Templates

Get to know each other and agree how you'll work.

1. Welcome and coffee (10 min)
2. Why does each of us want to join? What experience do we have? (15 min)
3. Group goals: learn, have fun, build a shared portfolio? (10 min)
4. Group agreement — go through the "Group agreement" template (20 min)
5. How often do we meet? Where? Who hosts next time? (5 min)
6. Homework: everyone brings one stock to talk about briefly (5 min)

A fixed agenda for every café.

1. Coffee and news since last time (10 min)
2. The portfolio: how did it go? Check the Portfolio tab (10 min)
3. Pitches: 1–2 people present a stock (2 × 10 min)
4. Discussion and questions (15 min)
5. Decision: buy, sell or wait? (10 min)
6. To-dos and who pitches next time (5 min)

Rules for your shared portfolio — so you avoid arguments.

• Monthly saving: each of us deposits ___ per month.
• Account: the portfolio is held in an account at ___ owned by ___.
• Decisions: we buy/sell when at least ___ of ___ vote yes.
• Max share in a single stock: ___ %.
• If someone wants to leave: they get their share of the value within ___ weeks.
• New members: everyone must agree.
• We meet every ___ weeks, hosting rotates.
• Most important: we're here to learn and have fun together.

A structure to present a stock in 10 minutes.

1. The company in one sentence — what do they do?
2. How do they make money?
3. Numbers: revenue, profit, market cap, P/E
4. Why now? What's the thesis?
5. What could go right?
6. What could go wrong? (risks)
7. My suggestion: buy, watch or pass — and how much?

Tip: use the Scouting tab and your pitch becomes a ready-made slideshow.

A simple template for the note-taker.

Present:
Portfolio value today:

Pitches:
- 

Discussion:
- 

Vote:
-