DETAILS: October 4, 2002

CONTRIBUTION: Researched the integrated circuit software integrity market: Essentially, the people who double-check to make sure that engineers' designs for circuit boards are properly done. Also, valuated using FCFE method.

OF INTEREST: Virtually no one I knew had heard of Verisity, which gave me reason to pursue this little company. In short, they re-define efficiency with both their internal structure and products. Stock increased 90% following the presentation.

DOWNLOADS: Powerpoint PDF / Valuation XLS