On Friday, August 7 at 3pm ET, we hosted our first Small Group Virtual Member Meetup. The goal was to enable members to discuss investment-related topics in an informal setting moderated by John.

We touched on the following topics, among others:

  • What to make of tech company valuations
  • Whether banks are undervalued or no longer investable
  • How the interest rate environment impacts valuations
  • To what extent the world is oversupplied with nearly everything
  • The role of cable companies in a world of streaming
  • The market influence of passive investing
  • How to think about opportunities in the energy sector
  • Dematerialization: fact or trope?  [related paper]
  • Alcoholic beverage companies, and what won’t change
  • The V-shaped recovery and the Fed’s influence

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