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" Vital Farms (VITL)

Presented by Joan Loken

Vital Farms, Inc. is an ethical food company specializing in pasture-raised eggs, butter, and ghee from family farms. It emphasizes animal welfare, sustainable practices, and conscious capitalism, balancing benefits for farmers, customers, communities, the environment, and shareholders.


Why Fundamental Investors Might Consider Vital Farms

Vital Farms operates in a resilient sector with non-discretionary demand, combines operational efficiency with tangible assets, and benefits from structural sustainability trends — characteristics that can offer downside protection and long-term growth potential in a diversified portfolio.


Joan Loken has been a Director of the BI Rocky Mountain Chapter since 2009 and has served as President and Education Chair. For six years, she was a member of the national BI Advisory Board and chaired the Chapter Support Team. Ann Cuneaz, Senior Manager of Education Programs, asked Joan to participate in the Ticker Talk and Stock UP GTW backroom. Answering questions in the backroom gave Joan the opportunity to continue expanding her investing knowledge.



Educational Focus: Mastering Stock Research with AI

Presented by Naveen Chandrashekar


A Live Demo of NotebookLM

Struggling to keep up with 10-Ks, earnings calls, and analyst reports? Join Naveen Chandrashekar for a live demo of NotebookLM, a powerful AI research assistant. Using examples like Intel and Netflix, Naveen will show you how to upload research materials and use plain-English queries to instantly extract key data. Learn how to cut through the noise, compare financial statements in seconds, and make more informed investment decisions faster.


A technologist by profession, Naveen has a passion for investing. Since moving to Colorado in 2018, he has become an active leader in the investment community, serving as an Associate Director for the BetterInvesting Rocky Mountain Chapter. When he isn’t volunteering for STEM initiatives like Girls in STEM and NPower, Naveen enjoys exploring Colorado’s trails by foot or motorcycle. He combines his technical expertise with fundamental analysis to find smarter ways to research stocks.



Model Investment Club dates for 2026:

February 18, 2026

March 18, 2026

April 22, 2026