I was thinking what if once a year or once every 6 months we held a value investing get together for forum members. Each time we could hold it at a different member's house.
I was thinking something we could have different members each get up and present in detail one investment idea/thesis with accompanying notes followed by a group discussion on that idea. The next person would present their idea. The idea is for everyone to come prepared with notes, facts and figures.
One potential format for presenting an investment idea could be:
1) What does the business do and how does function/make money?
2) Evaluation of the management team and board of directors
3) What is the competitive positioning (including strengths and weaknesses) of the business and what are the threats and opportunities for the business
4) Valuation of the business including a discussion of sensitivities and how different scenarios affect the valuation.
I'm thinking we can have a get together as described above in Sydney next year if there is enough interest (at least 10 people).
The idea is to get together and brainstorm.
Show of hands who would be interested in attending such an event in Sydney next year?