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  • U-Haul: In it for the Long Haul

    Published: February 13, 2017

    It is pretty rare to drive somewhere and not spot at least one of Amerco’s (NASDAQ:UHAL) U-Haul trucks on the road. Stephen Saroki, an experienced analyst who is launching a long/short equity fund Anaxi Capital, believes the company’s competitive advantage coupled with its lack of coverage on the...

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  • How Hertz Became the Perfect Contrarian Short in 2014

    Published: June 18, 2015

    SumZero’s Factset Best Short contest just happened to coincide with Carl Icahn announcing his 8% stake and activist intentions for Hertz. I’d been researching Hertz and using the short off and on since late 2013, depending on the price and recent developments. Icahn’s disclosure shot the stock in...

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