U-Haul: In it for the Long Haul

Published: February 13, 2017

Featured uhal ef7a2e81d0
BrokenSphere, Wikimedia

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 ...

Cinemark Holdings Is Undervalued And Ready For Investors

Published: February 27, 2017

Featured cinemark artegon marketplace 03 4b54d33846
Miosotis Jade, Wikimedia

The theater industry has been threatened by at-home streaming services like Netflix and Amazon. Because of this competition, the market has moved its interest away from the industry’s biggest players. However, Donald Marchiony believes the time is...

The SumZero 2017 Fund Compensation Report

Published: January 24, 2017

Featured money 74f27674da
Steven Depolo, Flickr

Bonus season is here, and SumZero has produced a comprehensive analysis of salary trends in the fund industry.

SumZero maintains an internal, user ­driven compensation database. This database, which launched in 2012, now hosts over 4,500 uniqu...

The 15 Top Stocks for 2017

Published: January 18, 2017

Featured sztopstocksblog 2d4f597878
SumZero, Inc.

The SumZero Top Stocks for 2017 report is here. This research document contains 15 highly-rated ideas from the SumZero Buyside research platform individually selected to appear in this report through a meritocratic process.

We are honored to na...

Wall Street is Missing a Chinese Consumer Boom

Published: January 12, 2016

Featured aerial view of dalian  china 41c4bec53e
Dalian Skyline - Paul Louis, Wikimedia

China is home to plenty of paradoxes, but some of them are Western misconceptions. For example, notion of "ghost cities" is largely the result of information inefficiencies and misunderstandings related to China’s development model.

Pershing Square trades at a steep discount to asset value

Published: January 03, 2016

Featured berkowitz 641a2c843b
Bill Ackman and Bruce Berkowitz discuss their mutual investment in Fannie Mae, which has quadrupled since the recent US presidential election

After two very costly and very public investment mistakes in Valeant and Herbalife, Bill Ackman’s Pershing Square Capital Management has seen its share price decline by nearly 50% since the summer of 2015. Karol Hochschorner of Twin Capital, a USD...

This Stock is Skyrocketing After the Election

Published: December 06, 2016

Featured aerojet 1301b02a51
NASA Goddard Space Flight Center, Flickr

Aerojet Rocketdyne Holdings (AJRD:US) is a little-known company heavily involved in the rocket industry. Eric DeLamarter, portfolio manager at Half Moon Capital, believes AJRD is a hidden gem offering large upside with relatively little risk. ...