Saturday, February 2, 2019

On Friday, February 1, 2019, the Marquette AIM Class of 2020 delivered their first equity recommendations – both in-class and at Timpani Capital Management

First ‘Road Show’ of the Winter/Spring 2019 Semester was held this past Friday at Timpani Capital Management

Brandon Nelson, Ryan Isherwood and Mike Kleen of Timpani Captial Management again played host to Marquette’s AIM students on Friday, February 1. Dr. David Krause (AIM Program Director) and Bill Walker (AIM Co-Teacher) lead three students to Timpani’s offices.

Krause said, “Brandon, Ryan and Mike are always welcoming to our students where we have been visiting the past decade. They ask excellent questions and offer valuable insight into the nuances of equity research. Timpani has posted outstanding investment performance over the years and it is clear why this is the case – they do their homework and understand how to evaluate small cap stocks.”

Four students pitched in the AIM Room on Friday morning (with one of them – Daniel Ptacek pitching via Skype and YouTube from Madrid, Spain).  Daniel presented Ormat Technologies    (ticker: ORA) a domestic utilities company.

Erik Olson pitched Teladoc, Inc. (ticker: TDOC) a domestic healthcare technology stock.

Edward Eisenhauer presented BlackBerry (ticker: BB) a Canadian technology company located in the Toronto area.

Nicholas Goehring pitched Wheaton Precious Metals (ticker: WPM) a Canadian basic materials firm that streams precious metal.

The write-ups (in pdf format) can be found here: February 1, 2019 AIM Write-ups

The remote video presentation by Daniel Ptacek of Ormat Technologies can be found on YouTube here: Ptacek ORA pitch