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Educational Event Recordings and Handouts
"Don't Stay Tied Up At The Dock. Let's Get Our Sea Legs! " (Fred Rhamy Jr. - August 30, 2023)Presentation Handout / Macroeconomic Indicators and Links / Creating a Dial Indicator
"ROE, ROE, ROE to Float Your Boat Return on Equity (ROE)" (Ron Mauer - June 29, 2023)Presentation Handout
"Preferred Procedure Simplified" (Avi Horwitz - January 30, 2023)
Presentation Handout / Additional Handout
"Finding Hidden Gems - Continued" (Mary Enright, Avi Horwitz, Tim Janneck - November 30, 2022)
Presentation Handout
"Finding Hidden Gems" (David Lenig, Diane Gillit, Candace Baker - August 31, 2022)
Presentation Handout / SSG Guidelines for Beginners / Screening Quick Start Guide / Other 20 Percent Checklist - Balance Sheet
"In Search of Hidden Gems" (Dan Harter, Dori Raser, Barry Detloff - March 30, 2022)
Presentation Handout
"What's Wrong With This Picture?" (Barry Detloff - September 30, 2021)
Presentation Handout / ROE Class Link / Template
"The First Cut is the Deepest" (Lynn Treffry - August31, 2021)
Presentation Handout / First Cut Stock Study Report (SBUX) / Stock Selection Guide (SSG) Guideline for Beginners / First Cut Stock Study Report Form
"Diff'rent Strokes for Diff'rent Folks" (Kim Butcher, Mary Enright, Mike Torbenson - June 29, 2021)
Presentation Handout / Stock Study Handout
"How Can I Be Sure?" (Cy Lynch - April 29, 2021) - Handouts
Gee! I Wish I Had Noticed That (Identifying Red Flags) (Brian Altschul - March 31, 2021) - Handouts
The Years Keep Rolling By (Avi Horwitz - November 30, 2020) - Handouts / Q&A Handout
CH-CH-CH-Change (Avi Horwitz - October 26, 2020) - Handouts
/ Q&A Handout
Preferred Procedure Simplified (Avi Horwitz - July 20, 2020) - Handout
Additional Handout / Follow-Up Q&A Handout
Why the Tortoise Sometimes Wins (Avi Horwitz - June 29, 2020) - Handout
Follow-Up Q&A Handout