Published: November 05, 2020
As 5G-enabled devices come on line, we take a look at the emerging field of 5G players with SumZero members Stewart Gronek and Billy Duberstein. Gronek shares his thesis on Rakuten as they build out a virtualized network and Duberstein sheds light on T-Mobile and Micron.
Case studies include: Rakuten, which is developing its own cloud-based virtualized network to overtake incumbent telecoms in Japan and beyond; T-Mobile, which inherited a ...
Published: October 29, 2020
The sports betting industry, bolstered by a 2018 Supreme Court ruling, stands to become a $8B+ industry in the next five years. Not only are companies like DraftKings integrating new risk management and digital wallet technologies to make the user...
Published: August 31, 2020
Bitcoin to $500,000? The Winklevoss Twins say it's possible. TenCent Holdings, Facebook, Aercap, and Liqtech International are just a few of the other ideas that investors explored on SumZero this weekend: check them out here.
Published: August 24, 2020
This Monday morning round-up of SumZero's hottest ideas include investments with expected returns of over 100%.
Published: August 18, 2020
The news that Disney (DIS: US) plans to release the live-action version of Mulan with an additional $29.99 on-demand price tag to Disney+ subscribers shone a spotlight on one of the biggest questions impacting the film industry as the COVID-19 cri...
Published: August 17, 2020
This Monday morning round-up of SumZero's most-viewed ideas and Portfolio Managers over the weekend includes Facebook, Intel Corp, Great Canadian Gaming Corp. and more.
Published: July 09, 2020
Chase Chandler, Founder/PM of Canterbury Tollgate joined us to discuss two of his core holdings - GoDaddy and DropBox - and the broader trends he is observing within the digital workplace. In this Q&A, Chandler opines on the paradigm shifts dr...
Published: June 03, 2020
The Cheesecake Factory gets ready to help America eat cheesecake again while a Bloomberg article suggests something right out of 'The Simpsons.'
Published: June 02, 2020
Video conferencing and gun companies may seem unlikely bedfellows, but both are soaring as the nation seeks its equilibrium as the COVID-19 pandemic and civil unrest continue to take their toll on American life and business.
