David et al,
Apologies for having to leave early last night. Alternative demands called. I
am sure that I would not have been able to last 2 ½ hours.
Could we consider
Limiting the commentary on each of the current portfolio to (say) 10 lines
(including hold.buy/sell recommendation)?
Consolidating this into a document which is displayed on ‘share screen’?
Chair/secretary (or me) scrolls through for us to view and focus our thoughts
as commentator presents?
In the same way display on share screen the excellent WVIC New Investment Forms?
I think that the focus would allow us to get through the business in good time.
Antony
Antony Wells
01980 623 915
07407 269 459
North Farm House, Great Durnford, Salisbury, SP4 6AZ
Antony Wells
Sent from Mail for Windows 10
From: David Hutchison
Sent: 14 April 2020 06:44
To: wvic@xxxxxxxxxxxxx; christine
Subject: [wvic] WVIC Minutes
Dear everyone,
I enclose the Minutes from last night’s meeting. I congratulate Peter on
steering us deftly through on a platform which was completely unfamiliar to
many of us before the Plague.
I suspect there are many lessons to be learnt from last night and would ask for
your thoughts. My own are:
- We need the Global discussion next time to discuss when the market will
bottom or has bottomed and what its impact on future business will be.
- Submitting detailed thoughts in advance is a good discipline which we
might continue post plague. It is what one would expect of a normal business
meeting. I will be asking for proposals by 4pm on the Friday before then next
meeting.
- We should not forget Richard J’s excellent matrix for providing
relevant information. Perhaps Richard could circulate it again, please?
- Submitting detailed thoughts in advance would allow new ideas to be fed
straight in - apologies, Nick, for missing out DS Smith, sponsor of Wasps &
Cardiff Blues rugby teams.
- John suggests we don’t need these thoughts collated into one place.
I’d be delighted not to, but this means members having to print off beforehand
or achieve sight of 15 or so different emails during the meeting. Comments?
- Finally, for me 2 1/2 hours is a long time in front of a screen. I
thought the discussion time went really well, but I suggest that next time we
start the actual meeting at 7.45 and try to end by 9.30. Raconteurs and those
with new investment proposals should only take 30 seconds to summarise the case
they have already submitted in detail.
But these are only the thoughts of a humble scribe and I look forward to
hearing other views….
With best wishes
David
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