SumZero News Archive

  • Featured hamiltonm.23 65677413ad

    Hirtle Callaghan's CIO On OCIOs and Manager Selection

    Published: June 05, 2018

    The outsourced CIO (OCIO) model has picked up mass adoption over the last few decades. The idea is a good one.   Organizations like university endowments, foundations, and nonprofits, have the fiduciary duty to manage large pools of capital but may not have the organizational focus or desire to d...

    Read More »

  • Featured screen shot 2018 06 01 at 6.04.08 pm a1a8887f89

    Who are the Buyside's Investment Heroes?

    Published: June 01, 2018

    SumZero is the world's largest community of buyside investment professionals, with over 14,000 members. As part of their user profiles, SumZero members can optionally indicate who their investment heros are and what their favorite books are.

    Warren Buffett was unsurprisingly the overwhelmin...

    Read More »

  • Featured screen shot 2018 06 01 at 2.49.08 pm b74fd88127

    Analyzing the Returns of SumZero's 'View from the Buyside'

    Published: June 05, 2018

    A year ago, Barron's and SumZero partnered to launch a new column titled 'View from the Buyside'. Barron's has since published 35 actionable ideas sourced from SumZero's Buyside community, the majority of which have outperformed the market. SumZero continues to feature member research in Barron...

    Read More »

  • Featured a view of the server room at the national archives dba7be6254

    Why Hewlett Packard Enterprise Remains A Good Buy

    Published: June 01, 2018

    Meg Whitman controversially directed Hewlett Packard Enterprise (HPE) to spin out of Hewlett-Packard in 2015.  At the time, this was one of the largest spin outs in American corporate history.  HPE was organized into two divisions playing to HP's historic strengths, enterprise software and server...

    Read More »

  • Featured george peabody library 77ebd58e98

    The Out of Print Book Hedge Funds Pay Thousands For

    Published: May 25, 2018

    As the world's largest network of buyside investment professionals, SumZero has a breadth of data on the hedge fund industry. One of the optional pieces of information that SumZero members can include on their membership profiles is their favorite investment book. We decided to compile our data ...

    Read More »

  • Featured 130829 f aq406 020 ce72c465c7

    Why Spruce Point Is Short US Concrete

    Published: May 24, 2018

    Ben Axler founded Spruce Point Capital Management in 2009 following a decade as a banker at Credit Suisse and Barclays. Spruce Point runs a short activist strategy, and since its founding has exposed multiple frauds, forced over a dozen CEOs and CFOs to resign, and caused several companies expose...

    Read More »

  • Featured full cobia logo jpeg 0b336e9513 2221ce6a66

    Top Ranked Manager Finds Value In European Small Caps

    Published: May 23, 2018

    Jeff Meyers founded Cobia Capital, a value oriented long/short equity fund in 2008.  In the decade since, Meyers has carved out a niche and reputation for himself unmatched within the small cap technology space.  He has consistently been one of the top ranked analysts on SumZero, where he has gen...

    Read More »

  • Featured screen shot 2018 05 17 at 2.42.02 pm ee4ce2ea07

    Netflix Defanged? Why this Hedge Fund Thinks So

    Published: May 17, 2018

    Netflix has been a large part of the recent FANG bull run in the stock market.  The video streaming platform now dominates the domestic video streaming market, and is now being forced to look externally to maintain its growth rate.  This moat is far wider than a language gap.  Deeply entrenched T...

    Read More »

  • Featured screen shot 2018 05 10 at 2.07.06 pm 25ed2e75f9

    Van Biema Ex-US Contest Finalists Announced

    Published: May 10, 2018

    Van Biema Value Partners, a family office and investment adviser specializing in identifying, vetting, and investing in small, value-oriented hedge funds, and legendary value investor Chuck Royce are pleased to announce the (5) Finalists in the recently completed...

    Read More »

  • Featured tom saberhagen c579e18f43

    Middleburg over Midtown? How Akre Capital Outperforms

    Published: April 26, 2018

    Tom Saberhagen is a Partner at Akre Capital Management, a $7 billion-plus asset manager based in Middleburg, VA. Prior to joining Akre, Saberhagen  was a senior analyst for Aegis Financial Corporation and worked in management consulting.

    SumZero interviewed Saberhagen 

    Read More »

  • Featured screen shot 2018 04 20 at 10.49.41 am 821bd42e05

    Are Dropship Businesses Amazon's Achilles Heel?

    Published: April 14, 2018

    In recent months, President Donald Trump has repeatedly claimed that Amazon exhibits monopolistic tendencies.  The jury is out as to whether this is the case, but Amazon certainly monopolizes ecommerce news.

    This changed briefly last month, when a consortium of private-equity firms announced a...

