Sunday, September 19, 2010

[Meeting Minutes] Weekly Meeting, 09-17-10

Link to meeting slides:

09-17-2010.pptx

Agenda:

  • Welcome
  • Special Situations Pitch
  • Watch list
  • Portfolio Overview
  • Provisional Member status

Saturday, September 11, 2010

[Meeting Minutes] Weekly Meeting, 09-10-10

Link to meeting slides:

09-10-10. Oceanus_Meeting.pptx

Meeting brief:

Pitch: Long - December Corn

Watch list - Global Macro:

•Natural Gas
•French Government Debt
•Volatility (VIX)
•Canada

Watch list - Relative Value:

•Gold - Short
•Itron, Inc (NYSE:ITRI)
•American Tower (NYSE:AMT)
•Athenahealth, Inc (NYSE:ATHN) - Short
•Citrix Systems, Inc (NASDAQ:CTXS)
•Akamai Technologies, Inc (NASDAQ:AKAM)

Monday, September 6, 2010

[Meeting Minutes] Weekly Meeting, 09-03-10

Welcome back everyone! Hope ya'll had a great summer.

Link to meeting slides:
1st_Meeting_(09-03-2010).pptx

Meeting brief:

  • Introduction: Club overview
  • Pitch: Relative Value (NYSE:LVY)
  • Watch list: Special Situation & Global Macro
  • Portfolio Update : Risk Management
  • Wrap-up & Next steps

Next Step:

  • Resume deadline: Friday, September 10, 2010 to tsl5e@virginia.edu
  • Interviews: Week of September 13-17
  • Staffing Meeting: September 17, 2010
  • Pitch date: TBD