SumZero News Archive

  • Featured sabrina i cropped a9375626a7

    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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  • Featured vb 001 fee46a8f27

    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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  • Featured braves 9b959c1366

    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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  • Featured kay 1143edb1df

    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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  • Featured uhal ef7a2e81d0

    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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  • Featured cinemark artegon marketplace 03 4b54d33846

    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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  • Featured money 74f27674da

    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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  • Featured sztopstocksblog 2d4f597878

    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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  • Featured aerial view of dalian  china 41c4bec53e

    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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  • Featured aerojet 1301b02a51

    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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  • Featured whole foods markham canada 5e9f9ec661

    The Whole Story on Whole Foods

    Published: November 10, 2016

    WFM

    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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  • Featured puerto rico 6fd9bea2f1

    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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  • Featured visacard a6385d4091

    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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  • Featured appl 8808921f60

    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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  • Featured nintendo wii u premium pack 3c8d9b70a7

    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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  • Featured brexit 63e18f715e

    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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  • Featured b2 7cda35fdf2

    Small Cap Opportunities in Norway

    Published: May 26, 2016

    After years of dizzying growth, US-based companies have stagnated at what many consider full to rich valuations. Meanwhile Henrik Heffermehl, PM at Park Lane in Oslo, has found rich opportunity for value investing in his home country of Norway. B2 Holding (BTOH:NO) is a debt collection company wi...

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  • Featured midle east 324724cf8b

    Buffettesque Trades in the Middle East

    Published: April 25, 2016

    Israeli fund manager Ori Eyal has been a SumZero member since the Financial Crisis when he was just starting his Emerging Value Management fund. Since joining, he’s posted 28 ideas with an average return of 87% and is currently ranked #10 in our all-time member rankings. SumZero sat down with M...

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  • Featured fitbitstand 2bd902667d

    Market Moving Shorts

    Published: April 15, 2016

    Great investors not only have to be right, they also have to be right at the right time. This is especially true in short selling where borrow costs eat away at returns the longer a position is held.

    The world's top investors gather on SumZero to share research, and we've gathered a few of th...

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  • Featured 057 ii sumzero investpitch 110314 img 6963 8df652b1ad

    SumZero Hosts Special Situations Event

    ASH

    Last Tuesday SumZero gathered highly ranked members at Bloomberg Headquarters in Midtown, NYC for liquid refreshment and pitches from three top fund managers on liquid special situation opportunities.

    Peter Lupoff of Tiburon Holdings, Daniel Lawrence of Elmrox Investment Group, and David T...

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  • Featured plnt 4046f99613

    Planet Fitness is a Weak Gym and a Weak Business

    Published: April 01, 2016

    While many who frequent gyms scoff at Planet Fitness as "the gym that serves pizza", according to Ben Axler of Spruce Point Capital in New York, there is also reason to scoff at PLNT:US as an investment. Planet Fitness was able to IPO under the relaxed conditions provided under the Federal JOBS...

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  • Featured rankings a4ad392a05

    SumZero Releases Member Rankings

    Published: March 15, 2016

    SPY

    Today SumZero released its new Analyst Rankings feature, which ranks analysts on SumZero according to their past performance. Rankings will be updated monthly for a variety of categories, including Best Short Analyst, Best Analyst of the Last Twelve Months, and of course,

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  • Featured valeant.svg 68269386ec

    Funds Face Off on Valeant

    Two of SumZero’s most successful and outspoken members, Navi Hehar of Mile 26 Capital in New York and David Trainer of Novo Capital in Nashville, came down on opposite sides of one of the most talked about stocks of the year, Valeant Pharmaceuticals. With highly publicized investigations by the S...

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  • Featured chinaroundtable 3e1f121d54

    Macro Roundtable on China

    Published: February 26, 2016

    Hong Kong based hedge fund analysts Winston Chu, Pep So, and Perry Tan sat down with SumZero for a roundtable on the macroeconomics of China. This is part two of the SumZero China Macro series which began with Vladimir Yuzhakov’s exclusive SumZero memo

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  • Featured gmoil 3b3326d3ea

    Hedge Fund Polls: Best Automaker, Best Sector

    Published: February 18, 2016

    SPY

    After a rocky start to 2016, some members of the finance industry claim now is the time to put your buying goggles on. In that spirit, SumZero polled its 12,000 buyside members on which sectors and automakers are most undervalued at the moment.