    Read More »

  • Featured https   blogs kevinharris files 2018 03 screen shot 2018 03 20 at 3.21.36 pm.jpg 6b698b13b4

    Legend Chuck Royce on Small Cap Investing (and Manager Selection)

    Published: March 21, 2018

    Charles ("Chuck") Royce is currently president and co-chief investment officer of Royce & Associates LLC.  Royce is well known as one of the pioneers of small-cap investing, and his eponymous Royce Funds now manage in excess of $32 billion.  Prior to founding Royce & Associates in 1972, R...

    Read More »

  • Featured screen shot 2018 03 13 at 11.29.49 am 39bdfb7d78

    Why Taser Stock Could Have Shocking Upside

    Published: March 13, 2018

    Axon Enterprises (formerly TASER International) is best known for the electroshock weapons it near monopolistically provides to police departments internationally.   Axon has recently diversified into the growing police body camera segment with a line of body cameras that they are offering free (...

    Read More »

  • Featured screen shot 2018 03 06 at 2.18.40 pm 20ae4ca9d2

    Shorting The Oracle of (Boston) Omaha?

    Published: March 06, 2018

    Boston Omaha Corp., an investment vehicle into billboards and insurance, is up 100%+ in price from its IPO in June 2017.   Following the stock's stratospheric rise, managers Adam K Peterson, and Alex Buffett Rozek have been profiled in the

    Read More »

  • Featured 2567640 4907bceb 7a08145f2a

    Why This Danish Salmon Company's Stock Price Could Double

    Published: February 14, 2018

    The Faroe Islands are a windswept archipelago between Denmark and the United Kingdom.  Their biggest employer is Bakkafrost, a farmed salmon producer.   Bakkafrost is registered on the Oslo Stock exchange, and is one of the more prominent salmon producers in the Nordic region.  Robert Leitz of io...

    Read More »

  • Featured 4068740879 6210577e22 b 5f7309b1bc

    Mauboussin On The Future Of Active Management

    Published: February 12, 2018

    Michael Mauboussin is currently the Director of Research at BlueMountain Capital Management.  Prior to his role at BlueMountain, Michael was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management.  He has also authored three books, an...

    Read More »

  • Featured julia roberts 2639315 1280 c14d1536ae

    Why Korean Preference Shares Still Trade at a Discount

    Published: February 01, 2018

    Warren Buffett has a history of uncovering value in unexpected places. A classic example of this is his investing in Korean markets, which began in ~2004, and continues today.  He recounted his experience in a 2005 speech to Harvard students, Citicorp

    Read More »

  • Featured 2009 03 20 papa john s pizza in durham 9fbc490c82

    Why Papa John's Remains a Good Buy

    Published: January 24, 2018

    Papa John's has recently been mired in controversy.  When pressed on the firm's negative performance during a heated earnings call, founder and CEO (Papa) John Schnatter made incendiary remarks regarding recent NFL protests.

    In effect, Schnatter blamed the NFL's decline in ratings for Papa Joh...

    Read More »

  • Featured topstocks2018 social 2b953350f0

    These Are the Top Stocks for 2018

    Published: January 24, 2018

    The SumZero Top Stocks for 2018 PDF has arrived. This PDF contains 15 actionable research ideas from the SumZero community of over 15,000 buyside fund professionals. Selections were determined by a panel of over 40 senior fund professionals and asset allocators.

    The Top St...

    Read More »

  • Featured full screen shot 2017 10 05 at 12.04.27 pm 63368ef1be 3ab193633d

    New Roles in SumZero Job Vault

    Published: January 22, 2018

    SumZero’s Job Vault is now hosting over 100 investment professional roles of all seniority levels from 50+ major buyside funds.

    What is SumZero’s Job Vault?

    The Job Vault is a job listing platform that complements our research database. There are...

    Read More »

  • Featured 30770564673 22a914486d b 4c7200f623

    Advice From Crypto Fund Manager Up 25,000%

    Published: January 08, 2018

    In 2014, Michael Novogratz, then an executive at Fortress Investment Group, partnered with Ribbit Capital and Benchmark to raise a round of funding for Pantera Capital, a San Francisco based hedge fund.  Pantera was run by a former classmate of Novogratz's from Princeton, Dan Morehead.  Morehead ...

    Read More »

  • Featured ellen pao 2015 2 0a85fe087a

    How to Finally Fix the Gender Gap in VC

    Published: November 28, 2017

    In this Part II of a two-part series, we identify systemic problems with the current institutions that fund venture capital (VC) groups and propose how to change this archaic system. This builds off of Part I where we discussed the gender disparities in venture ...

    Read More »

  • Featured stock 1863880 cf494ab65a

    How to Approach Tech Investing from a Value Perspective

    Published: November 08, 2017

    Many people think value investing and technology investing are mutually exclusive. As the most visible technology stocks sport high multiples, some investors assume that is the case for the entire sector, while value investing is linked to more mundane industries like manufacturing and financials...

