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Kortney Klingert Pitches CarMax on Nov. 28
On Tuesday, November 28th, Kortney Klingert pitched CarMax to the Student Managed Investment Fund. Kortney is confident that CarMax is well positioned to deliver long-term growth. CarMax is the largest retailer of used cars in the United States, selling more used cars each year than their three closest competitors combined. They revolutionized the auto industry…
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Charlie Niehaus Pitches Square, Inc. on Nov. 28
On Tuesday, November 28th, one of the SMIF Technology sector analysts, Charlie Niehaus, pitched Square Inc., a payment processing solutions business. Charlie highlighted Square’s recent diversification of revenue sources with the addition of their Square Capital and Square Cash business segments in his stock pitch. He believes Square is a beneficial addition to the SMIF…
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Matt Linden Pitches Penske Automotive Group on Nov. 15
On Wednesday, November 15, Matt Linden pitched Penske Automotive Group as an addition to our Consumer Discretionary holdings. Penske is a highly diversified transportation services company, boasting the second largest auto dealership in the United States. The firm’s business units are comprised of automotive retail, commercial truck retail and commercial vehicle distribution. Catalysts include an industry-wide shift…