Published: April 12, 2021
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 Hardy Strauss), Greg Royce (Maximus LS Equity Fund), Jake Miller, and Nick Stone (Airacobra Capital).
Published: March 04, 2021
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...
Published: February 25, 2021
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...
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...
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 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: 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: May 28, 2020
Our latest interview with Will Thomson, Founder/PM of Massif Capital on uranium and the forces that have lifted its spot price over 32% YTD despite similar price drops in other commodities. COVID-19 has only accelerated market-wide contractions th...
Published: May 21, 2020
We are pleased to share an exclusive interview with the team from Acuitas Investments, the Seattle-based multi-manager investment advisor.
