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...

SumZero offers the research insights of Scott Preston, Albert Lee, and Arham Khan on nano-cap wellness brand, Boomer Holdings. Ten of the top-performing ideas on SumZero last year fell under the small, micro, or nano-cap categories. We explore the...

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...

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...

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...

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...