Show me the Value - ITV Plc, VW, S&P Global

Hi All,

We are glad to restart our monthly in person event for those looking for value investing opportunities. Even newbies can join and learn financial concepts through immersion. If you'd like to have a look at presentations from previous sessions or for the performance of stocks discussed in our meet-ups, check here (https://www.cityfalcon.com/meetup). Please call me on my mobile (07599665307) if you can't find the place.

AGENDA
6.30 pm - Arrivals and networking

6.50 pm - Intro, and discussion on the current hot market topics - Inflation, Interest Rates, Tech Valuations, Cloudflare, Corporate Bonds as an Investment.

7.20 pm - Josh Higgins will present ITV Plc, a dominant player in the UK’s Television Broadcasting sector. Their timeless portfolio of free-to-view shows, largely watched by the UK population; a sustainable high dividend yield; and favourable intrinsic value, all appear to offer great upside.

7.45 pm - Ildar Davletshin will talk on VW seeing it as a stock opportunity, and on biases and decision making.

8.10 pm - Mikel Bastida will present S&P Global, thinking of it as a high-quality compounder that is more defensive than what appears to be.

8.30 pm - Networking

9.30 pm - Close

This is an IN-PERSON EVENT IN LONDON, but if you are out of the country, we are also hosting this meetup via Zoom. Sign up here:
https://us02web.zoom.us/webinar/register/WN_GgISC6sCQgm7F524imFnKw

You can attend the online event for free. However, for the in person event there is a small charge of £5 per person to cover the expenses for the venue. Also, the venue requires a minimum bar spend and so please support the venue and our meetup by buying some drinks.

Regards,
Ruzbeh Bacha

Founder and CEO
CityFALCON
Mobile: 07599665307

OUR SPEAKERS
Josh Higgins is an Investment Analyst at BBB who also enjoys researching and picking stocks. He runs The Sunrise Investment Blog, has passed CFA Level 2, and carries out freelance work for investment houses and research companies.

Ildar Davletshin has been working in the financial markets for 20 years including corporate finance, buy-side and sell-side equity research. He is an active bottom-up investor and has recently launched the investment blog, Hidden Value Gems.

Mikel Bastida: Individual investor, always interested in learning and discussing moats and unknown industry leaders. Tweeting as @mikel__me

Disclaimer: Discussion and presentations do not constitute any form of advice or recommendation for stock transactions. All investors are advised to conduct their own independent research into individual stocks before making a decision.