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: Mtron (MPTI)

Mtron is a U.S.-based designer of high-performance, mission-critical electronic components for the aerospace, defense, and space industries. Since its 2022 IPO, the company has demonstrated a consistent growth trajectory supported by strong industrial relationships.

Key Investment Highlights:

• Strong Demand: Reported a significant 61.8% year-over-year backlog surge as of year-end 2025.

• Market Position: Target applications require high reliability and performance, creating a strong competitive moat.

• Growth Momentum: Consecutive annual revenue growth since 2022, driven by deep-rooted relationships with major defense contractors.

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

Educational Focus:

NotebookLM – Part 2: Advanced Techniques for Smarter Stock Research

Presented by Naveen Chandrashekar

Building on our February intro to NotebookLM, Part 2 will cover advanced features to accelerate your analysis:

• Processing multiple documents (10-Ks, earnings calls, competitor data)

• Creating custom outputs: comparisons, timelines, mind maps, bull/bear cases

• Powerful prompting for trends, risks, and cross-document insights

• Investor workflows that cut research time—no AI hallucinations!

• Live examples (expanding on Intel/Netflix demos) + tips for faster, deeper fundamental analysis.

Naveen is a technologist by profession with a passion for investing. Since moving to Colorado in 2018, he has become an active leader in the investment community, serving as a 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.