These Are the Top Stocks for 2018

By: SumZero Staff | Published: January 24, 2018 | Be the First to Comment

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The SumZero Top Stocks for 2018 PDF has arrived. This PDF contains 15 actionable research ideas from the SumZero community of over 15,000 buyside fund professionals. Selections were determined by a panel of over 40 senior fund professionals and asset allocators.

The Top Stocks report is designed to showcase the 5 Winners and 10 Finalists of the 2nd Annual SumZero Top Stocks Challenge, an investment research competition executed in partnership with Sohn Conference Foundation and Canalyst.

This year's Challenge surfaced a large number of exceptional submissions. The 15 ideas featured in this report were the consensus favorites across 5 key categories. All contest submissions were independently assessed and voted on by a panel of over 40 senior fund professionals and asset allocators.

We would like to thank all the contestants for their all-around excellent work, as well as the members of the Judges Panel for their participation in screening their research. We also kindly thank our partners for their support of the initiative.

Congratulations go out to those professionals featured below. Access to the research submissions of all 15 Winners/Finalists is freely available in the SumZero Top Stocks for 2018 PDF via the link below and on the sidebar.



Top Stocks Challenge Winners

Special Situations
KYUSHU RAILWAY CO (9142:JP)
Adam Holzman (Formerly at Paradigm Capital Management)

Small Caps
ANDINA ACQUISITION CORP II (ANDA:US)
Eric Gomberg (Dane Capital Management)

Mid/Large Caps
TRIPADVISOR INC (TRIP:US)
Artem Fokin (Caro-Kann Capital)

Yield-Payers
DDR CORP (DDR:US)
Bryce Webster (HGI Capital Management, LLC)

Shorts
TACTILE SYSTEMS TECHNOLOGY INC (TCMD:US)
David Hughes (Port Square Capital)



Top Stocks Challenge Finalists (Unordered)

Special Situations
LIBERTY MEDIA CORP LIBERTY SIRIUSXM (LSXMA:US)
Albert Luk (The Cayre Family Office)

PAPA JOHNS INTERNATIONAL INC (PZZA:US)
Pree Yerramilli (Eagle Chase Capital)

Small Caps
TECHTARGET INC (TTGT:US)
Michael Ellis (Headlands Capital)

SUMMERSET GROUP HOLDINGS LTD (SUM:NZ)
Gokul Raj (Bavaria Industries Group)

Mid/Large Caps
WALT DISNEY CO (DIS:US)
Jonathan Tunick (Vitaology Capital Partners)

MICRON TECHNOLOGY INC (MU:US)
Eric Gregg (Four Tree Island Advisory LLC)

Yield-Payers
BOC AVIATION LTD (2588:HK)
Anand Ramachandran (River Valley Asset Management)

Eastman Kodak Company (277473AN4)
Jen Ganzi (The Credit Junction)

Shorts
XXL ASA (XXL:NO)
Carl Rydin (Origo Capital AB)

SNAP INC (SNAP:US)
Vimal Selvaraju (Formerly at Greenchip Financial Corp)

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