Published: July 13, 2016
Which newly released app already boasts more users than Tinder, has seen its theme song’s streaming jump 362% on Spotify, and is featured on 7 of Snapchat’s 25 “Discover” stories? Unless you’ve been living under a rock these last few days, you already know the answer: Pokémon Go.
Since its li...
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: 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 ...
Published: July 31, 2012
We don't often get the chance to bet against a company on the cusp of experiencing new major competitive challenges. When we do get the chance, most investors know about the threat and position themselves for it.
Published: July 31, 2012
We don't often get the chance to bet against a company on the cusp of experiencing new major competitive challenges. When we do get the chance, most investors know about the threat and position themselves for it.