zizou Posted October 14, 2020 Share Posted October 14, 2020 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: Link to comment Share on other sites More sharing options...
zizou Posted October 16, 2020 Author Share Posted October 16, 2020 Here's the tentative agenda: 1. Investing in Online Gambling sector - Luis (20min + Q&A) 2. Investment Pitch TBD (financial services co) - Nikhil (20min + Q&A) 3. Investment Pitch TBD - Sean (20min + Q&A) Link to comment Share on other sites More sharing options...
BG2008 Posted October 16, 2020 Share Posted October 16, 2020 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. Link to comment Share on other sites More sharing options...
zizou Posted October 17, 2020 Author Share Posted October 17, 2020 Hey, I have a one-year-old so completely understand. We haven't recorded discussions, but we will generally publish decks/materials presented to attendees. Link to comment Share on other sites More sharing options...
zizou Posted October 24, 2020 Author Share Posted October 24, 2020 Here's the updated agenda: 1. Investing in Online Gambling sector - Luis (20min + Q&A) 2. Stock Pitch - ALLY Financial - Nikhil (20min + Q&A) 3. Stock Pitch - TBD - Sean (20min + Q&A) Link to comment Share on other sites More sharing options...
zizou Posted October 24, 2020 Author Share Posted October 24, 2020 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 Link to comment Share on other sites More sharing options...
zizou Posted November 8, 2020 Author Share Posted November 8, 2020 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) Link to comment Share on other sites More sharing options...
zizou Posted November 20, 2020 Author Share Posted November 20, 2020 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 Link to comment Share on other sites More sharing options...
DocSnowball Posted December 9, 2020 Share Posted December 9, 2020 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. Link to comment Share on other sites More sharing options...
zizou Posted December 22, 2020 Author Share Posted December 22, 2020 Next meetup on Jan 23rd; please reach out with topics/pitches. Looking forward Link to comment Share on other sites More sharing options...
zizou Posted January 10, 2021 Author Share Posted January 10, 2021 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) Link to comment Share on other sites More sharing options...
valuepickr Posted January 31, 2021 Share Posted January 31, 2021 Can you share the recoded session so that it would be beneficial for broader community. Link to comment Share on other sites More sharing options...
zizou Posted February 5, 2021 Author Share Posted February 5, 2021 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) Link to comment Share on other sites More sharing options...
zizou Posted February 21, 2021 Author Share Posted February 21, 2021 Our next meeting will be on Mar 20th Link to comment Share on other sites More sharing options...
zizou Posted February 27, 2021 Author Share Posted February 27, 2021 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) Link to comment Share on other sites More sharing options...
zizou Posted March 23, 2021 Author Share Posted March 23, 2021 The next meeting is on April 24 Link to comment Share on other sites More sharing options...
zizou Posted April 21, 2021 Author Share Posted April 21, 2021 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) Link to comment Share on other sites More sharing options...
zizou Posted April 25, 2021 Author Share Posted April 25, 2021 Our next meeting is planned for May 22, 4pm EST https://www.meetup.com/Corner-of-Berkshire-and-Fairfax-NYC/events/277780474/ Link to comment Share on other sites More sharing options...
zizou Posted May 9, 2021 Author Share Posted May 9, 2021 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. Link to comment Share on other sites More sharing options...
zizou Posted May 25, 2021 Author Share Posted May 25, 2021 Our next meetup is scheduled for June 19th Link to comment Share on other sites More sharing options...
zizou Posted June 14, 2021 Author Share Posted June 14, 2021 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... Link to comment Share on other sites More sharing options...
Jurgis Posted June 14, 2021 Share Posted June 14, 2021 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. Link to comment Share on other sites More sharing options...
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