You can view previous pitches given at club meetings here. At the top are our "featured" or recent pitches; below is a search bar you can use to search the entire library. Clicking on a pitch will take you to a PDF of the presentation.
February 11, 2023
Thesis: We recommend selling EVBN due to their stagnant market share caused by fierce competition, escalating loan delinquencies, compressed net interest margins, decelerated mortgage growth, and substantial headwinds from the U.S. recession.
November 2, 2022
Chesapeake Utilities is a diversified energy company, with average return on equity in excess of 11%.
November 2, 2022
KOSMOS Energy is an independent oil and gas exploration and production company with exposure to the Natural Gas market.
October 26, 2022
A pitch by new club analysts Olivia, Jake, Bevins and Brian for COKE - the largest distributor of Coca-Cola products in the US.
September 28, 2022
Sell META amid a plateau in users, privacy issues, and stagnation in their metaverse unit.
September 8, 2022
We are up 145.52% on TransMedics and given current market conditions, it makes sense to take profits while we can.
February 23, 2022
Invest in an ETF to provide exposure to spending related to Biden's infrastructure bill; increase and consolidate train exposure.
February 1, 2022
Sell PLTR at a 50% loss due to further downside and poor Q3 results
August 1, 2020
Sell 75% of IAU for $7300 and 60% of GLD for $3900 to take profits
May 22, 2020
BUY 10 Shares of SDS for a 2x projected profit based on several catalysts, notably a second COVID-19 wave.
January 22, 2020
Buy pitch to purchase 150 shares of WidomTree 90/60 US Balanced Fund (NYSE:NTSX) for ~$4,600
October 2, 2019
Sell pitch to offload 20 shares of Altria (NYSE:MO) for ~$800
Buy pitch to purchase 56 to 85 shares of Chegg (NYSE: CHGG) for $2000-$3000
Buy pitch to purchase 230 shares of the Ark Genomics Revolution ETF (NSDQ: ARKG) for $25,500
Buy pitch to purchase 200 shares of the Carnival Cruise Lines (NYSE: CCL) for $4048
Sell pitch to sell 56 shares of the Paycom Software (NSDQ: PAYC) for a 432% profit
Buy pitch to purchase 106 shares of Digital Turbine (NYSE:APPS) for ~$7,000
Sell pitch to sell 556 shares of Infracap Active MLP ETF (NYSE:AMZA) for ~$4,400
Buy pitch to purchase 13 shares of Domino's Pizza (NYSE:DPZ) for ~$3,500
Pitch to sell Netflix and remove it from the FMA portfolio.
Pitch to sell and remove Charles Schwab from the portfolio.
Pitch to purchase ~$5,000 of Walmart for the portfolio, presented by former club member Bandar Alhaqbani
Pitch to purchase ~$3,500 of Atlassian for the FMA portfolio.
Buy pitch to purchase ~$1,000 of Plexus for the FMA portfolio.
Pitch to purchase ~$4,000 of Hill-Rom for the FMA portfolio.
Pitch to purchase ~$800 of JP Morgan Municipal ETF presented by former FMA President Nick Renzoni.
Pitch to sell ~$800 of Fiat Chrysler in order to protect the 35% profit made on the position.
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