Vienna FinTech Meetup #5 - Mint It

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Your Money in the Sweet Spot.

Transcript of Vienna FinTech Meetup #5 - Mint It

Page 1: Vienna FinTech Meetup #5 - Mint It

Your Money in the Sweet Spot.

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An Investor is attracted to high yield, low investment and low risk.

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An Investor is overwhelmed!

30+ modelsStress

15K+ stocks

150+ industries

Risk

Time

Knowledge Volatility

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Alex

An Investor optimizes value investing with Alex’s help.

Stock information

Value investing

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Alex helps with

• Valuation techniques

• Ideas exploration

• Testing investment ideas

• Build Value investing habit

• Gaining confidence in investing

• Digesting and processing a high amount of financial data

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Where we are adding value

Investor’s stock research

Investor’s behavioural profile

Investor’s continuous learning

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Stock’s Research

• Understanding company

• Building your confidence about investment

• Investment checklist

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Stock’s Fundamentals

• Major statistics

• Balance sheet

• Income statement

• Cash flow

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Stock’sWeakness/Strength

• Identify stock’s weaknesses or strengths

• And impact to major indicators such as revenue, assets, debt or competitive advantage

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Stock’s competition

• Compare fundamentals, strengths or weakness

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Investor’s portfolio

• Integral place of investing

• Relevant news & alerts

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Investor’s Profile

• Circle of competence

• Comfortability indicator

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Hands-on Tutorials

• About Value investing, Financial modelling, Competitive advantage and more.

• Chunks 5 minute read or exercise with quizzes for rewards

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Alex• Lives in mobile app,

Facebook messenger, iPhone, Android, Amazon Alexa and more

• Updates you about anything important

• Keeps you on right path

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Market

54 million self-directed investors in US

Market size of $1.8 Trillion[1]The self-directed segment of investors is growing

faster than the non-self-directed segment

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Competitive edge

AI-powered integrated solution

Building value investing habit

Offline training capacity

Behavioural analysis

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Competition

Excel spreadsheet – DIY solutions

Bloomberg terminal

Online training courses (to a limited extent)

Existing direct competitors – small players (potential market integration)

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Martin Bodocky

[email protected]

‘Join!’ our list of early adopters at

www.mintit.eu

More about value investing

www.meetup.com/Vienna-Value-Investing-Meetup/