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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…
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Kyle Kinner Pitches Keurig-Dr Pepper Snapple on April 30th, 2018
On Monday, April 30th, Kyle Kinner pitched Keurig-Dr Pepper (NYSE: DPS) to add to the Consumer Staples Sector holdings. Keurig-Dr Pepper is a leading integrated brand owner, manufacturer, and distributor of non-alcoholic beverages. Bob Gamgort, new CEO, is coming into the company with over 30 years of experience in the consumer packaged goods industry with…