    Thus far, the hard-hit energy sector appeals t...

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  • Featured lng b61cbe2137

    Macro Forces Collide to Destroy LNG

    As both energy and equity prices tumbled this year, Tatiana Vasilyev, portfolio manager at Clio Capital in New York, was already uniquely positioned to take advantage of the situation via liquefied natural gas (LNG).

    After noticing the hype surrounding fracking and gas liquefaction technology,...

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  • Featured 3598488389 64a17a8e11 b 9f26fcd94c

    The 5 Biggest Misconceptions About China's Economy

    Published: February 12, 2016

    The Chinese New Year continues and with it a sense that the nation stands at a crossroads. The Shanghai Stock Exchange Index is down nearly 25% in the past three months, hitting investors with the sobering reality of a heavy correction, but also the distinct possibility that significant buying op...

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  • Featured mattel headquarters el segundo may 2012 310c587961

    Barbies and Hot Wheels Aren't Going Anywhere

    Published: February 11, 2016

    MAT

    Mattel Inc. (MAT) is one of the leading toy manufactures in the world. The company has fallen on hard times as sales of flagship brands such as Barbie and Fisher-Price have been declining. This is in addition to losing the rights next year to produce movie-themed toys for Disney films Princess an...

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  • Featured nintendo wii u premium pack 5b20130bc3

    “Wii Would Like to Invest in Nintendo”

    Published: February 11, 2016

    Joshua Kennedy of Sonian Capital Management has earned an impressive 25% avg. total return across 14 ideas on SumZero. His latest thesis, a long on struggling game giant Nintendo (7974:JP), quickly captured a 98% peer-rating, and focuses on a market where Kennedy has demonstrated consistent analy...

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  • Featured 400px mayor michael bloomberg 50ba841cd5

    Will the Fund Industry Support Bloomberg?

    Published: January 29, 2016

    SumZero polled its membership on the prospects of Bloomberg as president. The results suggest that fund professionals are enthusiastic about more than just their terminals; almost 70% of respondents indicated they would support Bloomberg for president.

    Last week Mr. Bloomberg, former mayor of ...

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  • Featured money 6a5f2a70ea

    The SumZero Fund Compensation Report

    Published: January 29, 2016

    SPY

    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 3,500 unique compensation entries. The feature was designed t...

    Read More »

  • Featured chipotle brandon.jpeg 762b4266c1

    Meet the New Lower Margin, Lower Quality Chipotle

    Published: January 29, 2016

    Chipotle Mexican Grill was hit hard in late 2015 by an outbreak of foodborne illness cases traced back to its burrito eateries. Chipotle stock (CMG:US) saw a sudden end to its near decade long upward march since the company was spun off from McDonald's.

    SumZero member Nick Mazing, portfolio m...

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  • Featured oil well cd99e1d6d3

    Where Will Oil Prices Stop?

    Published: January 22, 2016

    OVX

    The only thing more uncertain than the stock market these days is the crude market. We asked our buyside members where they think prices will bottom out in the near term.

    Oil has been on a volatility streak due to demand concerns from China and supply surpluses from North American shale fracki...

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  • Featured wall street  3968137250  a00c76177d

    Do Funds Expect a Market Downturn?

    Published: January 15, 2016

    SPY

    Amid a downwardly volatile market, everyone in finance has an opinion on what the future may hold. Is this another short term hiccup or the beginning of a much more serious correction?

    SumZero recently asked the 12,000 members of its professional investing community for their sentiments on the...

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  • Featured boston college e2899ab5df

    SumZero Top 25 US Colleges by Alumni Investment Performance

    Published: January 14, 2016

    SPY

    At SumZero, we recently updated our analysis of over 8,500 individual stock recommendations that were posted on our research platform starting in 2009. These recommendations were initiated by members of our Buyside community, an authenticated group of roughly 12,000 analysts/PMs working at over 4...

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