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Peter Snow Pitches Las Vegas Sands on April 10th, 2018
On Tuesday, April 10th, Peter Snow pitched Las Vegas Sands (NYSE: LVS) to add to the Consumer Discretionary Sector holdings. Las Vegas Sands Corp. is a global operator of integrated resorts that specializes in developing premium accommodations that feature gaming, high-end shopping, unique entertainment, fine dining and a variety of other amenities. The Company operates…
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Alden Stone Pitches Constellation Brands on February 27th, 2018
On February 27th, Alden Stone,pitched Constellation Brands, Inc. (NYSE:STZ). Constellation is the largest producer of wine in the world and has exclusive rights to sell Modelo’s Mexican beer portfolio in the U.S. Alden’s investment thesis was based on an industry leading premium product mix, increasing company margins, diversification within the alcohol beverage industry, the company’s first mover…
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Austin Mendez Pitches CME Group on March 6th, 2018
On Tuesday, March 6, Austin Mendez successfully pitched CME Group (NYSE: CME) to be added into the SMIF portfolio. CME Group, the largest derivatives exchange by trade volume, operates within an industry with very high barriers to entry. Austin is confident that CME has positioned itself to see strong growth in the coming years. Through its…