Why Taser Stock Could Have Shocking Upside

Published: March 13, 2018

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U.S. Air Force Photo/ David Owsianka

Axon Enterprises (formerly TASER International) is best known for the electroshock weapons it near monopolistically provides to police departments internationally. Axon has recently diversified into the growing police body camera segment with a ...

Shorting The Oracle of (Boston) Omaha?

Published: March 06, 2018

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Stuart Isett/Fortune

We first became aware of BOMN when we noticed it was trading at a 52 week high.  We thought it was an interesting company but felt the stock was overvalued trading at well over 2x book value, especially since much of its book value was made up of ...

Why This Danish Salmon Company's Stock Price Could Double

Published: February 14, 2018

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(John Allan, Geograph)

The Faroe Islands are a windswept archipelago between Denmark and the United Kingdom.  Their biggest employer is Bakkafrost, a farmed salmon producer.   Bakkafrost is registered on the Oslo Stock exchange, and is one of the more prominent salmon p...

Mauboussin On The Future Of Active Management

Published: February 12, 2018

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Darien Library

Michael Mauboussin is currently the Director of Research at BlueMountain Capital Management.  Prior to his role at BlueMountain, Michael was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital...

Why Korean Preference Shares Still Trade at a Discount

Published: February 01, 2018

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In Korea, a separate class of shares with blended characteristics of stocks and bonds trade over the counter.  These shares are called 'Preference' or 'Preferred' shares,  and contrary to what their name implies, carry less rights than common stoc...

These Are the Top Stocks for 2018

Published: January 24, 2018

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SumZero, Inc.

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 as...

Why Papa John's Remains a Good Buy

Published: January 24, 2018

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Wikimedia Commons

Papa John's has recently been mired in controversy.  When pressed on the firm's negative performance during a heated earnings call, founder and CEO (Papa) John Schnatter made incendiary remarks regarding recent NFL protests.

New Roles in SumZero Job Vault

Published: January 22, 2018

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SumZero’s Job Vault is now hosting over 100 investment professional roles of all seniority levels from 50+ major buyside funds.

The Job Vault is a job listing platform that complements our research database. There are no middlemen/headhunter...