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  • Predicting the Descent of Ascent Capital and Monitronics

    Published: September 18, 2015

    ASCMAADTTYC

    Home security business Ascent Capital Group (ASCMA:US) reported 3Q earnings recently, which catalyzed an immediate 22% sell-off in the stock. Cardo Capital, the fund that originated a March 2015 short recommendation on SumZero and sat down with us for a September Q&A on the subject, continues to ...

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  • ADT's Stock Has Been Orphaned; In Need of New Home

    Published: November 08, 2012

    ADTTYCGEHONUTX

    Being relatively easy to model and owning a unique franchise with an established reputation, ADT has multiple paths to reach increased value via achievable rev. growth from the existing subscriber base and B/S recapitalization. Currently, this orphaned equity is likely mispriced due to unclear pl...

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