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  • Why Spruce Point Is Short US Concrete

    Published: May 24, 2018

    Ben Axler founded Spruce Point Capital Management in 2009 following a decade as a banker at Credit Suisse and Barclays. Spruce Point runs a short activist strategy, and since its founding has exposed multiple frauds, forced over a dozen CEOs and CFOs to resign, and caused several companies expose...

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  • Hidden Gems in Puerto Rican Debt

    Published: September 20, 2016

    We are excited to announce the launch of a new research contest focused on the fixed income space. In partnership with the Sohn Foundation, starting in late September SumZero will be launching a dedicated research challenge just for those with actionable ideas in the credit space. Prizes will inc...

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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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  • Cheap Gold Exposure with a Best-in-Breed Miner

    Published: June 13, 2012

    While sell-side analysts favor ABX, applying high 12-month price targets, investors have voted with sell orders, pushing down the stock price more than 20% YTD. Gold miners are unloved, despite Gold's historically high prices. The channels for investing in gold have increased dramatically in rece...

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  • Emerging Theme: Go Long Shares of Tronox (OTC: TROX.PK)

    Published: May 17, 2012

    TiO2 producers have been increasing prices consistently and, in my opinion, will continue to keep moving them higher at a measured pace. Every $100/tonne increase adds $46.5MM to EBT. Given that the major cost of production is feedstock, TROX should see significant bottom line improvement. Given ...

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  • Quick Pitch: Corning (NYSE: GLW) -- Long

    Published: September 11, 2012


    Member: Andrew Gordon
    Title: Other
    Firm: Formerly at JP Morgan Capital Partners
    Focus: Deep Value
    Location: New York, NY
    Undergrad: Harvard College
    Post Grad: Columbia Business School (Current)
    Notable Stock Expertise: GMCR, GLW, TRW

    Corning (NYSE: GLW) Details
    Recommendation: Long

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