Meeting minutes for 10/11/17
Attendees: Grant, Nicky, Greg, Craig, Jenny, Eddie Guests: Chirag General: Pitches: LTC – Longterm care properties PEP – Pepsico IPGP – IPG Photonics (add) NFLX – Netflix (add) ANET – Arista Networks (add) THO – Thor Industries F – Ford (add) Buys: NFLX, ANET, THO, PEP, F, LTC