Sell Facebook Thesis

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 Pitch

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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