SumZero News Archive

  • 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 ...

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  • 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 ...

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  • 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...

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  • 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)

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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 ...

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  • 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...

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  • 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

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  • Ex-SEAL Turned Fund Manager Recommends This Shipping Company

    Published: April 25, 2016

    Michael Zapata is no stranger to managing risk. Through his time in the Navy, Michael served as a Navy SEAL officer and deployed multiple times during the Global War on Terrorism. Following his last command at the Naval Special Warfare Development Group, Michael transitioned out of the mili...

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  • Announcing Finalists in the van Biema Small Cap Challenge

    Published: April 20, 2017

    van Biema Value Partners, an investment adviser specializing in identifying, vetting, and investing in small, value-oriented hedge funds, and legend Chuck Royce are pleased to announce the Finalists in the recently completed van Biema Value Partners Small-Cap...

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  • How (And Why) To Buy A Piece Of The Atlanta Braves

    Published: April 11, 2017

    Unlike the vast majority of professional sports teams, the Atlanta Braves are not owned by a wealthy investor. The MLB team is owned by the Liberty Braves Group (NASDAQ:BATRK), a subsidiary of Liberty Media Corporation. As BATRK is a tracker stock, meaning the secur...

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  • Why Signet Jewelers Has All The Elements Of A Perfect Short

    Published: March 14, 2017

    Signet Jewelers (NYSE: SIG) is the world’s largest retailer of diamond jewelry, currently operating Jared, Zales, and Kay Jewelers. While many of these stores have seen double digit profit growth in the past few years, they are increasingly promoting in-house financing to drive sales. Currently 7...

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  • U-Haul: In it for the Long Haul

    Published: February 13, 2017

    It is pretty rare to drive somewhere and not spot at least one of Amerco’s (NASDAQ:UHAL) U-Haul trucks on the road. Stephen Saroki, an experienced analyst who is launching a long/short equity fund Anaxi Capital, believes the company’s competitive advantage coupled with its lack of coverage on the...

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  • Cinemark Holdings Is Undervalued And Ready For Investors

    Published: February 27, 2017

    The theater industry has been threatened by at-home streaming services like Netflix and Amazon. Because of this competition, the market has moved its interest away from the industry’s biggest players. However, Donald Marchiony believes the time is now to invest in ...

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  • The SumZero 2017 Fund Compensation Report

    Published: January 24, 2017

    Bonus season is here, and SumZero has produced a comprehensive analysis of salary trends in the fund industry.

    SumZero maintains an internal, user ­driven compensation database. This database, which launched in 2012, now hosts over 4,500 unique compensation entries. The feature was designed t...

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  • The 15 Top Stocks for 2017

    Published: January 18, 2017

    The SumZero Top Stocks for 2017 report is here. This research document contains 15 highly-rated ideas from SumZero individually selected to appear in this report through a meritocratic process, as well as a timely introduction courtesy of award-winning journalist and inv...

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  • Wall Street is Missing a Chinese Consumer Boom

    Published: January 12, 2016

    Vladimir Yuzhakov established Shanghai-based Long Jing Capital in 2012, after graduating from Columbia Business School. Although a Forbes Russia columnist himself, he follows a “no mass-media, no sell-side” investment policy. Instead, Long Jing Capital sources data by directly and independently v...

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  • This Stock is Skyrocketing After the Election

    Published: December 06, 2016

    Aerojet Rocketdyne Holdings (AJRD:US) is a little-known company heavily involved in the rocket industry. Eric DeLamarter, portfolio manager at Half Moon Capital, believes AJRD is a hidden gem offering large upside with relatively little risk. Poor investor relations have scared the public away, b...

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  • The Whole Story on Whole Foods

    Published: November 10, 2016


    Whole Foods Market (WFM:US) has generated a loyal group of health-conscious customers over the years who are willing to spend a little or a lot extra for their groceries. According to Ed Devitt, the shareholders of WFM have been loyal as well, a little or a lot too much. The stock trades at a ...

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  • Hidden Gems in Puerto Rican Debt

    Published: September 20, 2016

    We are excited to announce a new research contest focused on the fixed income space. In partnership with the Sohn Foundation, SumZero will be launching a dedicated research challenge just for those with actionable ideas in credit. Prizes include tickets to the Sohn Investment Conferences in Londo...

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  • Visa is Everything You Want a Stock To Be

    Published: September 06, 2016

    Dan Chen has been a professional investor for almost 20 years, and a disciple of Warren Buffett even longer. In his search for permanent value in great companies, nothing catches Chen's eye like Visa (V:US), the world's largest electronic funds transfer company. Though Visa is massive (nearly 200...

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  • Apple: The Next Trillion Dollar Company?

    Published: July 22, 2016

    Ever since legendary business magnate Carl Icahn sold his Apple shares earlier this year, many investors lost faith in the company’s future and withheld from taking a position in the tech giant. But history shows that following the herd mentality, even if propagated by someone as prophetic as Ica...

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  • Catching all of Nintendo’s Value with Pokémon Go

    Published: July 13, 2016

    Which newly released app already boasts more users than Tinder, has seen its theme song’s streaming jump 362% on Spotify, and is featured on 7 of Snapchat’s 25 “Discover” stories? Unless you’ve been living under a rock these last few days, you already know the answer: Pokémon Go.

    Since its li...

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  • Trading on Brexit and Beyond

    Published: June 24, 2016

    Taylor Mann is not your typical fund manager. The twenty-six year old Texas A&M graduate manages Pine Capital in Larue, Texas (population 160), where he resides with his three-year old daughter. Also atypical compared with many of the largest funds out there, Mr. Mann makes good trades, previousl...

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