Marketocracy General Forums

The m100 Gathering was great! Thanks Mark and Ken. Thanks Chris, Alan, and all the rest also.

awesome conference! thanks so much for holding it!

there has been an increase in many universities... with students and faculty using apple products.

Probably the full extent of my input as to why we should buy stock in APPLE this weekend:

P.S. GO HUSKERS! BEAT MIZZOU!!

I'm in! I really look forward to finally meeting everyone. This is going to be fun...

AMRN... interesting. compare the quarterly MOFQX reports on that one.

cool. i have NVO in one of mine. made the first buy at $60

rmcduff... may i read what you had written, please?

I'll see everyone on Saturday. This is going to be fun.

Confirmed Attendees:

advisorCFA
akhnaten
auminer
cfranklin
chaseboy
cridder
dinsel
dishwasher
eugeneg
gbravo
jcummings1
jerrypettit
jmcdowell
mkoza
rbitrage
rmcduff
rraney
sackingswin
samko
tchotki
teriksen
watcher

Waiting to hear:

charris
eschmitzva
hiromimini
hleopold
mkremer
mpatterson2
rfabian
rnapoli
sombrehombre
stevekus
tfischer
timbo56

AGENDA

Dress: casual to business casual

Friday Evening:

Gather at Marketocracy's HQ at 1200 Park Place, Suite 100 beforehand and walk to Archstone Club House around 6pm.

6-10pm: Dinner at Archstone Club House plus billiards, poker, shuffleboard, DVDs, karaoke, and fun. Opportunity to meet one another and connect the usernames to the real names and real people.

Saturday:
8am: Marketocracy HQ

Continental Breakfast

1. Welcome and Marketocracy Update

2. Discussion on Market Outlook

3. Discussion on Apple, Inc. (AAPL)

Lunch

4. Discussion on Mastercard (MA)

mFOLIO Masters pitch their best ideas to the group (investment committee) for evaluation:

5. Tim Eriksen: Diamond Hill (DHIL), Legg Mason (LM) & E*Trade (ETFC)
6. Gary Franklin: Amarin Corp. (AMRN)
7. Randolph McDuff: Novo Nordisk (NVO), Guanghsen Railway (GSH) & American Pacific Corp (APFC)

8. Tools for Research

6-10pm: Dinner at Archstone Club House plus billiards, poker, shuffleboard, etc.. Opportunity to continue the discussions in small groups and one-on-one and to get to know each other better.

Sunday:
8am: Marketocracy HQ

Continental Breakfast

Continuation of anything we didn't finish on Saturday and then discussion on topics decided by the group or activities decided by the group.

Lunch

Some people will head to the airport for flights, others will stay to continue the discussions.

Most likely finish up around 3-4pm but some may want to keep on going...

Hi Greenab,

Upon the conclusion of the conference, I'll

A: open up a thread and post my review for all.

B: get Mark's approval and blog the review, so that once again it becomes accessible.

If I open up a full thread, then members can post commentary, and perhaps it will spur some debate. I don't tend to get many actual comments on my investment commentary threads, so some "back and forth" might be enjoyable.

regards,

Randolph

Reading it as we speak--really enjoyed the first 25 pages so far anyway!