    Read More »

  • Featured maxresdefault  1  ca334ba68e

    SumZero Ex-US Challenge Launches November 17th

    Published: November 06, 2017

    We are pleased to announce SumZero's first dedicated Ex-US research contest. Starting November 17th, we challenge all eligible SumZero buyside members to submit their best Ex-US ideas across all major sectors, regions, and market caps.

    •Americas (Ex-US)

    Read More »

  • Featured 59ea0dd34b6009 55471742 0b56829e6a

    Can Walmart Fight off Amazon?

    Published: October 23, 2017

    Walmart's stock has risen over 25% in the last 6 months.  This has been hugely surprising to analysts, with the company surging past most sell-side estimates.  The retail giant has recently been facing several well-publicized headwinds, which seem to be having to bearing on its stock price.   The...

    Read More »

  • Featured screen shot 2017 10 03 at 2.12.14 pm 768x428 d91ebc5263

    Post-Bankruptcy School Specialty Could Double

    Published: October 06, 2017

    The finances of school districts nationwide were devastated by the financial crisis.  Local funding for schools, generally based on residential property taxes, collapsed commensurately with property values.  Hundreds of schools were shut down, and tens of thousands of teachers were laid off.   Th...

    Read More »

  • Featured ny stock exchange traders floor lc u9 10548 6 0b6f5a792f

    Top Hedge Fund Ideas That Outperform The Market

    Investor sentiment towards the hedge fund industry has been overwhelmingly negative since the financial crisis.  Chronic underperformance, the rise of passive and quant strategies, and mounting pressure on fees have dogged the the sector, leading the most optimistic analysts to claim that a...

    Read More »

  • Featured rack servers fujitsu primergy 3 a19fb435d9

    Top Analysts Clash On Palo Alto Networks Inc.

    Published: September 09, 2017

    Palo Alto Networks Inc. (PANW:US) has had an exciting week, leaping over 10% due to an positive earnings call.  This jump would be significant for any stock, but is particularly noteworthy in the notoriously cutthroat sector of enterprise and network security.  Given this, we decided to take a de...

    Read More »

  • Featured screen shot 2017 10 05 at 12.04.27 pm 63368ef1be

    New Roles in SumZero Job Vault

    Published: August 21, 2017

    SumZero’s Job Vault is now hosting over 100 investment professional roles of all seniority levels from 50+ major buyside funds.

    What is SumZero’s Job Vault?

    The Job Vault is a job listing platform that complements our research database. There are...

    Read More »

  • Featured 36209605941 63cc132ec8 o cb8257bb71

    SumZero Launches Challenge for Unemployed Investors

    Published: August 09, 2017


    SumZero announces the second running of the Gardening Leave Challenge, a large, multi-firm research initiative to get members on the sidelines directly in front of funds looking for new talent.

    In partnership with FactSet and over 35 respected global funds, this research chal...

    Read More »

  • Featured 800px roy harter aka roy shaffer in the opie and anthony studio d09743c881

    Own Sirius At A 16% Discount

    Published: July 31, 2017

    SiriusXM is crushing it. After last week's earnings report, the stock shot up over 8% to an all time high. While many analysts and stock pickers love SIRI for its strong management, wide moats, and continuing growth, Drew Estes, a portfolio manager at Banyan Capital Management, says investors oft...

    Read More »

  • Featured grilling steaks  with border  f67db1c373

    The Business (And Stock) Behind Where Food Comes From

    Published: August 07, 2017

    China began importing US beef for the first time in almost 14 years on July 16. The catch? The beef has to be source verified i.e. traceable to the farm where it was raised. Enter Where Food Comes From (OTCMKTS: WFCF) which specializes in auditing and verifying beef, poultry and other meats for s...

    Read More »

  • Featured netflix 64dbb85739

    Netflix Is Hot, But Has Further To Go

    Published: July 21, 2017

    Netflix is hot, though admittedly the stock has been one of the most discussed names on the market for almost a decade now. This Monday's earnings report proved hot even for Netflix, as the stock jumped over 10% in after hours trading after the company announced it had beaten user growth by wide ...

    Read More »

  • Featured justrader salle de trading 8113845ffb

    100+ Buyside Roles in SumZero Job Vault

    Published: July 14, 2017

    SumZero’s Job Vault is now hosting over 100 investment professional roles of all seniority levels from 50+ major buyside funds.

    What is SumZero’s Job Vault?

    The Job Vault is a job listing platform that complements our research database. There are...

    Read More »

  • Featured bahamas zz 88e54af740

    This Billionaire Just Bought $16M Of His Own Business

    Published: July 11, 2017

    It’s been an interesting week for Liberty Global Latin America (LILAK) with the stock up almost 15% after billionaire CEO John Malone bought $16.3M of the stock in the open market, his first open market purchase in any of his businesses since 2013. LILAK has been a top holding for

    Read More »