As our usual meeting day, the first Monday of the month, falls on Labor Day, we will meet via Zoom on Tuesday, September 6th at 10am. As usual, we discuss the macro-outlook, different investment themes and individual stocks that members own or are thinking of owning. Group participation and interaction is encouraged. An initial agenda will be sent out the week before, so members have a chance to suggest stocks or investment themes. For questions or investment ideas you would like us to cover, contact Jim Phillips.