Model Investment Club

The Rocky Mountain Chapter Model Investment Club online meeting begins at 6:45 pm Mountain Time, with about 15 minutes for the business portion of the model club, followed by an education presentation and a stock evaluation using judgments from the audience.

Focused on small and mid-sized companies as defined by BetterInvesting, small companies are often hard to find and evaluate. These potential gems have annual revenues of less than $10 Billion, and may not be widely followed by analysts.

Join us to learn more about running an investment club, selecting small and mid-sized companies and managing a portfolio.

Stock Presentation: United Therapeutics (UTHR)

United Therapeutics Corp. is a biotechnology company that engages in the development and commercialization of products for patients with chronic and life-threatening conditions. It develops drugs for rare disease and in is at the forefront of the development of organs for transplant. In November 2024, UTHR completed the first successful kidney transplant using a bio-engineered pig kidney. In addition, UTHR has bio-engineered lungs and liver in development. No competitors have had a successful transplant to date.The company was founded by Martine A. Rothblatt on June 26, 1996 and is headquartered in Silver Spring, MD.

United Therapeutics will be presented by Joan Loken.

Education Session: Powerful 5: Ratios to Screen Stocks.

The presentation will discuss 5 ratios that can be used as a framework to screen stocks and separate signal from the noise. These ratios can help you pick companies that are built for long term success.

Education presenter is Naveen Chandrashekar.