Manager Q&A: Building a New Energy Paradigm

Published: May 18, 2021

The SumZero team interviews the co-PMs of New American Energy on the renewables landscape and what comes next for wind, solar, hydrogen, and electric vehicles. Walter Nasdeo and Nicholaus Rohleder share their view on Biden's policies, the semicond...

Results & Key Findings from the 2021 Allocator Survey

Published: March 04, 2021


The SumZero Cap Intro team is pleased to share results and key findings from our 2021 Allocator Survey. In this report, we touch on the measured rise of ESG and single-asset deals as well as the market exuberance and high valuations which make inv...

Digging for Value in Nano-Caps: Boomer Holdings

Published: February 25, 2021

Boomer Naturals/Facebook

SumZero offers the research insights of Scott Preston, Albert Lee, and Arham Khan on nano-cap wellness brand, Boomer Holdings. Ten of the top-performing ideas on SumZero last year fell under the small, micro, or nano-cap categories. We explore the...

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

Published: November 05, 2020

Getty Images

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...