In June, SumZero CEO Divya Narendra sat down with Brian Finn, the top-ranked healthcare analyst on SumZero platform and CIO and Founder of Findell Capital. In this episode, we delve into ESTA, a Costa Rican-based breast implant manufacturer that's...

If you missed our discussion with Mohnish in early February '23, we're sharing it again here. In this wide ranging discussion, we hear about the investments Mohnish has made in Reysas, Brookfield, his thoughts on position sizing and concentration...

A new report from Spruce Point Capital Management CIO Ben Axler targets Stryker Corp. (NYSE: SYK), a $118 billion market cap medical technology company. SYK shares were down nearly 20% before recovering in mid-afternoon trading.

An article in the Wall Street Journal this Wednesday touched on Amazon (Nasdaq: AMZN) and the e-commerce company’s announcement that it will be entering the commercial space market. The company plans to launch thousands of commercial satellites t...

Social media naturally exploded this morning when it was revealed that Tesla’s (NASDAQ: TSLA) founder had taken a 9% stake in Twitter (NASDAQ: TWTR)...

The SumZero team interviews the co-PMs of New American Energy on the renewables landscape and what comes next for wind, solar, hydrogen, and electric vehicles. Walter Nasdeo and Nicholaus Rohleder share their view on Biden's policies, the semicond...

SumZero analyzes the key points of Biden's $2T infrastructure proposal and what it might mean for steel, basic materials, transportation, wind energy, and industrials. Featured managers include: Will Keaten (Plaisance Capital), Josh Strauss (Pekin...

The SumZero Cap Intro team is pleased to share results and key findings from our 2021 Allocator Survey. In this report, we touch on the measured rise of ESG and single-asset deals as well as the market exuberance and high valuations which make inv...