Investing: First Principles and Practical Applications
Join us at Studio 535 for a lecture on investing.
Investing from first principles
How the world of investing works: the risk-free rate as foundation
Index funds' mechanical advantages from the perspective of an active investor; why I'm active
Bonds/fixed income: the forgotten asset class
Real estate: thinking about a buy from first principles
The concept of "alpha" in investing, business, life
Crypto- for/against
Investing: practical applications for employees and founders
Employees: stock options- valuing your compensation; benchmarking company valuation/positioning against public peers/comps
Founders: Driving business decisions- ROIC; pattern-matching businesses; fundraising
Bonus: are we in a bubble?
Lecture will begin at 7pm sharp. Length ~1 hour, followed by (brief) Q&A and time for people to socialize. Snacks and drinks will be provided. My background here: https://prodmason.com/
Notice of photography: This event will be livestreamed on X and Youtube.