Buy Spotify

Spotify is a music streaming platform developed by Swedish company Spotify AB, headquartered in Stockholm, Sweden and listed on the NYSE as of April 2018. Spotify is an attractive investment for a multitude of reasons. For the first time in 15 years, Apple cut its revenue guidance by $5 billion due to a downturn of…

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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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