The Ax Man Cometh (Again!)
We’ve been vocal in our opinions recently that 2022 will be the “Year ...
Ben Axler Returns to Short Stryker Corp, Banks Bet on Zelle, and More
Published: April 06, 2022
Published: April 06, 2022
The Ax Man Cometh (Again!)
We’ve been vocal in our opinions recently that 2022 will be the “Year ...
Published: April 05, 2022
Published: April 04, 2022
Elon Musk: Passive Activist?
SumZero Headlines: Social media naturally exploded this morning when it wa...
When we last spoke to Mohnish Pabrai in April 2020, his confidence was as unwavering as ever. While gloom seemed to grip the market, Mohnish and other value investors were hunting down deeply discounted stocks in t...
Published: May 18, 2021
In the first quarter of 2021, renewable energy infrastructure has been at the forefront of US policy and capital expenditures for major US manufacturers like Intel and General Motors.
Biden's infrastructure proposal includes substantial project finance for clean energy developments, wi...
Published: April 12, 2021
On March 31, President Biden outlined the key details of a $2 trillion infrastructure package, which he called a “once-in-a-generation” investment in the country. The American Jobs Plan is designed to roll out in two parts. This first bill earmarks a sizable construction and development budget to...
Published: March 04, 2021
After an indiscriminately volatile year in the markets, SumZero’s Cap Intro team conducted our annual poll of the allocator community. Similar to previous surveys, we asked a handful of questions ranging from asset class & geographic appetite to qualitative GP selection criteria to book recommend...
Published: February 25, 2021
When we reported on the SumZero community’s best performing stocks of 1H2020 last October, we observed that the “top 10 performing ideas published in 2020 are all for nano, micro, or small cap companies, with low opening prices but an average of 274.7% returns,” further noting th...
Published: November 05, 2020
5G has been widely discussed and widely misunderstood for years now. With the unveiling of Apple's 5G-enabled iPhone 12 models last month and mounting trade tensions between the US and China, we are taking a deep dive into the 5G landscape coalescing across the globe and the national security imp...
Published: October 29, 2020
At an investors event last November, Morgan Stanley made a bold prediction, telling participants that sports betting will become a nearly $7 billion industry in the United States by 2025, a sentiment echoed by casino executives from Hard Rock, MGM, and Mohegan Sun in attendance. While that number...
Published: August 18, 2020
The news that Disney (DIS: US) plans to release the live-action version of Mulan with an additional $29.99 on-demand price tag to Disney+ subscribers shone a spotlight on one of the biggest questions impacting the film ...
Published: July 09, 2020
The increasing prevalence of cloud-based work solutions for file storage, web meetings, organization, email marketing, web design and more predates COVID-19. However, the global shift to remote work necessitated by the pandemic has introduced new questions around the physical vs. digital workplac...
Published: May 28, 2020
The SumZero Cap Intro team is excited to share a deep dive into the uranium industry with Will Thomson, Founder/PM of Massif Capital.
The spot price of uranium has surged over 32% YTD
Published: May 21, 2020
My name is Alexander Plum and I lead business development efforts for SumZero’s allocator cohort. It’s my pleasure to be joined by Chris Tessin CFA, Managing Partner and CIO, Dennis Jensen CFA, Founding Partner and the Director of Research, as well as Doug Porter CFA and Matt Ni...
Published: April 13, 2020
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...
Published: April 06, 2020
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-le...
Over the last few months, we’ve witnessed the novel SARS-CoV-2 coronavirus (henceforth referred to as COVID-19, the respiratory disease that it causes) pandemic wreak havoc across global infrastructures, overwhelming hospitals, sickening thousands, and staggering economies. In America, two key co...
Published: March 20, 2020
As the COVID19 virus continues to disrupt the market, contributing to the historical plunge that briefly halted trading on Monday, March 9th and again on Thursday, March 12th, some portfolio and fund managers are looking to the skies for deep value investments. No, they’re not experiencing religi...
Published: March 03, 2020
With the COVID-19 coronavirus dominating the headlines and sparking a downturn across broad swaths of the market, many investors are looking to those who are leading the way in the search for either a vaccine, a cure, or both. While many in pharma and biotech are contributing research to this glo...
Published: March 02, 2020
While SumZero has served the professional BuySide community since 2008, we would be remiss if we did not comment on trends that affect the financial ecosystem. As many have noted in recent weeks, there is an undeniable impact being made by retail investors that affect the market as a whole. Among...
Published: February 25, 2020
Published: February 20, 2020
The biggest change in exercise machines is the adoption of endogenous technology intended to quantify performance or physiological metrics. Speedometers, pedometers, heart rate monitors, and calorie calculators – once separate tools – can now be found on the least advanced stationary bicycles or ...
Published: February 18, 2020
Virgin Galactic: Ready For Launch or Lost in Space?
Here’s what one SumZero researcher has to say.
Although SumZero is known as a value-driven investment community, we often see ideas that offer a more VC-like return profile, with hockey stick growth potential. This is the type of val...
Published: January 13, 2020
We are honored to name the 5 Winners and 10 Finalists of the SumZero Top Stocks for 2020 Challenge, a research competition designed to showcase the best, forward-looking research and people for the year ahead.
Our Winners/Finalists hail from France, Germany, London, Canada, an...
Published: November 25, 2019
With Disney and Apple entering the arena, we reviewed some of the ideas posited by SumZero contributors to examine how these two giants are shaping the competition for subscription-based video and how companies like Apple and Netflix – the 6th and 7th most-searched for companies on SumZero – are ...
