CFA Society Portland – Finding the Next ‘Da Vinci’ Stocks: How to Use Buffett’s Guidance to Beat His Own Performance

By Professor Joel Litman

Chairman and CEO of Valens Research and the Founder and Chief Investment Strategist of Altimetry Financial Research


Wednesday, 14th September 2022



12:00 PM – 1:00 PM PDT

In what area of the stock market can investors experience, literally, 1,000x investment returns?

What strategies do “Da Vinci stocks” employ from inception to growth to become the true market dominators?

Why does even Warren Buffett talk about the amazing returns of these companies, lamenting how he can’t buy them despite the opportunity where he would “guarantee” 50%+ annual returns per year?

This special event for CFA Society Portland, its members, and its affiliates will focus on how the greatest of investors and leadership teams recognize, analyze, and even build the world’s next “Da Vinci stocks.”

In this webinar, Professor Joel Litman will discuss the strategy, performance, and the valuations of how the greatest firms become so great—long before most of the world realizes it.

He will also discuss the reason why so many novice investors and the widespread financial media completely miss out on recognizing these firms in their early years, often even fearful of them.

The content in this discussion was provided by Professor Litman as a keynote speaker at the National FBI Accounting and Forensics Conference.

That itself highlights an important aspect of these investments that cannot be overlooked.

About the Speaker:

Professor Joel Litman is Chairman and CEO of Valens Research and the Founder and Chief Investment Strategist of Altimetry Financial Research.

Litman’s analyses are read by tens of thousands of investors and executives every week. His research is used by more than 230 of the 300 largest investment managers in the world, including all of the top ten.

Litman has lectured and advised at top programs like Harvard Business School and London Business School, for the US government, including the Pentagon and US Marine Corps War College, for CFA Societies and investment teams from New York to Istanbul to Tokyo, and for leadership of the world’s largest firms such as PwC and Credit Suisse.

Litman has been interviewed on CNBC, quoted in the Wall Street Journal’s Barron’s Magazine and Institutional Investor, and is a regular author in Forbes. He published “Give My Regrets to Wall Street” in Harvard Business Review. Litman co-authored the highly-acclaimed book, “DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.”

As Chairman of the UAFRS Council, Litman has spearheaded the global use of Uniform Accounting ( for investment decisions and strategic business analysis. Professor Litman holds trademarks and patents in a wide array of strategic and financial analyses.

Litman is an honorary member of the CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners. He is a CPA (Certified Public Accountant), received a B.S. in Accounting from DePaul University, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.

Reserve your slot for this upcoming webinar and find out how to find the “next Da Vinci stocks” for your portfolio.

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