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    Top Stocks for 2019 Challenge Launches December 7th

    Published: November 27, 2018

    SPY

    We are pleased to announce the final research initiative of the year: the <strong><em>Top Stocks for 2019</em> Challenge</strong>.

    For the third year, prime real estate in the <em>Top Stocks</em> PDF report, SumZero's most widely distributed research publication, is opened up to the most dese...

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    The Great, Undiscovered CEOs Research Challenge

    Published: September 12, 2018

    SPY

    SumZero is pleased to launch a dedicated research challenge executed in exclusive partnership with a multi-billion New York City-based hedge fund. The Challenge is designed to identify actionable investments led by unsung, but nevertheless outstanding management teams. The participating fund is s...

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    Why Bill Ackman Will Salvage Pershing Square

    Published: May 18, 2018

    I highly doubt the reputational damage is permanent. It is certainly not something that a couple of strong years of returns wouldn’t cure and Ackman has a pretty good long-term batting average. The brevity of investor memory will allow the recent performance to get papered over, unless the mist...

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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 members to submit their best Ex-US ideas across all major sectors, regions, and market caps. Across three regional categories, top-performing Winners/Finalists/Ru...

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    SumZero Launches Challenge for Unemployed Investors

    Published: August 09, 2017

    SPY

    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 challenge will leverage e...

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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 the SumZero Buyside research platform individually selected to appear in this report through a meritocratic process.

    We are honored to name the 5 Winners and 10 Runners-Up of the SumZero ...

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    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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    SumZero Top 25 US Colleges by Alumni Investment Performance

    Published: January 14, 2016

    SPY

    We at SumZero recently documented the performance 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 o...

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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% of r...

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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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    Challenge Extended: What Will Warren Buffett Buy Next?

    Published: March 06, 2015

    As Berkshire Hathaway celebrates its 50th anniversary under the leadership of Warren Buffett and Charlie Munger, SumZero is thrilled to announce the launch of the 1st What Will Warren Buffett Buy Next Challenge to build excitement ahead of Berkshire Hathaway's Annual Shareholder Meeting on May 2n...

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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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    Capital One: One of the "Last Remaining Cheap Banks"

    Published: March 13, 2014

    COF was traditionally funded by credit card securitizations, which was a volatile source of funding, but the company reduced its dependency on such funds by becoming a full fledged bank. COF acquired a series of regional banks starting in 2004, and currently securitized debt is only 1/10 the amou...

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    SumZero Takes on Seth Klarman (Baupost Group)

    Published: January 09, 2014

    Baupost's strategy is denoted by extreme concentration in the firm's long-only, public equity fund (which tends to constitute between 5-15% of the total value of the firm--the balance is in real estate, bonds, cash, hedges, etc.). By September of 2013, the firm’s top three equity holdings made up...

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    The Quick Investment Case for Blackstone

    Published: October 25, 2012

    Our investment case for Blackstone is that it is a well-diversified alternative asset manager. Management fees will go up (catching up to its recent torrid net inflows), realization will increase (especially in Real Estate group) and performance fees will be earned and distributed as dividends to...

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    News Around the Hedge Fund World (October 15-19)

    Published: October 19, 2012

    Bruce Berkowitz (Fairholme) sat down for an interview to discuss why he’s bucking the herd and going long on financials like AIG, how he views portfolio construction, and why it’s critical to make big bets on companies trading well below break-up value. Per usual, Bruce does not disappoint in thi...

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    News Around the Hedge Fund World (Week of July 16-20)

    Published: July 20, 2012

    Learning from one’s mistakes is a central principle of investing that many greats point towards as what has driven them toward success. Mistakes are inevitable; but they need not be repeated over and over again. In that vein, Zeke Ashton (Centaur Capital) put together an excellent self-critique o...

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    News Around the Hedge Fund World (Week of July 9-13)

    Published: July 13, 2012

    PG

    Just one day after we posted the Procter & Gamble (NYSE: PG) short thesis that appears above onto the public SumZero News section, rumors began to surface that legendary activist investor Bill Ackman (Pershing Square) purchased a sizable position in the consumer goods giant.

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    Featured Call: Long Blackstone (NYSE: BX) Shares

    Published: May 24, 2012

    The thesis for Blackstone Group is a relatively simple one. In the current low rate no return environment pension funds and endowments will struggle to meet their required return thresholds. As they quickly come to this realization they will start to shift increasing amounts over to alternative a...

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    Quick Pitch: Shorting China Through the FXI

    Published: September 11, 2012

    FXI

    Contributor: John Pulliam
    Title: Portfolio Manager
    Firm: Vela Capital
    Location: New York, NY
    Notable Stock Expertise: ZNGA, YUM, RMS

    Undergrad: Wheaton College
    Post Grad: Columbia Business School

    Recommendation: Short iShares FTSE/Xinhua China 25 Index (NYSE: FXI)
    Timeframe: 6 Months ...

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    Interview: Ryan Morris (Meson Capital Partners) Part 2

    Published: September 11, 2012

    RLD

    Member: Ryan Morris
    Title: Portfolio Manager
    Firm: Meson Capital Partners
    Focus: Deep Value
    Location: Los Angeles, CA
    Undergrad: Cornell University
    Post Grad: Cornell University
    Notable Stock Expertise: FMD, PNCL, INFU, ATPG, ZAGG

    (part two of the continued interview with Ryan Morris)
    ...

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    Interview: Ryan Morris (Meson Capital Partners) Part 1

    Published: September 11, 2012

    Member: Ryan Morris
    Title: Portfolio Manager
    Firm: Meson Capital Partners
    Focus: Deep Value
    Location: Los Angeles, CA
    Undergrad: Cornell University
    Post Grad: Cornell University
    Notable Stock Expertise: FMD, PNCL, INFU, ATPG, ZAGG

    <strong><em>SumZero: What is the Ryan Morris investment ...

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    Quick Pitch: E-Trade Financial (Nasdaq: ETFC)--Long

    Published: September 11, 2012

    Source: Victor Bonilla
    Firm: Formerly at Calypso Capital Management
    Education: Wharton (MBA), UPenn (Undergrad)
    Location: New York, NY

    Recommendation: Long
    Timeframe: 1-2 Years
    Price Target: $12.81

    Quick Thesis on E*Trade (Nasdaq: ETFC)

    I am recommending shares of E*TRADE Financial ...

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    Quick Pitch on Wells Fargo Shares

    Published: September 11, 2012

    WFC

    Wells Fargo (NYSE: WFC)--Long
    Current Price: $30.25 Target Price: $40.00
    Source: Hedge Fund. Atlanta, GA.

    Quick Pitch: With the integration of Wachovia to be fully complete by the end of the first quarter in 2012 and the U.S. economy plodding steadily along—albeit at a rate lower than which ...

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    Interview with Ben Axler (Spruce Point Capital Management)

    Published: September 11, 2012

    RLD

    Member: Ben Axler
    Title: Managing Partner/Founder
    Firm: Spruce Point Capital Management
    Focus: Cash-rich value equities and special-situations
    Location: New York, NY
    Undergrad: Rutgers College
    Post Grad: Yale University
    Recent Ideas: STVI.OB (long), DLGC (short), CIS (short)

    <strong>Bri...

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    Long Call on Annaly Capital

    Published: September 11, 2012

    NLY

    Annaly Capital (NYSE: NLY)
    Recommendation Action: Long
    Current Price: $16.37 Target Price: $22.50
    Source: Hedge Fund. New York, NY.

    Quick Pitch: Annaly Capital (NYSE: NLY) was founded in 1997 and has performed well through economic and interest rate cycles, unlike newer peers who largely ca...

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