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Value Investing Meetup (May 2022) - 2pm NYC / 7pm London

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Hosted By
Zizou and 2 others
Value Investing Meetup (May 2022) - 2pm NYC / 7pm London

Details

Dear members,

Please note the START TIME of 2 pm NY / 7 pm London. We're trying to accommodate more global members.

Agenda for the meeting:

  1. Berkshire AGM Takeaways
  2. Pitch on Bank of Utica (BKUT / BKUTK), Teck
  3. "Cannibals" study - Part 2, Ralf
    Ticker list (BBY, C, SYF, PFSI, AKZA (AKZO, Dutch), MCK, DVA, BHF, BIIB (potentially), SWMAY (Swedish Match) , HERDEZ (Herdez, Mexico)
    Malone complex: DISCK, LSXMK, LBTYA)
    Slide deck link: https://www.dropbox.com/s/e0tjtp5pj6by2gs/Cannibal%20stocks%20May%202022.pdf?dl=0
  4. Please reach out with pitches or topics so we can prepare the agenda.

***

PLEASE NOTE THESE "RULES OF THE ROAD":

  1. IN THE SPIRIT OF CONTINUOUS LEARNING, PLEASE CONSIDER INVITING SPEAKERS FROM YOUR NETWORK TO GIVE TEACH-INS TO OUR GROUP.
    We're always looking for members to volunteer agenda topics for this or an upcoming meetup. Please message Zizou, the organizer directly.
    It's helpful to publish topics and names in advance of the meetup, so members have time to independently research and prepare. Please indicate the time (# of mins, pref ~15-20min) you'll need to cover the topic excl Q&A.
    Over the last years, members have invited a number of speakers, who've given talks on a range of topics including specific Investment processes, Patent/IP Law, European elections/Political landscape, and Macroeconomics. Please let us know if you have people from your network who'd be willing to give a talk on an interesting topic.
  2. PLEASE CONTRIBUTE TO THE COMMUNITY AND MAINTAIN A CONSTRUCTIVE TONE IN DISCUSSIONS.
    We want to encourage participation; this promotes learning and makes for more substantive and useful discussions. We are a supportive community interested in learning, so please volunteer topics/pitches in advance of the scheduled meeting; this way, members have an opportunity to research independently.
  3. THE MEETING CONTENT IS NOT INVESTMENT ADVICE.
    The opinions expressed in these meetings or discussion threads are only opinions for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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