The 5G Landscape Takes Shape: Rakuten, T-Mobile, Micron

Published: November 05, 2020

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As 5G-enabled devices come on line, we take a look at the emerging field of 5G players with SumZero members Stewart Gronek and Billy Duberstein. Gronek shares his thesis on Rakuten as they build out a virtualized network and Duberstein sheds light...

Investors Place Their Bets on Gambling Stocks: DraftKings

Published: October 29, 2020

The sports betting industry, bolstered by a 2018 Supreme Court ruling, stands to become a $8B+ industry in the next five years. Not only are companies like DraftKings integrating new risk management and digital wallet technologies to make the user...

Mohnish Pabrai: A Bull's View in a Virus Shop

Published: April 13, 2020

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To understand Mohnish Pabrai’s investing style, you need look no further than the source of much of his inspiration: Warren Buffett, who Pabrai and fellow investor Guy Spier famously bid $650,100 at a charity auction to have lunch with at New York...

China-Focused Manager Seeks to Debunk the JD.Com Myth

Published: April 06, 2020

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Wong Kok Hoi, founder and CIO of Singapore-based APS Asset Management has been bearish on JD.com for years. Last week, SumZero published his full-length short report on the e-commerce giant, whose $60B valuation he deems "unjustified". We sat down...