2023
Vintage 1
Positions
Apple (NASDAQ: AAPL)
Apple Inc. is a multinational technology company headquartered in Cupertino, California, United States. Its integrated ecosystem and recent partnership with Goldman Sachs have given confidence to some GFSIF members that it will remain relevant for many years to come.
Pitched by Bing Lin and Christian Zhu
Markel Corporation (NYSE: MKL)
Markel Corporation is a multinational insurance holding company headquartered in Richmond, Virginia. Markel possesses substantial cash flow and reinvestment opportunities in its three engines: Insurance, Ventures, and Investments. Moreover, its leadership instilled confidence in some members, indicating that Markel is well-positioned for long-term growth.
Pitched by Jacob Slagle and Jonathan Rivers
RH (NYSE: RH)
RH, formerly known as Restoration Hardware, is a prominent retailer and luxury lifestyle brand primarily operating in the home furnishings market. Several members expressed confidence in CEO Gary Friedman ' s leadership and vision for expanding the company into new markets.
Pitched by Arjun Jaggannathan and Angel Lu
ASML (NASDAQ: ASML)
ASML is a Dutch semiconductor equipment manufacturing company that holds an industry-leading position in the design and production of advanced lithography machines. These machines are crucial for semiconductor manufacturers as they enable the engraving of patterns onto substrates during the production of logic and memory chips.
Pitched by Joe Beck