The Tech Investor's Playbook

The dos & don’ts for investing in tech stocks from a top Wall Street Pro

Beginner
CLASS SUMMARY

Interested in learning how to make money in tech stocks? Technology stocks comprise 43% of the weight of the S&P 500. 8 of America's 10 largest companies by market cap are tech firms. Whether you have no knowledge of investing in tech stocks or are a relatively experienced investor, this class covers a wide range of topics that can help you make money by investing in tech stocks.

TOPICS TO BE COVERED
  • Tech's position in the financial markets.
  • Investment strategy. Buy & sell discipline.
  • Screening for tech Ideas.
  • Investment trends.
  • Fundamental analysis.
  • Technical analysis to time & pace trades.
  • Best free online data sources.
  • Key valuation metrics.
  • Going global.
  • Regulatory constraints on tech companies.
  • Private vs public investing.
WHAT YOU WILL LEARN

You will learn from a highly experienced Wall Street professional the basics of how to invest in tech stocks, what to look for when searching for investment candidates, and how to monitor your holdings.

PREREQUISITES

There are no prerequisites. Just bring a keen interest in tech investing & making money.

DOWNLOAD CLASS PDF
ABOUT THE PRESENTER
Paul MeeksCo-CIO and Portfolio Manager, Harvest Portfolio Management

Paul Meeks is the Co-Chief Investment Officer at Harvest Portfolio Management in Charleston. He manages the Meeks-Harvest Tech Portfolio. Paul has been an equity analyst, portfolio manager, research director, or chief Investment officer since 1987. He has focused solely on tech Investing since 1992. He created, launched, & managed the world's largest ($8 billion assets under management) tech mutual funds franchise for Merrill Lynch Investment Managers. You can watch "Tech Tune-Up with Paul Meeks" weekly on Benzinga's YouTube channel or read "Meeks's Musings" In the Charleston Mercury. Paul is also the Professor of Practice in the Accounting & Finance Department in the Citadel Baker School of Business.

Paul has BAs in Political Science & History from Williams College & an MM (MBA) from the Kellogg School of Management where he specialized in finance. He Is a Chartered Financial Analyst & a Chartered Alternative Investment Analyst. Connect with Paul Meeks on LinkedIn.

CLASS SCHEDULE
$50 REGISTER NOW
VITALS

COST

$50 ($40 CDC Members)

DURATION

2 hrs

CLASS SIZE

36 persons

LOCATION

4 Conroy St, Ste A
Charleston, SC 29403

PHONE

(843) 972-7666, ext 2

EMAIL

info@charlestonlc.org