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  • Should You Be in LinkedIn?

    Published: May 02, 2016

    Today LinkedIn announced a merger deal with Microsoft in which the professional network will be acquired for $196/share cash. The transaction is expected to close at the end of this year. SumZero did a quick follow up with Selective Wealth Management PM Chris Devlin who originally pitched LNKD on...

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  • Opposing Funds Duel on Tesla Valuation

    Published: December 10, 2015

    Tesla Motors (NASDAQ: TSLA) is one of the most controversial and heavily-covered names in the market in recent memory. To help investors understand the name at a more advanced level, SumZero has asked two fund professionals that cover the company closely, one long and one short, to opine on some ...

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  • Deja Vu: AOL Nears New Growth Inflection Point

    Published: March 19, 2014

    AOL is a deceptively cheap asset which is at an inflection point in all three businesses. The street believes EBITDA growth will be half of last year and misses key value catalysts. I believe the company will emerge in the next six months as a growth asset with a stable legacy business with signi...

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  • Yahoo! Initiates Private Equity Strategy

    Published: September 25, 2012

    While I do not typically peddle Eric Jackson's commentary, I thought he put out a good note on Yahoo! the other day regarding the hiring of Jackie Reses. He believes she brings a private equity mindset to the Company, and will prove instrumental in Marissa Mayer's turnaround strategy:

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  • Update on $4 Facebook Short Thesis

    Published: September 06, 2012

    Facebook shares sank after BMO Capital analyst Daniel Salmon wrote that many advertisers appear to be reducing the amount of money they're spending on the website. Two out of every three advertisers contacted by Salmon divulged information that was negative for the stock, the analyst wrote.

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  • Yahoo! Is on Track to Reach $38 (Or More)

    Published: August 22, 2012

    Since Third Point first disclosed its position in September 2011, three key overhangs in Yahoo! stock– lack of strategic direction, dysfunctional Board of Directors and unsubstantiated Alibaba valuation – have been addressed, two of which were the direct result of Third Point’s involvement (the s...

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  • Special Situation: Demand Media on Take-Out Alert

    Published: June 20, 2012

    I think investors have inaccurately assessed the massive transformation in the quality of DMD’s content and are irrationally concerned about DMD’s ability to adjust to the new Google algorithm. The growing page views, my checks with relevant parties and my own research have shown to me that they ...

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