Cyclicals, Listed Real Estate Companies, and Macro Events Impact

London Value Investing Club event - hosted by Ruzbeh B.

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.com/meetup). Please call me on my mobile [masked]) 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.
7.20 pm - Dimitrios Koutsoubos has provided great ideas in the past and will present a cyclical stock, Smart Sand which has declined 81% to $2.09 today from the IPO’s $11 per share at the end of 2016. He believes that the stock could provide astonishing returns when things improve. See his full research piece at https://seekingalpha.com/article/4319823-smart-sand-smart-cyclical-pick-great-upside
7.45 pm - Chris Andrews will talk about opportunities in the listed real estate companies.
8.10 pm - Vee will talk about "The missing Trillions and whats next" - A macroeconomic take on events.
8.10 pm - Networking
9.00 pm - Close

Generously hosted by Central Working (https://centralworking.com/), the UK’s premier homegrown shared workspace provider, transforming the way people work and companies grow.

Regards,

Ruzbeh Bacha

Founder and CEO
CityFALCON