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Gleb Barkovskiy Pitches Charles Schwab – April 11
On Tuesday, SMIF heard from Gleb about adding low-cost brokerage firm Charles Schwab to the financial sector holdings. Gleb believes that in a world of ever-compressed fees, Charles Schwab is best posed to succeed. Unlike competitors Ameritrade and E-Trade, Schwab is diversified away from pure trading. In fact, trading commission only accounts for 11% of…
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Adam Mszanski Pitches Lockheed Martin – April 5th
On April 5th, Adam Mszanski pitched Lockheed Martin, the number one defense contractor in the U.S, to the SMIF Class. The company has four main segments: Aeronautics, Missles and Fire Control, Rotary & Missile Systems, and Space Systems. Adam believed that Lockheed has room for much growth in the future due to many political catalysts…
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Ryan Cutler Pitches T-Mobile – April 4
On Tuesday, April 4th, Ryan Cutler discussed adding T-Mobile to the telecom sector of the portfolio. Ryan described T-Mobile as a disruptor to the current Mobile space. The company brands themselves as the “un-carrier,” offering many benefits to the consumer over traditional competitors such as Verizon and AT&T. For instance, T-Mobile has no 2 year…