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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: ExlService Holdings, Inc (EXLS)
Presesnted by Tom Devries
Tom will lead us through a stock study of ExlService Holdings Inc., a business process management company driving digital transformation through AI, machine learning, and cloud solutions.
Key Highlights:
- Strong growth: 17.9% revenue (3-yr), 21.8% EPS (3-yr)
- Solid profitability: 24.7% ROE, 38.1% gross margin
- Current valuation: $39.54, P/E 30.0, Forward P/E 20.0
Tom retired after 40 years in Supply Chain Management, including leadership roles at Nestle. He brings real-world business expertise to stock analysis.
Education: Researching Small Company Stocks
Presented by Lisa Campbell
Learn how to find and analyze promising small company stocks when research is limited:
- Criteria for selecting small stocks worth analyzing
- Essential online research tools (BI website and beyond)
- Resources focused on lesser-known companies
- Extra scrutiny techniques for newer or unstudied firms
Small company stocks can be fantastic portfolio additions—discover the procedures and resources to navigate them successfully.
Lisa has been a member of BetterInvesting since 2016 and is a former Channel Islands Chapter president. She holds an MBA in Finance and brings analytical expertise from her background in research and 35 years of military service
Prior model investment club presentations are archived on the chapter website, https://www.rmchapter.org
