Published: April 13, 2023
If you missed our discussion with Mohnish in early February '23, we're sharing it again here. In this wide ranging discussion, we hear about the investments Mohnish has made in Reysas, Brookfield, his thoughts on position sizing and concentration as well as Big Tech and how ChatGPT (and others) might disrupt the space.
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Published: April 06, 2022
A new report from Spruce Point Capital Management CIO Ben Axler targets Stryker Corp. (NYSE: SYK), a $118 billion market cap medical technology company. SYK shares were down nearly 20% before recovering in mid-afternoon trading.
Published: April 05, 2022
An article in the Wall Street Journal this Wednesday touched on Amazon (Nasdaq: AMZN) and the e-commerce company’s announcement that it will be entering the commercial space market. The company plans to launch thousands of commercial satellites t...
Published: April 04, 2022
Social media naturally exploded this morning when it was revealed that Tesla’s (NASDAQ: TSLA) founder had taken a 9% stake in Twitter (NASDAQ: TWTR)...
Published: May 18, 2021
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...
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...
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...
