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SMIF Welcomes Guest Speaker Richard Koch from Koch Communications
Guest Speaker Richard Koch joined SMIF for lunch on February 22, 2018. Mr. Koch graduated from Bucknell with a B.S. in Civil Engineering and the University of Chicago with a M.B.A. in Finance. He is the founder of Koch Communications, a small business that assists companies with financial, corporate communication, and training activities. Prior to…
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TN Doan Pitches L Brands Inc. on January 29
On Monday, January 29, TN Doan pitched L Brands Inc. (NYSE: LB) as an addition to our Consumer Discretionary holdings. L Brands is a specialty retailer of women’s intimate and other apparel, beauty and personal care products, and accessories. TN’s investment thesis is based on the fact that L Brands’ operates two very attractive, category-leading…
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Kyle Bloom Pitches Lockheed Martin on February 5
Kyle Bloom, one of our Industrials sector analysts, pitched Lockheed Martin Corporation (NYSE: LMT) on February 5th. Lockheed Martin is the world’s leading defense contractor, based on revenue for 2017. Kyle’s investment thesis emphasized the potential for the American defense sector as a whole and Lockheed Martin specifically. The American defense sector is mostly supported…