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Christian Cavaretta Pitches Activision – Feb. 9, 2017
Yesterday in class we had the pleasure of hearing Christian Cavaretta pitch Activision for the SMIF portfolio. Activision is the largest interactive gaming company (Video games), with three main components – Activision (Console games), Blizzard (Subscription based computer games), and King (Mobile games). Some of Activision’s most famous titles…
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Amy Caporale Pitches Guggenheim Solar ETF – Feb. 7
On Tuesday February 7th, Amy Caporale proposed the purchase of 300 shares of Guggenheim Solar ETF. The Guggenheim Solar ETF tracks the MAC Global Solar Energy Index, an Index that tracks the entire vertical value chain of Solar Energy around the globe. Amy believed that with prices falling drastically in the solar industry, the…
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Evan Bernstein Pitches Berkshire Hathaway- Feb. 1st
On Wednesday, February 1st, Evan Bernstein pitched Berkshire Hathaway (BRK.B) to the SMIF class. He explained some of the key catalysts for the company including the steepening of the yield curve, deregulation, a favorable economic environment and a possible shift in demand from traditional to renewable energy. In addition, he highlighted that Berkshire Hathaway has…