Minutes

EP Investment Club

Meeting Minutes for 1/17/18

Attendees: Grant, Nicky, Craig, Eddie General: Annual meeting next month.  Grant to email members for party ideas. Will change club bank account to Affinity Plus shortly. New member proposal: Chirag sponsored by Craig.   Pitches: Sell 30 shares of SNAP ANET – Arista Networks BRK-B – Berkshire Hathaway Buys: ANET BRK-B  

EP Investment Club

Meeting Minutes for 8/9/17

Attendees: Grant, Nicky, Greg, Craig, Jenny, Eddie, Lloyd (guest)   General: Lloyd would like to join the club.   Updates: MO – 33% (25 shares) stop loss at $62 ULTA – sell all shares   Pitches: NFLX – Netflix ANET – Arista Networks F – Ford   Buys: F ANET  

EP Investment Club

Meeting Minutes for 7/20/17

Attendees: Grant, Nicky, Greg, Craig General: Used new Zoom online cloud meeting tool. Free and worked well but has 40 minute time limit. Sells: Add 10% trailing stop loss to CACI. Pitches: COST – Costco ANET – Arista Networks Buys: ANET COST

EP Investment Club

Meeting Minutes for 4/12/17

Attendees – Craig, Greg, Nicky, Grant, Craig, Jenny, Brian (guest) Sells – NVDA – DAL Pitches – AE Electronic Art – NFLX Netflix – AVGO Broadcom – T AT&T Buys – NFLX Coverage changes – TSLA to Craig – NFLX to Craig

EP Investment Club

Meeting Minutes for 1/11/17

  Attendees: Nicky, Grant, Greg, Craig, Jenny Sell: LUV Pitches: JPM – JP Morgan Chase BAC – Bank of America NVDA – NVidia GS – Goldman Sachs FB (add to) – Facebook Buys: JPM BAC NVDA Annual meeting/party next month.  Grant to email ideas and dates.