Value Investor Workshop | Sydney | Full day intensive

For the first time in 3+ years, Owen Rask is running a full-day intensive value investor workshop for 15 students in Sydney.

From 8:30 am thru 4:30 pm, you will dive into an immersive but applied investing session covering topics like valuation, screening, writing an investment thesis, identifying brilliant business leaders, and much more.

Date, time & location:  

  • Wednesday, October 4th, 2023
  • 8:30am – 4:30 pm
  • Sydney CBD (Martin Place)

This is in an in-person session, running for one day only.

All workshop students get full access to our Value Investor Program (the full online course) (RRP $499) and 6 months of access to Rask Core, Owen’s investment research community.

Major topics covered on the day

  • Valuation
    • Using real valuation models like Discounted Cash Flow (DCF) and Internal Rate of Return (IRR) (take the Excel models home with you!)
    • Step-by-step guide with live ASX case studies
  • Investment process
    • Most effective screening & filtering techniques to match your process & philosophy
    • When, where and how to use quantitative methods
    • Competitor & industry research
    • Competitive advantage analysis
    • Watchlist or portfolio? How to decide
    • Core & Satellite
    • Avoiding blow-ups, frauds and the power of incentives
  • Qualitative analysis
    • Using language analysis to your advantage
    • Why founders & families do better
    • How and why you must create an investment thesis
    • AI tools in research
    • How to invest in rapid-growth industries
    • Portfolio management for growth investing versus passive income

Included in your Workshop 

  • Full access to the Value Investor Program (the full online course) (RRP $499)
  • 6 months of access to Rask Core, Owen’s investment research community
  • 2 passes to the Rask Roadshow Sydney event (RRP $80)
  • Food & drink
  • “Investor Starter Pack”, including exclusive Rask merchandise & at least 2 investing books picked just for you
  • Networking with aligned and talented private investors
  • Lunchtime presentation from an expert investor or CEO (TBC)

Important FYI

  • There are limited seats – unfortunately, we are NOT able to do this on another day.
  • If you are successful in getting a seat, you will NOT receive a “ticket” – we will email you a confirmation of your purchase and you will automatically be added to our list.
  • You will also receive an email approximately 7 days out from the workshop
  • You can pick up your merch at the Rask Roadshow (October 3rd, 5:30 pm) or on the day of the workshop (October 4th)

$499.00 inc. GST

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Description

For the first time in 3+ years, Owen Rask is running a full-day intensive value investor workshop for 15 students in Sydney.

From 8:30 am thru 4:30 pm, you will dive into an immersive but applied investing session covering topics like valuation, screening, writing an investment thesis, identifying brilliant business leaders, and much more.

Date, time & location:  

  • Wednesday, October 4th, 2023
  • 8:30am – 4:30 pm
  • Sydney CBD (Martin Place)

This is in an in-person session, running for one day only.

All workshop students get full access to our Value Investor Program (the full online course) (RRP $499) and 6 months of access to Rask Core, Owen’s investment research community.

Major topics covered on the day

  • Valuation
    • Using real valuation models like Discounted Cash Flow (DCF) and Internal Rate of Return (IRR) (take the Excel models home with you!)
    • Step-by-step guide with live ASX case studies
  • Investment process
    • Most effective screening & filtering techniques to match your process & philosophy
    • When, where and how to use quantitative methods
    • Competitor & industry research
    • Competitive advantage analysis
    • Watchlist or portfolio? How to decide
    • Core & Satellite
    • Avoiding blow-ups, frauds and the power of incentives
  • Qualitative analysis
    • Using language analysis to your advantage
    • Why founders & families do better
    • How and why you must create an investment thesis
    • AI tools in research
    • How to invest in rapid-growth industries
    • Portfolio management for growth investing versus passive income

Included in your Workshop 

  • Full access to the Value Investor Program (the full online course) (RRP $499)
  • 6 months of access to Rask Core, Owen’s investment research community
  • 2 passes to the Rask Roadshow Sydney event (RRP $80)
  • Food & drink
  • “Investor Starter Pack”, including exclusive Rask merchandise & at least 2 investing books picked just for you
  • Networking with aligned and talented private investors
  • Lunchtime presentation from an expert investor or CEO (TBC)

Important FYI

  • There are limited seats – unfortunately, we are NOT able to do this on another day.
  • If you are successful in getting a seat, you will NOT receive a “ticket” – we will email you a confirmation of your purchase and you will automatically be added to our list.
  • You will also receive an email approximately 7 days out from the workshop
  • You can pick up your merch at the Rask Roadshow (October 3rd, 5:30 pm) or on the day of the workshop (October 4th)

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