Value Investors Club R2 Application Feedback
Hi everyone, I recently moved to the second stage of VIC’s new membership application process and would really appreciate any feedback on my pitch. If anyone is interested in reviewing it, I would be happy to send it by private message. I am looking for completely honest feedback, so please do not hold back. Any criticism, whether it is about the thesis, research, analysis, writing, structure, or anything else, would be greatly appreciated. Thank you very much!
pm
Which was your idea I see all theR2 ideas
Can you dm?
No, share with the class
dm
Happy to give feedback
pm, happy to!
people still read this garbage? this site is a joke. anyone serious in HF doesnt read this shit
I never had an approved account because no advantage of handing out your ideas to someone. But I have several friends at reputable places that still post on VIC. And there's a handful of "name brand" guys that still post. If you've been around long enough, you know their usernames and it's typically high quality work.
could you share some of these mentioned-usernames? DM if you prefer.
i am aware of the old-school vic guard like daniel sundheim + roark + charlie but none of them are posting anymore
so far, only Edgar Wachenheim III / Greenhaven is still posting.
Just disclose what name it is; there are a few. i can give comments.
i see: tenet healthcare, dingdong, and mistras group posted in the last 3days
Hey it's Tenet.
Its dripping with AI
If ur gna take peoples time to put idea on the site, why use AI.
i found it difficult to follow exactly what the short thesis. is Writing "Tenet is priced for growth and profitability while earnings are becoming increasingly flat" is not enough. You need to really pinpoint factor X in the first few sentences othw you are losing the reader.
the easier the write-up is written, the more the audience will be engaged. so when you write, think like that you would need to explain this to your grandma.
not saying that the idea is per se bad just that the writing style makes it very difficult to follow
Hi, thank you so much for your feedback and emphasis on writing style. I will keep it in mind for next time onwards and work on improving it. Thank you for taking out time!
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