11/29/2007

The Intelligent Investor

Charlie Munger oftens says that all inteligent investing is value investing.

Sham Gad, Managing Partner, Gad Partners Funds, will be talking about value investing in a talk titled "THE INTELLIGENT INVESTOR: THE PRACTICAL APPROACH TO INVESTING".

Click here for Sham's blog.

Venue: Chelmsford Public Library, MA (click here for the library's web site)
When: December 13, 2007 at 7 PM

Agenda
–Understand why a value oriented investment operation offers the most sensible and practical approach to managing money.
–The ideas and philosophies developed by Ben Graham in the 1930’s and extended by Warren Buffett today.
–Six characteristics that define an intelligent investment approach.
–A simple value based investment case study.

Please note that this a free seminar and open to the public.

11/28/2007

The Billionaire Next Door

"Warren Buffett: The Billionaire Next Door Going Global" premieres on Friday, November 30th on CNBC.

I think this will provide a valuable insight into the mind of the uber-investor. In particular, I'm interested to hear about his latest trips to China and Korea and if offers any investing ideas.

Click here for details on this program.

11/09/2007

Trust & Estate Planning Seminar at the Chelmsford Library

We had a great turnout last night with over 100 people attending the seminar!
Dan Caplinger (see his bio) did an excellent job in explaining the intricacies of estate planning.

There were a lot of interesting questions from the audience. Since this is a very complex subject, we are thinking of organizing a follow up session in February or March of next year. Please let me know if you are interested.

If you missed the seminars or if you want to review the topics again, you can check out his presentation here:
http://www.chelmsfordlibrary.org/programs/programs/pdf/dan_caplinger_presentation.pdf

Note that the next seminar will be December, 13 by Sham Gad, "The Intelligent Investor: A Practical Approach to Investing".

I look forward to seeing you then.