| Week |
Date |
Topics |
Speaker |
Link to Notes |
| 1 |
Feb 7th |
- Welcome to the OLLI Investment Study Group (OISG)
- Discussion of GameStop (GME), volatile meme stocks and trust in capital markets
|
Genie Floyd & Bruce Crawford |
Link
|
| 2 |
Feb 14th |
- Creating a presentation topic (Spring 2024)
- Discussion of machine learning and artificial intelligence applications
|
Bruce Crawford & Genie Floyd |
Link
|
| 3 |
Feb 21st |
- Morningstar - An update presentation
|
Matt Viereck |
Link
|
| 4 |
Feb 28th |
- Just the charts ma'am...
- Do you really want to invest in (fill in the blank)?
|
Genie Floyd & Bruce Crawford |
Link
|
| 5 |
Mar 6th |
- YouTube: Fountain of knowledge
|
Bruce Crawford & Genie Floyd |
Link
|
| 6 |
Mar 13th |
- Ethics, proxy voting and shareholder meetings
- Review of the March 17, 2022 DE IBD Meetup
|
Genie Floyd & Bruce Crawford |
Link
|
| 7 |
Mar 20th |
- A view from The Economist
- Office hours with Gary Gensler (SEC video clips)
|
Bruce Crawford & Genie Floyd |
Link
|
| - |
Mar 27th |
|
None |
Link
|
| 8 |
Apr 3rd |
- Introduction to fundamental analysis
|
Matt Viereck |
Link
|
| 9 |
Apr 10th |
- Hiring a stock (Ed)
- A view from The Economist (Genie)
|
Ed Tokarsky & Genie Floyd |
Link
|
| 10 |
Apr 17th |
- Simplicity on the other side of complexity - Part 3
|
Anil Parikh |
Link
|
| 11 |
Apr 24th |
- Tracking Delaware Focus List (DFL) returns using Excel 365 (Bert)
|
Bert Wong & Genie Floyd |
Link
|
| Bonus Class 1 |
May 1st |
- I Heart UD Giving Day
- Introduction to technical analysis (Bruce)
- A view from The Economist (Genie)
|
Genie Floyd & Bruce Crawford |
Link
|
| Bonus Class 2 |
May 8th |
- Introduction to relative valuation
|
Matt Viereck |
Link
|