Vienna FinTech Meetup #5 - Mint It
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Transcript of Vienna FinTech Meetup #5 - Mint It
Your Money in the Sweet Spot.
An Investor is attracted to high yield, low investment and low risk.
An Investor is overwhelmed!
30+ modelsStress
15K+ stocks
150+ industries
Risk
Time
Knowledge Volatility
Alex
An Investor optimizes value investing with Alex’s help.
Stock information
Value investing
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
Where we are adding value
Investor’s stock research
Investor’s behavioural profile
Investor’s continuous learning
Stock’s Research
• Understanding company
• Building your confidence about investment
• Investment checklist
Stock’s Fundamentals
• Major statistics
• Balance sheet
• Income statement
• Cash flow
Stock’sWeakness/Strength
• Identify stock’s weaknesses or strengths
• And impact to major indicators such as revenue, assets, debt or competitive advantage
Stock’s competition
• Compare fundamentals, strengths or weakness
Investor’s portfolio
• Integral place of investing
• Relevant news & alerts
Investor’s Profile
• Circle of competence
• Comfortability indicator
Hands-on Tutorials
• About Value investing, Financial modelling, Competitive advantage and more.
• Chunks 5 minute read or exercise with quizzes for rewards
Alex• Lives in mobile app,
Facebook messenger, iPhone, Android, Amazon Alexa and more
• Updates you about anything important
• Keeps you on right path
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
Competitive edge
AI-powered integrated solution
Building value investing habit
Offline training capacity
Behavioural analysis
Competition
Excel spreadsheet – DIY solutions
Bloomberg terminal
Online training courses (to a limited extent)
Existing direct competitors – small players (potential market integration)
Martin Bodocky
‘Join!’ our list of early adopters at
www.mintit.eu
More about value investing
www.meetup.com/Vienna-Value-Investing-Meetup/