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Description
The Rocky Mountain Chapter BetterInvesting Model Investment Club is a demonstration of an operating investment club. This model club is focused on small and mid-sized companies as defined by BetterInvesting. Often hard to find and evaluate, these potential gems have annual revenues of less than $10 Billion. A ten to fifteen-minute education session proceeds with the stock presentation.
Guests are welcome to attend.
Stock Presentation: MtronPTI (MPTI)
Mtron is a U.S.-based designer of high-performance, mission-critical electronic components for the aerospace, defense, and space industries. Since its 2022 IPO, the company has demonstrated a consistent growth trajectory supported by strong industrial relationships.
Key Investment Highlights:
- Strong Demand: Reported a significant 61.8% year-over-year backlog surge as of year-end 2025.
- Market Position: Target applications require high reliability and performance, creating a strong competitive moat.
- Growth Momentum: Consecutive annual revenue growth since 2022, driven by deep-rooted relationships with major defense contractors.
Presenter: Lisa Campbell
Lisa is a BetterInvesting member since 2016 and former Channel Islands Chapter president. She holds an MBA with a concentration in Finance and brings analytical expertise from her background in research and 35 years of military service.
Education focus: "NotebookLM - part 2"
Advanced Techniques for Smarter Stock Research
Building on our February intro to NotebookLM, Part 2 will cover advanced features to accelerate your analysis:
- Processing multiple documents (10-Ks, earnings calls, competitor data)
- Creating custom outputs: comparisons, timelines, mind maps, bull/bear cases
- Powerful prompting for trends, risks, and cross-document insights
- Investor workflows that cut research time—no AI hallucinations!
- Live examples (expanding on Intel/Netflix demos) + tips for faster, deeper fundamental analysis.
Presenter: Naveeen Chandrashekar
Naveen is a technologist by profession with a passion for investing. Since moving to Colorado in 2018, he has become an active leader in the investment community, serving as a Director for the BetterInvesting Rocky Mountain Chapter.
When he isn’t volunteering for STEM initiatives like Girls in STEM and NPower, Naveen enjoys exploring Colorado’s trails by foot or motorcycle. He combines his technical expertise with fundamental analysis to find smarter ways to research stocks.
Prior model investment club presentations are archived on the chapter website, https://www.rmchapter.org
