Published: July 07, 2016
The following interview was also featured in part on Business Insider
In the aftermath of Brexit, many investors have forgotten about the continuing shakeup in pharmaceuticals. The...
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...
Published: June 01, 2016
The following interview was also featured in part on Business Insider
Top ranked SumZero investors recently predicted the crash ...
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...
Published: May 09, 2016
The following interview was featured on Business Insider
Once among the most touted stocks of the decade, Chipotle Mexican Grill (CMG:US) ha...
Published: May 02, 2016
The following interview was also featured in part on Business Insider
Today LinkedIn announced a merger deal with Microsoft in wh...
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...
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...
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...
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...
Published: March 15, 2016
Published: March 15, 2016
Who is the best investor on SumZero? With the release of SumZero’s analyst rankings feature today, we now know. Jeffrey Meyers, founder and portfolio manager at Cobia Capital Management in New York topped SumZero Long-Only and Best All-Time...
SumZero had the privilege of sponsoring and attending this year’s Harbor Investment Conference. Buyside funds from around the world gathered in midtown to hear some of the best minds in investing educate, pitch, and debate.
The Canc...
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...
Published: February 26, 2016
Published: February 18, 2016
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...
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,...
Published: February 16, 2016
A new Bloomberg article highlights the power of the SumZero Cap Intro platform to drive institutional exposure (and ultimately large investments of capi...
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...
Published: February 11, 2016
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...
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...
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 ...
Published: January 29, 2016
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...
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...
Published: January 22, 2016
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...
Published: January 15, 2016
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...
Published: January 14, 2016
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...
Published: January 06, 2016
The following interview was also posted to Business Insider
Back in January, Yahoo (NASDAQ:YHOO) announced it was going to finally spin off its $30B stake in Alibaba (NY...
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...
Published: December 10, 2015
The following interview was also published in part on Business Insider
Tesla Motors (NASDAQ: TSLA) is one of the most controversial and heavily-covered names in the mar...
Published: November 20, 2015
Macy’s current market valuation presents an opportunity for investors to buy the Company’s fee-owned real estate for below fair market value and purchase a profitable, cash flow generating operating business for free (i.e. $0).
Simply put, Macy’s owned real estate is worth at least $26bn, wher...
When your investment catastrophically explodes, the instinctive reaction is to immediately evacuate. In the case of Orbital Sciences (NYSE: ORB), a medium-class space rocket maker, a literal explosion on the launchpad led to the perfect buy-in opportunity for Chris DeMuth of Rangeley Capital. Wit...
Published: November 06, 2015
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...
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...
Published: October 30, 2015
SumZero recently asked members of its buyside community for their sentiments on the short-term direction of oil prices in the coming year. The results suggest that while the vast majority of professional investors on SumZero believe that the major energy commodity has bottomed out and/or will exp...
Published: October 28, 2015
As an asset designed to replace gold, and a protocol to replace modern payment platforms, Bitcoin is a subject of considerable relevance to the entire investment community. Dissatisfied with the current state of reporting on the matter, we ask: What must members of the fund industry know about bi...
Published: October 23, 2015
Discovery is a niche content producer with a focus on non-fiction programming that is popular across cultures and countries. Its business model is unique in that it allows Discovery to leverage content produced for a given market on a global scale. Additionally, unlike many other media companies ...
Published: October 23, 2015
SumZero recently asked members of its buyside community who they were planning to support in the 2016 US Presidential Election. The results suggest that while Hillary Clinton remains an early favorite for members of the fund industry, a meaningful (and game-changing) minority remain uncommitted t...
Published: October 16, 2015
Autonomous driving is not legal in Israel or most of the world. Meanwhile Mobileye, an Israeli maker of autonomous driving chips, has reached an absurd valuation due to hype from an exuberant sell-side. Amidst claims about Mobileye’s “monopoly” on autonomous driving, Jalal Faruki of Dubai-based S...
Published: September 18, 2015
Update 11/13/2015:
Home security business Ascent Capital Group (ASCMA:US) reported 3Q earnings recently, which catalyzed an immediate 22% sell-off in the stock. Cardo Capital, the fund that originated a March 2015 short recommendation on SumZero and sat down with us for...
Published: September 09, 2015
This past Wednesday, September 2nd, SumZero hosted 175 fellow buyside members and institutional allocators in downtown Manhattan to honor and recognize the work of the fund industry’s, and specifically SumZero's, best-performing analysts and portfolio managers. It was the 1st Annual SumZero A...
Published: August 27, 2015
The financial crisis of 2008 taught investors many lessons, among them “banks are dangerous” and “buy when there's blood in the streets”. Years out from the worst of the collapse, however, investors can still can take advantage and, ironically, the opportunity lies in the epicenter of the crisis ...
Published: August 20, 2015
The ancient discipline of Yoga is on the rise. According to the USA Today, participation grew over 40% between 2008 and 2013. Internet video is clearly on the ascendancy as well. When combined, there's the foundation for a powerful opportunity. Yoga apparel manufacturer/video producer-distributor...
Published: August 15, 2015
Posting your research on SumZero now comes with the chance to win $5K cash, each and every week. We are pleased to announce this new partnership with Interactive Brokers designed to recognize top-quality buyside research and the analysts/PMs behind that effort.
Starting in Sep...
Published: August 13, 2015
The student loan crisis has just begun to capture the fear of the American public, but Taylor Mann of Pine Capital Partners has captured the interest of the hedge fund world with his investments in the sector. After a series of strikingly correct calls tied to the imminent collapse of the morally...
Published: August 10, 2015
Five months ago, SumZero member Rodrigo Lopez (Gerbera Capital) posted a long recommendation on Precision Castparts Corp (PCP:US) with a $332 price target. He presciently referred to the situation as, "Acquiring Buffett-like business at almost 2008 ...
Published: July 30, 2015
While many investors chase returns in well-covered blue chips or hot tech stocks, Torin Eastburn of Monte Sol Capital found incredible value in small and thinly traded Canadian phone retailer Glentel Inc. Eastburn noticed Glentel had a strong business depressed below its true value with an upcomi...
Published: July 24, 2015
We are pleased to announce the Winners of SumZero's China TMT & eCommerce research challenge. These ideas are now available on the site, and carry a good deal of significance in light of the China market sell-off over the past, few weeks. We expect you'll find some compelling opportunities in the...
Published: July 17, 2015
UA is poised to surprise investors with a substantial decline in sales growth, resulting in a rapid sell-off as investors reevaluate high expectations for long-term growth rates. This change in investor sentiment will come as a result of three prevailing headwinds:
1. Increasing competition fr...
Published: July 07, 2015
After the financial crisis of 2008, investors with cash found incredible opportunity in stocks depressed far below their true power to earn in the long term. While many would say that opportunity is long past, Albert Luk of Privet Capital found a source of lingering mispriced value in online brok...