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  • Funds Face Off on Valeant

    Two of SumZero’s most successful and outspoken members, Navi Hehar of Mile 26 Capital in New York and David Trainer of Novo Capital in Nashville, came down on opposite sides of one of the most talked about stocks of the year, Valeant Pharmaceuticals. With highly publicized investigations by the S...

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  • Skullcandy Turnaround Could Lead to Short-Squeeze

    Published: February 28, 2013

    SKUL has been a dog, but there is a good chance its net sales deceleration is stabilizing – at least for the next quarter. On the Q3 conference call, SKUL management tightened the FY 2012 guidance to $290-$300M from the previous range of $280-$300M. This is a fairly noteworthy event as $280M in ...

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  • Quick Pitch: Long on Sanofi (NYSE: SNY)

    Published: April 26, 2012


    The market views Sanofi as a large European pharma company with a patent cliff. I believe the stock will be revalued due to the change in business mix, geographical mix, and the lack of patent exposure past 2012. Sanofi has valuable franchises in Generics, Consumer Products, Animal Health, Vaccin...

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