Three presentations were made during the first meeting of the club:

  • Julien shared his experience in Net-Net Investing
  • Inigo presented the GARP framework, what “Quality” means for a company and gave an example of such a company by presenting Scatec Solar
  • Tomasz gave an review of the excellent book “Thinking, Fast and Slow“, by Daniel Kahneman, and gave an overview of the biggest cognitive biases he learned thanks to this book.