Search Results

  • Netflix Defanged? Why this Hedge Fund Thinks So

    Published: May 17, 2018

    As a deep value investor, Netflix sticks out like a sore thumb. Their valuations are incredibly high, I believe most of their performance has come from momentum and due in large part because they are grouped into the “FANG” stocks. Also, Netflix has serious liquidity issues stemming from their n...

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  • Own Sirius At A 16% Discount

    Published: July 31, 2017

    SiriusXM is crushing it. After last week's earnings report, the stock shot up over 8% to an all time high. While many analysts and stock pickers love SIRI for its strong management, wide moats, and continuing growth, Drew Estes, a portfolio manager at Banyan Capital Management, says investors oft...

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  • 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 security only includes Liberty's own...

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  • SumZero's Best of 2014 Research Report

    Published: January 06, 2015

    SumZero's <em>Best of 2014</em>, 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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  • The Implications of Investing in NFL Superstars

    Fantex essentially offers investors tracking stocks in the income earned by athletes and entertainers. The company plans to add to their asset roster in the near future (Bills quarterback EJ Manuel and Texans running back Arian Foster are scheduled to be next). Considering the true scale of incom...

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  • Bloomberg TV: SumZero Launches Compensation Database

    Published: August 20, 2013


    SumZero recently launched a new feature called SZ Compensation, which is a reciprocity-based database designed to help buysiders understand personal income trends within their industry. The new database is a fully-anonymized platform (the only such feature on SumZero) allowing buysiders to absorb...

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  • CBS Opportunity on Spin-Off/REIT Conversion

    Published: July 18, 2013

    If CBS continues to take $1billion of its estimated 2billion in fcf generated each year to continue its accelerated share repurchase. To be conservative if I assume CBS uses half of the proceeds from the sale of the Outdoor business to repurchase shares. Assuming that shares are repurchased at $5...

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  • Boring, But Beautiful: Disney Has 20%+ Upside

    Published: February 15, 2013

    The shares have done well, but lagged some other major media and entertainment stocks over the past six months as the company endured a period of slow earnings growth. I believe the current quarter will flip the earnings trajectory and the stock will move higher with earnings and modest multiple ...

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  • Special Situation: Demand Media on Take-Out Alert

    Published: June 20, 2012

    I think investors have inaccurately assessed the massive transformation in the quality of DMD’s content and are irrationally concerned about DMD’s ability to adjust to the new Google algorithm. The growing page views, my checks with relevant parties and my own research have shown to me that they ...

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