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Monthly Value Meetup in NYC


zizou

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Here's the Agenda for this Nov 9th meetup:

 

# 1. Harry - "What would you pay for this business?" Game (20min + Q&A)

# 2. Pavan - Pitch on Greenhill & Co - GHL (20min + Q&A)

# 3. Jerry - Atomic Habits (20min + Q&A)

# 4. Stephen - Pitch on ITIC + Introduction to the title insurance industry (20min + Q&A)

# 5. Alexander - Shiller’s “Narrative Economics” (20min + Q&A)

 

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Dec 7th Meetup

 

 

Location:

1345 Avenue of the Americas, 33rd Floor, New York, NY

 

Here's the tentative agenda for this meetup:

 

# 1. Harry - Regional Bank pitch (20min + Q&A)

# 2. Walter & Ben - Microcap Pitch TLF (20min + Q&A)

# 3. Shameen - Purchasing Power Parity and other related topics (20min + Q&A)

# 4. Steve - Insurance company pitch (20min + Q&A)

# 5. ....

 

 

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Here's the agenda for the upcoming meetup on Jan 11, 2020:

 

# 1. TK - Valuation game (5min + Q&A)

# 2. Teddy - Views on the US Dollar... (20min + Q&A)

# 3. Alexander - LVMH (20min + Q&A)

# 4. Justin - China Media and Alternative data (20min + Q&A)

# 5. Shameen - Purchasing Power Parity (20min + Q&A)

 

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Here's the agenda for our February 8th meetup:

 

# 1. Andre - (Lack of) Data Privacy (30min + Q&A)

# 2. Shameen - Purchasing Power Parity (20min + Q&A)

# 3. Peter - State of Big Data (30min + Q&A)

# 4. Pitches welcome; please message me with topics...

 

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Here's the agenda for this meetup:

 

# 1. Andre - (Lack of) Data Privacy (30min + Q&A)

# 2. Shameen - Purchasing Power Parity (20min + Q&A)

# 3. Peter - State of Big Data (30min + Q&A)

# 4. Walter - Korea Ratings (20min + Q&A)

 

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Here's the tentative agenda for the upcoming meetup on MARCH 7:

 

# 1. Bill - How to Lose Money in Real Estate (20min + Q&A)

# 2. Anthony - Options Trading (20min + Q&A)

# 3. Ed - Intrinsic value framework applied to FANGs (20min + Q&A)

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We'll be having our next meetup ONLINE on Zoom Video @ 4pm August 15th

 

 

Here's the agenda for this meetup:

 

1. Roku Pitch - Walter (20min + Q&A)

2. Enterprise SaaS Bull case - Kirk (30min + Q&A)

3. Looking for volunteers, so please message with topics...

4. ...

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