The AAII Research Triangle Chapter presents...

Buffett and Beyond: The Predictability and Comparability of Buffett’s Stock Selection Methodology

    Discussed by:

    Joseph Belmonte
    Author, Researcher and University Professor, Owner of Buffett and Beyond Research

This presentation will discuss a stock selection method used by the greatest investor of all time. Clean Surplus was developed by the accounting profession a very long time ago in order to aid investors in determining the predictability of the future earnings (net income) of a company. This method is used by Warren Buffett, but had never been statistically tested until Belmonte’s doctoral dissertation, published in 2002. This presentation will cover the beginnings of this methodology, the academic research, a nine-year track record of a portfolio following the original research method and, finally, how the average person can use this method to enhance their own portfolio.

Attend This Meeting and Learn...
How the Buffett and Beyond system works
How to use it in your own portfolio
How to use the Buffett and Beyond system as part of a hedged income portfolio

Saturday, March 9, 2013
10:00 a.m.    Program
11:30 a.m.    Q&A
Kirk of Kildaire Church
200 High Meadow Dr.
Cary, NC 27511
[ Map This Location ]
At the Door Registration
Everyone, $5
No Refunds

  Special Interest Groups (SIGs)

Investment Income subgroup meets the first Saturday of the month.
Portfolio Management subgroup meets the third Saturday of the month.
Options subgroup meets the fourth Saturday of the month.
No fee to attend. All three meet at 9:30 a.m. at Panera Bread, 7840 Alexander Promenade Place across from Briar Creek Mall. Directions at

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