Value Investors Meetup - Aussie Stock Forums

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  1. #1

    Default Value Investors Meetup

    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?

  2. #2

    Default Re: Value Investors Meetup

    Sounds like a good idea, should be a interesting mix of personalities.
    If a bargain cannot be obtained today, the market will open again tomorrow offering you a fresh new opportunity and a new price.

  3. #3
    Pocket Calculator Operator tinhat's Avatar
    Join Date
    May 2009

    Default Re: Value Investors Meetup

    I'd be interested in attending. Still building my house so can't host.

  4. #4

    Default Re: Value Investors Meetup

    Also I forgot to add any discussion of technical analysis will be banned at the meetup. If you want to talk about charts go to a technical analysts meeting.

    I'm sorry but none of that squiggly line voodoo crap for me.

  5. #5

    Default Re: Value Investors Meetup

    I would absolutely love to be involved in something like this. But, living in UK at the moment, so have to declare myself out.

    I will be in Melbourne, however, in Jan/Feb, however - so if any of you guys are from there, we could do something similar? Even something informal like the pub. Stock market may or may not be discussed

  6. #6

    Default Re: Value Investors Meetup

    I'd be interested! Maybe choose a location in the Sydney CBD and we could discuss over dinner?!

  7. #7
    sydboy007's Avatar
    Join Date
    Dec 2012
    Blog Entries

    Default Re: Value Investors Meetup

    I'd be quite interested too. May not be enough time to have every present though, depending on how many are going to turn up.

    Sometimes it's as good to listen and learn as to teach.
    A budget tells us what we canít afford, but it doesnít keep us from buying it.

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