Über uns
Value Investing Berlin - Masterclass:
Invite-Only Practitioners Circle. For semi- to professional value investors with a focus on fundamental analysis, ROIC & capital allocation. We work from annual reports, build simple DCF/ROIC bridges and challenge theses. Our focus is on sustainable value and long-term growth, not short-term trading or technical chart patterns.
This is a unique opportunity to move beyond theoretical knowledge and apply fundamental analysis in a structured, collaborative environment.
What to Expect?
In our masterclass, we will delve into the art and science of identifying truly undervalued companies. Our sessions are built around:
* In-Depth Analysis: We dissect annual reports and qualitative company data, scrutinizing everything from balance sheets to management quality.
* Collaborative Learning: Participants from all sectors and backgrounds share their expertise, creating a rich learning environment where we question theories and refine our investment theses. We discuss moats, special situations, and other critical factors that determine a company's long-term success.
* Practical Application: You will have the opportunity to present your own company analyses, receive constructive feedback, and benefit from the collective wisdom of the group. This hands-on approach allows us to discover undervalued opportunities together.
Join the Group
This masterclass is a commitment to continuous learning and sound, well-founded investment decisions. If you see value investing as a long-term strategy and want to dive deep into company reports in a supportive and inspiring community, join us.
Our sessions meet twice a month and are structured to provide ample time for presentations, robust discussions, and collaborative research. Together, we will build a powerful network and uncover the hidden value in today's markets.
