Healthcare Analyst Grace Boghosian ’25 and PR Analyst Paraskevi Briegel ’26 kicked off the meeting on Friday, April 5th with the market update. All three major indexes fell this week. News headlines overviewed Tesla, Apple, and Disney’s proxy battle against Nelson. Market headlines included the recent Q1 earnings report, inflation news, and the rise in oil prices.
Jack Nogales ’25 and Simon Smith ’25 focused on Boeing, discussing the recent crashes from 2018-2024 and their aftermath. An analysis of the financial impact and timeline of 2024 incidents was presented in depth. The presentation overviewed other issues, such as the Whistle Blower suicide, and ended by reviewing Boeing’s revenues and competition.
To conclude the meeting, TMT Analyst Hank Skatoff ’25 and Industrials Analyst John Blazakis ’25 presented a Sunoco LP buy pitch, the largest independent fuel distributor in the US. The Investment Thesis revolved around Sunoco’s independent arrangement to shield geopolitical risks, multiple strategic acquisitions, growing financials, and supply chain optimization. The club elected to buy $30,000 shares at $58.78.