AAII Chapter Meeting – Saturday December 13, 2025 Reminder Topic: William O'Neil and the IBD Methodo

When:  Dec 13, 2025 from 09:30 to 12:00 (CT)
Associated with  AAII Houston Chapter

Registration is required

AGENDA
9:30am John O’Keefe Income SIG Update

John will kick off the day, with a presentation that focuses on a video put out by Jamie Dimon on what asset classes to be invested in if there were to be a market collapse for any one of a dozen reasons. Hopefully, this discussion could arm you with a strategy on how to prepare for such an event.


Break: 10:15am
10:30am David Chung Chapter Meeting
David will join us around 10:15am and be ready to start his presentation at 10:30am

What you will learn at this session:
1: Bill O’Neil's life and legacy, how he got into the brokerage business, and why
he was able to become the youngest man at age 29 to buy a seat on the New
York Stock Exchange
2: A few examples of his biggest winners; O’Neil’s rules on selecting stocks,
using both fundamental & technical analysis, and applying these rules to the
current bull market.
3: The special sauce of successful growth stock investing: Important IBD rules
that help protect portfolios from devastation and how to find big winners today.
4: Lastly, he will explain how best to integrate the new trends & certain
technologies into your own investment approach.

David Chung Photo

David Chung Bio
Dave earned a BA cum laude in East Asian Languages & Civilizations at Harvard College. In 2004
he wrote "Investor's Business Daily and the Making of Millionaires" to help commemorate the
newspaper's 20th year in business. He is Deputy Editor of IBD Markets. Outside the stock
market, David's passions include competitive golf, travel, and art appreciation.

Location

Online Instructions:
Url: https://us02web.zoom.us/webinar/register/WN_EeQLcmOqTx2YZ6iMBE4LWgegister/WN_EeQLcmOqTx2YZ6iMBE4LWg
Login: This meeting will be online only. Please register in advance for this meeting by going to AAII Houston Chapter Meeting. After registering, you will receive a confirmation email containing information about joining the meeting.

Contact

John O'Keefe
713-725-1876
jokeefe7@outlook.com