first meeting perhaps we could have everyone introduce themselves and give a brief background on what they do / how they look at things.  Potentially also give a snippet of an idea they are working on and why its interesting?  Little casual & little structured has worked the best for me wrt these types of things before

 

For the more organized discussion what do you guys want to talk about?

(1) Something straight-forward like MUSA?

(2) Something harder like shorting some organic food roll-ups?

(3) Other relatively common company that popular on this board? (EBIX or GVC?)

or (4) perhaps something topical like concentration / Kelly formula etc?

 

Fannie preferreds are in my "to hard" pile.  Go ask Fairholme ;)

 

I would love to hear/talk about GVC, I have been following the thread a little but have not dug in on it. Also kelly criterion sounds good too.