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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…
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Quinn Flaks Pitches Kinder Morgan – Wed. Jan. 25th
On Wednesday, January 25th Quinn Flaks pitched Kinder Morgan, a midstream energy company that operates mostly in the US and Canada. Kinder Morgan remains the largest midstream energy company in North America. Quinn explained that natural gas is Kinder Morgan’s biggest segment which he views as the energy of the future. However, the company has…
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Tristan Yapalater Pitches Intel – Dec. 6, 2016
On Tuesday, December 6, Tristan Yapalater pitched Intel to the class. Tristan explained how Intel is = fundamentally shifting from a PC company to a cloud based computing and internal hardware manufacturing company. Intel has been stepping up its…