What is Prologis? According to its 2023 annual report, “Prologis is the global leader in logistics real estate with a focus on high-barrier, high-growth markets.” The logistics real estate sector provides warehouse distribution and fulfillment centers to streamline supply chains and meet the demands of both traditional and online commerce. Prologis develops and manages these…
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On April 3rd, the Student Investment Fund had the honor to host David A Katz (Union Class of ‘84), President and Chief Investment Officer of Matrix Asset Advisor, a firm David co-founded in 1986. David has an MBA from NYU, is a CFA charter holder, and appears frequently as a guest on CNBC (e.g. here…
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The SIF currently owns 75 shares of Facebook (FB) and it makes up 2% of the portfolio. Although the company has grown its profitability and has a relatively low beta of .62 over the past 3 months, the ongoing concerns over data collection, privacy issues, personnel conflicts, and Russian interference pose sufficient risk to warrant selling out…
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Gilead Pharmaceuticals, a biopharmaceutical company, discovers, develops and commercializes therapeutics in the areas of unmet medical needs in the United States, Europe, and internationally. Gilead pharmaceuticals is an attractive investment for three main reasons. First, it is incredibly undervalued compared to its competition. Gilead’s EV/EBITDA ratio is 8.18 currently compared to an industry average of…
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