Jeremy Kahan and his brother Michael co-founded North Peak Capital following careers in finance. They both attended Harvard Business School, Michael after a bachelor’s from Harvard College, and Jeremy after a bachelor’s at Yale. Their fund emplo...

Our investment philosophy focuses on purchasing the very best businesses in the world. We are very selective and only consider companies that pass our rigorous Selective Process. In order to be considered a Selective Company a business must poss...

Bastiat Capital has recently published several pieces of research on Goldman Sachs share-based compensation culture. We compiled this research and forwarded it to the board of Goldman Sachs, to which we received a comprehensive response from R. ...

I think a lot of folks bifurcate the world into value and growth, but this doesn’t make sense to me. I define value investing as buying an asset at a discount to intrinsic value. Just because a business is growing quickly doesn’t mean you can’t bu...

SumZero is pleased to launch a dedicated research challenge executed in exclusive partnership with a multi-billion New York City-based hedge fund. The Challenge is designed to identify actionable investments led by unsung, but nevertheless outstan...

Optex is highly dependent on military spending for the company’s revenues and profits. The U.S. budget sequester in 2013 was a hard time for the company. Although this risk cannot be diversified away, we take some comfort in the planned increase...

With plans announced for a third inter-Korean summit this fall, the prospect of reconciliation on the Korean Peninsula looms. Chan H. Lee, co-founder and PM of Petra Capital Management, sat down with SumZero to share his insights on Korean market ...

While I have been investing in Indian markets (both personally & professionally) for over 10 years now, my investing experience globally is solely over the last 2 years. I headed the research team at a sell-side firm focused on Indian small &a...