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...
Published: June 26, 2015
Any time a business sells a product that you’re intimately familiar with, where you understand pricing power and competition, I think an investor should always carefully evaluate it. In my case, many of my friends own a GoPro, I’ve seen their videos, I’ve used their product on vacation, and I und...
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...