Contra’s Take: What Makes a Good Investor Day? (A Tale of Two Investor Days)

Описание: Welcome to Contra the Heard Investment Newsletter on YouTube!

In this video Philip MacKellar and Todd MacSween discuss what makes a good investor day and the three elements of an investor presentation Phil focuses on most. From there, Phil and Todd compare and contrast the Q3 2021 investor day presentations of TransAlta and Bird Construction. Those interested in more on TransAlta can click here: https://seekingalpha.com/article/4459....

Stock picks mentioned in this video include: TA, TAC, BDT

#investorday #stockpicks #valueinvesting

Disclosure: At the time of this recording, I/we have long positions in TA, TAC, and BDT.

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Chart data curtesy of: TransAlta and Bird Construction
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