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Nvdia (Nvda) - Valuex Vail 2014

Nvdia (Nvda) - Valuex Vail 2014

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Published by VitaliyKatsenelson
Nvdia (NVDA)
ValueX Vail 2014
Nvdia (NVDA)
ValueX Vail 2014

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Categories:Types, Presentations
Published by: VitaliyKatsenelson on Jul 07, 2014
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07/14/2014

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 ValueX Vail Conference NVIDIA Presentation
 June 20, 2014
Kevin C. Smith, CFA Founder and CEO Crescat Capital
LLC
 
2
Investment Process
Proactive Risk Management Fundamental Data-Driven Models Global Macroeconomic  Themes
 
3
Crescat Global Macro Investment Themes
Digital Evolution (Internet of Things (IoT)) Domestic Banking Resurgence China Currency and Credit Bubble India Policy Shift Nanoscale U.S. Housing Recovery Global Fiat Currency Debasement Global Debt-to-GDP Deleveraging New Oil and Gas Resources

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