Palo Alto Lunch -- Idea Generation: Public Investing

Aiming this at working professionals only.

I'm a pre-MBA PE guy but I love the public markets. A few guys I've worked with now do public equities/hedge funds and I've always been interested in this. I try to do value or deep value focused public stock investing out of my personal account and work on writing 2-4 stock pitches a year simply for my own skills development.

I recently read "The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment" by Guy Spier and i loved that he had a weekly lunch with old HBS class mates where one person would come with a fully prepared stock pitch and the group would discuss it.

I was wondering if there are any guys here in Palo Alto, CA with passion for public investing that would be interested in having a group lunch? If it goes well maybe it can evolve into something more formal like the idea above?

Really only interested in working professionals + local MBA students. Let me know if anyone here is interested.

Tag

195 WSO Academy Hedge Fund Session Reviews: 4.78/5

Class of '29 Sep 2026 Cohort

5.00/5

Hedge Fund LinkedIn Review

“My meeting with Kevin Lee was super helpful and went well beyond what I originally expected. We met to discuss my LinkedIn profile, but the conversation also covered the hedge fund space and how I’m thinking about my career as a whole. I really appreciated being able to talk about both how I present myself professionally and the broader direction I want to take. As someone interested in hedge funds but also exploring other paths in finance, it was helpful to have a conversation that connected my profile to my actual interests and goals. Kevin gave me a lot to think about, and I left feeling clearer about my next steps. Overall, I really appreciated his time and willingness to go beyond the original purpose of our meeting.”

Class of '26 Sep 2026 Cohort

4.56/5

Hedge Fund Mock Interview

“He was very responsive and prepared for the meeting. He actually read the JD, resume, and looked up linkedin which sometimes other mentors doesn't actually go over those to prepare things beforehand. I appreciate his direct comments I think it saved time and actually helped me to know exactly where to improve. I also appreciated him admitting if he doesn't know about specific HF strategy. Only thing I'd suggest for him is probably sending actionable key takeaways after the meeting because other mentors did and that was very helpful. ”

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Palo Alto Lunch -- Idea Generation: Public Investing

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Palo Alto Lunch -- Idea Generation: Public Investing

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