KBK Capital Management a SumZero Cap Intro member weighs in on the investment environment in India, touching on how recently elected Prime Minister Narendra Modi's policies will impact the Indian marke...
We are pleased to announce the final research initiative of the year: Top Stocks 2020 Challenge
For the fourth year, prime real estate in the Top Stocks PDF report, SumZero's most widely distributed research publication, is opened up to the most deserving ide...
Published: November 12, 2019
Sea Ltd, Singapore-based digital conglomerate has gone from strength to strength in 2019, making waves across the professional investor community and triggering a spate of research on SumZero in recent months.
With expanding po...
Today, Artem Fokin of Caro-Kann Capital issued a forceful rebuttal against Muddy Waters' much-publicized attack on Burford Capital (BUR:LN), the UK corporate litigation funder.
The stock dove almost 20% when ru...
In SumZero's inaugural podcast episode, our CEO Divya Narendra is joined by Albert Meyer of Bastiat Capital to parse Harry Markopolos' GE report and make sense of the fraud accusations levere...
China's control over the rare earth metals supply chain is near total. With over 80% of US imports coming from China alone, this market represents a distinct vulnerability for the US amidst ongoing trade tensions with China.
Historically, China has been one of the only countries willing t...
This is the sixth installment of the SumZero Allocator interviews, a series of discussions focused on emerging manager selection and allocation.
My name is Nicholas Kapur, and this will be my final Allocator Q&A. At the time of this interview, I was SumZero’s COO and head of the firm’s int...
In an area historically dominated by behemoths such as Blackstone, KKR, and Oaktree Capital Management, the Alternative Asset Management industry is in the midst of a diametric shift. Major institutional investors like sovereign wealth funds and pensions are steadily pouring seed capital into...
Josh Young joined SumZero in 2015 with less than $10M under management and a focused approach to public energy investing. Since then, Bison Interests LLC has attracted not one ...
SumZero's CEO Divya Narendra was recently featured on The Meb Faber Show, an investing podcast with over 3.5M downloads, to discuss SumZero's evolution from...
Published: April 03, 2019
This is the fifth installment of the SumZero Allocator interviews, a series of discussions focused on emerging manager selection and allocation. My name is Nicholas Kapur, and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro.
I am honored to be joined to...
After a steep slide in the back half of 2018, crude oil is experiencing a measured rebound in the early weeks of 2019. New U.S. sanctions on Venezuela and recent supply cuts pledged by Saudi Arabia are placing upward pressure on prices, but the picture is far from clear. Trump’s tenuous footing w...
Published: January 29, 2018
This is the fourth installment of the SumZero Allocator interviews, a series of discussions with respected leaders in the institutional investment space. My name is Nicholas Kapur and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro.
I am please...
Published: January 24, 2019
We are honored to name the 5 Winners and 10 Finalists of the SumZero Top Stocks for 2019 Challenge, a research competition designed to showcase the best, forward-looking research and people for the year ahead.
Our Winners/Finalists hail from Australia, Germany, Mexico, Switzer...
Published: January 17, 2019
Today we are pleased to be joined by Mr. Sean Stannard-Stockton, CFA, President and CIO, and Senior Analyst Todd Wenning, CFA of the California-based investment manager Ensemble Capital. The two help oversee more than $800M in firm assets leveraging a long only, concentrated strategy under the fo...
Published: January 10, 2019
This is the third installment of the SumZero Allocator interviews, a series of discussions with respected leaders in the institutional investment space. My name is Nicholas Kapur and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro.
Today I am honored to...
Published: December 17, 2018
This is the second leg of the SumZero Allocator interviews, a series of discussions with respected leaders in the institutional investment space. My name is Nicholas Kapur, and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro.
Today I am honored...
Published: December 07, 2018
My name is Nicholas Kapur, and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro. I am honored to be joined by Mr. Anders Hall, the Chief Investment Officer of Vanderbilt University’s Office of Investments and the associated $5.6B Long-Term Investment
Published: November 29, 2018
We are pleased to announce that van Biema Value Partners and Chuck Royce have selected Caravan Capital, a $10-$50M Emerging Markets Hedge Fund, as the final winner of the van Biema Value Partn...
Published: November 27, 2018
We are pleased to announce the final research initiative of the year: the Top Stocks for 2019 Challenge.
For the third year, prime real estate in the Top Stocks PDF report, SumZero's most widely distributed research publication, is opened up to the most dese...
Published: November 02, 2018
We are pleased to announce the Winners in the recently completed Great, Undiscovered CEOs Challenge. The initiative was designed to identify actionable investments led by unsung, but nevertheless outstanding management teams.
Winners from the list below will have in-person meetings ar...
Published: October 16, 2018
Jeremy Kahan and his brother Michael co-founded North Peak Capital following careers in finance. They both attended Harvard Business S...
Published: September 20, 2018
Christopher Devlin founded Selective Wealth Management in 2009, after a brief stint as a nuclear engineer. The firm's investment methodology focuses on investing in companies with six common characteristics: 1. Lasting Products of Services, 2. Durable Competitive Advantage, 3. Highly Profitable, ...
Published: September 18, 2018
Bastiat Capital has recently published several pieces of research on Goldman Sachs share-based compensation culture on SumZero and elsewhere.
We compiled this research and forwarded it to the board of Goldman Sachs, to which we received a comprehensive response from R. Martin Chavez, Goldman ...
