SumZero News Archive

  • Digging for Value in Nano-Caps: Boomer Holdings

    Published: February 25, 2021

    When we reported on the SumZero community’s best performing stocks of 1H2020 last October, we observed that the “top 10 performing ideas published in 2020 are all for nano, micro, or small cap companies, with low opening prices but an average of 274.7% returns,” further noting th...

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  • Investors Place Their Bets on Gambling Stocks: DraftKings

    Published: October 29, 2020

    At an investors event last November, Morgan Stanley made a bold prediction, telling participants that sports betting will become a nearly $7 billion industry in the United States by 2025, a sentiment echoed by casino executives from Hard Rock, MGM, and Mohegan Sun in attendance. While that number...

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  • Manager Q&A: Tech Stocks to Watch in the Remote Work Landscape

    Published: July 09, 2020

    The increasing prevalence of cloud-based work solutions for file storage, web meetings, organization, email marketing, web design and more predates COVID-19. However, the global shift to remote work necessitated by the pandemic has introduced new questions around the physical vs. digital workplac...

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  • Anti-Viral: Two Biotech Stocks Rising With COVID-19

    Published: March 03, 2020

    With the COVID-19 coronavirus dominating the headlines and sparking a downturn across broad swaths of the market, many investors are looking to those who are leading the way in the search for either a vaccine, a cure, or both. While many in pharma and biotech are contributing research to this glo...

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  • Peloton and Nautilus: The Long and Short of Fiscal Fitness

    Published: February 20, 2020

    The biggest change in exercise machines is the adoption of endogenous technology intended to quantify performance or physiological metrics. Speedometers, pedometers, heart rate monitors, and calorie calculators – once separate tools – can now be found on the least advanced stationary bicycles or ...

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  • Virgin Galactic: Ready for Launch or Lost in Space?

    Published: February 18, 2020

    Virgin Galactic: Ready For Launch or Lost in Space?

    Here’s what one SumZero researcher has to say.

    Although SumZero is known as a value-driven investment community, we often see ideas that offer a more VC-like return profile, with hockey stick growth potential. This is the type of val...

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  • The Frontlines of the Streaming Wars

    Published: November 25, 2019

    With Disney and Apple entering the arena, we reviewed some of the ideas posited by SumZero contributors to examine how these two giants are shaping the competition for subscription-based video and how companies like Apple and Netflix – the 6th and 7th most-searched for companies on SumZero – are ...

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  • UCLA's CIO on the Emerging Manager Edge: Raw Honesty

    This is the sixth installment of the SumZero Allocator interviews, a series of discussions focused on emerging manager selection and allocation.


    My name is Nicholas Kapur, and this will be my final Allocator Q&A. At the time of this interview, I was SumZero’s COO and head of the firm’s int...

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  • How a $10B Family Office Invests in Emerging Managers

    Published: April 03, 2019

    SPY

    This is the fifth installment of the SumZero Allocator interviews, a series of discussions focused on emerging manager selection and allocation. My name is Nicholas Kapur, and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro.

    I am honored to be joined to...

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  • Pick Your Poison: Leverage, Concentration, or Market Risk

    Published: January 29, 2018

    SPY

    This is the fourth installment of the SumZero Allocator interviews, a series of discussions with respected leaders in the institutional investment space. My name is Nicholas Kapur and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro.

    I am please...

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  • The Non-Interchangeable, Non-Mechanical Elements of Value Creation

    Published: January 17, 2019

    Today we are pleased to be joined by Mr. Sean Stannard-Stockton, CFA, President and CIO, and Senior Analyst Todd Wenning, CFA of the California-based investment manager Ensemble Capital. The two help oversee more than $800M in firm assets leveraging a long only, concentrated strategy under the fo...

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  • Hunting for Exceptional (Unknown) Fund Managers

    Published: January 10, 2019

    SPY

    This is the third installment of the SumZero Allocator interviews, a series of discussions with respected leaders in the institutional investment space. My name is Nicholas Kapur and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro.

    Today I am honored to...

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  • 'The Deal' Has Been Corrupted

    Published: December 17, 2018

    This is the second leg of the SumZero Allocator interviews, a series of discussions with respected leaders in the institutional investment space. My name is Nicholas Kapur, and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro.

    Today I am honored...

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  • Why Starting a Hedge Fund Is Like Opening a Restaurant

    Published: December 07, 2018

    My name is Nicholas Kapur, and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro. I am honored to be joined by Mr. Anders Hall, the Chief Investment Officer of Vanderbilt University’s Office of Investments and the associated $5.6B Long-Term Investment

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  • Top Stocks for 2019 Challenge Launches December 7th

    Published: November 27, 2018

    SPY

    We are pleased to announce the final research initiative of the year: the Top Stocks for 2019 Challenge.

    For the third year, prime real estate in the Top Stocks PDF report, SumZero's most widely distributed research publication, is opened up to the most dese...

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  • Exclusive Manager Interview on Facebook

    Published: September 20, 2018

    Christopher Devlin founded Selective Wealth Management in 2009, after a brief stint as a nuclear engineer. The firm's investment methodology focuses on investing in companies with six common characteristics: 1. Lasting Products of Services, 2. Durable Competitive Advantage, 3. Highly Profitable, ...

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  • An Open Letter to Goldman's CFO on Employee Compensation

    Published: September 18, 2018

    Bastiat Capital has recently published several pieces of research on Goldman Sachs share-based compensation culture on SumZero and elsewhere.

    We compiled this research and forwarded it to the board of Goldman Sachs, to which we received a comprehensive response from R. Martin Chavez, Goldman ...

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  • Top-Ranked Deep Value Manager's Latest Small-Cap Idea

    Published: September 13, 2018

    MRE

    John Rolfe, the founder and managing member of Argand Capital Advisors, has been one of SumZero's most prodigious and best performing members. Over the last decade, he has submitted 50 ideas to SumZero, generating an annualized average total return of 39.32% and an annualized median return of 32...

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  • The Great, Undiscovered CEOs Research Challenge

    Published: September 12, 2018

    SPY

    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 outstanding management teams. The participating fund is s...

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  • Advice from Top Ranked Micro Cap Specialist

    Published: September 05, 2018

    Michael Melby has written up a litany of small and micro caps on SumZero over the last several years. In the course of his SumZero membership, he has been ranked in the top 5 analysts on the site across our All-Time, LTM, Deep Value, Long, North America, and Micro-Cap ratings.

    Melby holds a ...

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  • Inter-Korean Diplomacy Stokes Optimism for Seoul-Based PM

    Published: September 01, 2018

    Although meaningful progress from the United States’ diplomatic overtures to North Korea has all but stalled since the June 2018 summit, Kim Jong-un continues to cooperate with President Moon Jae-in. With plans announced for a third inter-Korean summit this fall, the prospect of reconciliation on...

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  • Advice from SumZero's All Time Top Ranked Analyst

    Published: August 23, 2018

    Jake Miller has perenially topped SumZero's rankings lists, taking the top spots across several categories for years. Across 20 ideas submitted to SumZero's research database, Miller has achieved an enviable 22% median and 14.52% mean return. Miller is an analyst at New York based DS Advisors, ...

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  • Can Calumet Refine its Business Model?

    Published: August 16, 2018

    Bill Chen, the founder and PM of Rhizome Partners, has steadily built a reputation as one of SumZero’s best primary researchers.  His rigorous research approach is partly inspired by Phil Fisher’s ‘scuttlebutt’ style, and has attracted Rhizome a great deal of interest on SumZero.  A recent idea o...

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