Getting To Know a Company

Complete Session PDF, Recording
Educational Topic Only PDF
Club Activity PDF

 

Following A Stock

Complete Session PDF, Recording
Educational Topic Only

PDF,Recording

Club Activity

PDF, Recording

 

Projecting Sales Growth

Complete Session PDF, Recording
Educational Topic Only

PDF, Recording

Club Activity

PDF, Recording, Spreadsheet

 

Projecting Net Margins

Complete Session PDF, Recording
Educational Topic Only

Recording

Club Activity

PDF, Recording, Spreadsheet

 

Estimating Future P/E

Complete Session PDF
Educational Topic Only

PDF

 

Diving Into Financial Reports

Complete Session

PDF, Recording

Educational Topic and Activity

Recording

 

Orientation to Investment Club Accounting

Complete Session

PDF, Recording

Educational Topic Only

Recording

 

Understanding Cash Flow

Complete Session PDF, Recording
Educational Topic Only PDF, Recording
Club Activity PDF, Recording
 

Benchmarking Your Portfolio

Educational Topic PDF
Club Activity PDF

 

Understanding Goodwill

Educational Topic PDF
Club Activity PDF

 

Your Investment Club Partnership Agreement

Educational Topic PDF
Sample Agreement link

 

Your Investment Club Operating Procedures

Educational Topic PDF
Sample Operating Procedures link

 

Cost Basis Reporting Changes

Educational Topic PDF

 

Investing Outside the USA

Presentation PDF
References PDF

Covered Options, A Tool For The Fundamental Investor

Presentation PDF, Recording

 

So Many Stocks, So Little Time
Screening for New Investment Ideas

Presentation Handout Recording

 

Preparing Your 2012 Investment Club Taxes

Presentation and Recording

 

Forbes 2013 Small Cap List
Manifest Investing Analysis

Presentation and Recording

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