CdeR: read the Jefferies piece in conjunction with the Halprin piece from earlier this week.
Research Collective
Meeting schedule and structure-everyone fine with the current structure
Monday am discuss names, plan for the Thursday meeting, Thursday discussion on the name
Topics:
Portfolio strategy and allocation, discussion of holdings and how long to hold and what the trigger would be to buy or sell.
Continue to visit themes and macro issues.
Challenge our holdings: are these the companies that we believe will be real winners? Our sector coverage, are these the best of the best?
Hardest thing is digesting information that comes across the wires. Need bullet points and salient points distributed to the group. Most important articles include a quick major points of the articles.
Telemet shared list of the Buy, Watch and Trim reports for people to access and drill down
Trim report:
-core holdings, buy list, watch list
-buy/sell decisions: disseminate the information to the group when making those decisions
Big picture: how do we best produce a report as to our investment focus?
Monday:
Macro discussion
Action items for Thursday, by Wednesday PM information distributed for the meeting
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