I recently participated in a Value Investing Seminar hosted by Marketfy. It was an enjoyable experience for both me and listeners I've talked to.
In my presentation I covered my investment process, an oddball stock highlighted in the Oddball Stocks Newsletter, my rationale for investing in banks, and a bank also profiled in the newsletter. If you didn't have a chance to watch the seminar live you haven't missed out. You can now watch it anytime, I've linked to it below. I presented and took questions for an hour, my presentation is the first in the video right after the introduction.
Many of the questions related to my presentation centered around investing in foreign stocks. I wrote a post explaining how I think about foreign stock investment as well as my process for investing in foreign stocks. There were unfortunately more questions than I had time to answer. And most unfortunate is that I never received a list of the unasked questions. If you watch the video and have a question could you please email me with the subject [seminar question] and ask your question? I'll then do a post where I answer all of the questions I receive.
Presentation Outline and Newsletter Sample
I know when I watch a seminar I like to have a copy of the presentation slides to work through on my own. I've posted the slides as a PDF linked below.
If you watch the video or look through my slides I think you'll notice two things. The first is that I don't have any secrets besides turning over a lot of rocks. The second is that this is labor intensive and can be frustrating if you don't know exactly where to look. Fortunately the reward discovering investment opportunities such as Pardee Resources and Citizens Bancshares.
If Pardee or Citizens seems attractive to you then the next step is to research the companies. Citizens Bancshares is an SEC filing company, most readers won't have any trouble finding information on them. Pardee Resources on the other hand is a dark company, they don't file any reports with the SEC. Investors need to purchase a share and then contact the company with proof of ownership to obtain financial information. I created my presentation from my writeup of Pardee for subscribers to the Oddball Stocks Newsletter. I don't sell past issues, but thought that now that my thesis for Pardee was out in the open that maybe it was time to share my original thinking. Linked below you'll find a sample of the newsletter featuring the Pardee writeup. If you like companies such as Pardee and are looking for more then consider subscribing to the Oddball Stocks Newsletter.
Subscription information: http://www.oddballstocksnewsletter.com
Disclosure: Long Pardee, Citizens Bancshares