Model Investment Club

Ready to grow your investing expertise? Register now for our upcoming Model Stock Investment Club meeting! Discover how the Rocky Mountain Chapter Model Investment Club operates and learn valuable strategies for evaluating small- and mid-sized companies – often overlooked gems with annual revenues under $10 billion.

Stock Presentation: ExlService Holdings (EXLS)

Presented by Tom DeVries

Tom will lead us through a stock study of ExlService Holdings Inc., a business process management company driving digital transformation through AI, machine learning, and cloud solutions.

Key Highlights:

• Strong growth: 17.9% revenue (3-yr), 21.8% EPS (3-yr)

• Solid profitability: 24.7% ROE, 38.1% gross margin

• Current valuation: $39.54, P/E 30.0, Forward P/E 20.0

Tom retired after 40 years in Supply Chain Management, including leadership roles at Nestle. He brings real-world business expertise to stock analysis.

Educational Focus: Researching Small Company Stocks

Presented by Lisa Campbell

Learn how to find and analyze promising small company stocks when research is limited:

• Criteria for selecting small stocks worth analyzing

• Essential online research tools (BI website and beyond)

• Resources focused on lesser-known companies

• Extra scrutiny techniques for newer or unstudied firms

Small company stocks can be fantastic portfolio additions—discover the procedures and resources to navigate them successfully.

Lisa has been a member of BetterInvesting since 2016 and is a former Channel Islands Chapter president. She holds an MBA in Finance and brings analytical expertise from her background in research and 35 years of military service.