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Show me the Value - Pershing Square, Paycom, Technoglass

Network event
Photo of Ruzbeh Bacha
Hosted By
Ruzbeh B.
Show me the Value - Pershing Square, Paycom, Technoglass

Details

Hi All,

This is our monthly 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.ai/meetup](https://www.cityfalcon.com/meetup)).

AGENDA
6.50 pm - Intro, discussion on the current hot market topics, AI, geopolitics, and elections.

7.20 pm - David Hall will present Technoglass (TGLS), a founder-led windows manufacturer and installer, with surprisingly good economics and great growth potential.

7.45 pm - Alex Grishko will present Paycom (PAYC), a US-based payroll and human capital management software company, which might be a good opportunity to add quality to the portfolio at reasonable valuation.

8.10 pm - Alex Stuart will present Pershing Square (PSH.L), a closed-ended fund managed by Bill Ackman, renowned for its strong track record and outperformance after fees. With significant insider ownership and an exceptional management team, this fund exemplifies outstanding value investing and should trade at or above its NAV.

8.30pm - Q&A session

9.00 pm - Networking

9.30 pm - Close

This is an IN-PERSON EVENT IN LONDON, and we encourage attending the physical locations. However, if you can’t come physically, you can join the online event here. If you encounter issues accessing the online event link, try through CityFALCON on Facebook.

You can attend the online event for free.

Regards,

Ruzbeh Bacha
Founder and CEO
CityFALCON
Mobile: 07827830663

OUR SPEAKERS

Alex Grishko is an equity analyst and investor focusing on high quality companies and value across sectors.

Alex Stuart is a deep-value investor. His investment philosophy is simply a combination of ideas that he has adopted from the most successful value investors. He is an aggressive investor with a concentrated portfolio and has earned the CFA and IMC charters.

David Hall is a private investor focusing on quality stocks. He has a blog in French on investing in the stock market, and uses options to boost his returns.

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.

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Singapore Value Investing Group (SVIG)
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