SumZero News Archive

  • Featured macao casino lisboa at night small 59469652b8

    The New "Big Short" on China Is On

    Published: December 17, 2015

    After years of government stimulus, China has finally begun to experience economic slowdown. While this is no secret to investors, Stanley Wang of Pareto Capital Management in Atlanta has identified “the Big Short” on the Chinese economy: Macau.

    Government stimulus yuan are flowing to wealthy...

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    70% of the Fund Industry Expects Near-Term Rate Hike

    Published: November 06, 2015

    SPY

    SumZero recently asked members of its buyside community when the Federal Reserve will raise interest rates.

    According to our buyside community, the answer is "soon". 38% said a rate hike will occur this quarter (Q4 2015), 31% said the hike will come the quarter after that, while a 7% and 15% o...

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    Dow Chemical is the Fastest Appreciating Blue Chip Around

    Published: November 05, 2015

    While the world has balked at volatility in equity markets and oil, value investors have been reaping incredible dividends from even the largest and most liquid stocks. A.J. Noronha of Atlanta’s Desai Capital Management found such opportunity in Dow Chemical, the second largest chemical company i...

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    How Hertz Became the Perfect Contrarian Short in 2014

    Published: June 18, 2015

    “Buy low, sell high” is the jokingly obvious motto of investors, but for Tom Fogarty, CFA (formerly at Dreman Value Management) it was “sell high, buy low” with his 2014 short position on Hertz (NYSE: HTZ). Fogarty noticed a variety of company events going on with Hertz, including a CEO with sket...

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    SumZero Launches "China TMT & eCommerce" Research Challenge

    Published: May 29, 2015

    FXI

    The SumZero team is traveling to Hong Kong, Seoul, Sydney, and Singapore during the month of June to introduce the research platform to top, Asia-focused funds and to expand the community's membership base in the region. We are pleased to kick off a broader series of sector/region-specific resear...

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    T Mobile's Hidden Inflection Point Is Ignored by the Street

    Published: March 13, 2015

    The wireless space, in short, is very competitive, with low overall growth rates, and significant CapEx needs – upgrades to the system / spectrum purchases. Furthermore, over the past couple of years the industry has gone from effectively a dominant two player (T & VZ) market to a viable four pla...

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    SumZero's Best of 2014 Research Report

    Published: January 06, 2015

    SumZero's Best of 2014, an annual report highlighting selected ideas submitted to the SumZero platform over the 2014 calendar year, is now available via the link below. This report features 17 exceptional pieces of research chosen from a pool of nearly 1,500 reports uploaded to the SumZe...

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    SumZero 2015 Analyst Compensation Report Now Available

    Published: January 22, 2015

    SPY

    As part of a broader mission to empower the fund professional, SumZero maintains an internal, user-driven compensation database. This database, which launched in 2012, now hosts over 2,600 unique compensation entries. The feature was designed to help verified buyside professionals understand more...

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    Major Updates to "Tesla of China" Short Recommendation

    Published: December 19, 2014

    Karl Richter (Tectonic Investments) whose short recommendation on Kandi Technologies (KNDI:US) was a Finalist in our recent FactSet Best Short competition has provided the community with some timely updates on the pitch below. The stock is currently down 15% since his pitch and the recommendation...

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    Activist Letter: Urgent Restructuring Needed at Ann Taylor

    Published: October 17, 2014

    Dear Independent Board Members:

    Engine Capital LP, together with its affiliates (“Engine”), and Red Alder LLC (“Red Alder”) collectively (“we”) own in excess of 1% of the outstanding shares of ANN, INC. (“ANN” or the “Company”). ANN represents a significant investment for Engine and Red Alder....

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    Marchex Case Is a Prelude to Bigger Shorts to Come

    Published: October 02, 2014

    The winner of the FactSet Best Short contest will be announced on Friday, October 10th. As a warm-up to that announcement, we've posted this tremendous piece of short-focused research by Mohammed Saidal Mohmand (GrizzlyRock Capital). Given that the idea was less than $500mm in Market Cap, it was ...

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