SumZero is the world’s largest online community of professional buyside investors. We gather expert insights on specific trades and macro trends affecting the public markets.
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The Scoop is a SKOR North podcast hosted by Darren "Doogie" Wolfson from 5 Eyewitness News, who shares his inside knowledge and opinions on what's happening with the Minnesota Vikings, Twins, Timberwolves, Wild, Gophers and Lynx. Find The Scoop at SKORNorth.com.
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WLFC:US | SumZero Q2 Research Contest Winner Eric Gregg Breaks Down WLFC Investment Opportunity
36:53
36:53
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In this conversation, we have a chance to sit down with Eric Gregg, a standout contributor and top-performing analyst on the platform. Eric has shared almost 40 ideas with the SumZero community over the course of his time with us. Those ideas are outperforming their respective benchmarks by nearly 17%, on average. To review all of Eric's work, www.…
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Kendrick Perkins, Sam Mitchell, Ann Meyers Drysdale, Frank Mitchell, & Randy Mueller (ep. 430)
1:46:00
1:46:00
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With the NBA playoffs and NFL Draft right around the corner Darren 'Doogie' Wolfson sat down to chat about the latest scoops plus other notable Minnesota sports news on this latest episode. Guests include ESPN analyst Kendrick Perkins on the Timberwolves' playoff matchup against the Suns, former Wolves player and coach Sam Mitchell, Women's Basketb…
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Glen Taylor, Marc Lore & Alex Rodriguez, Ben Johnson, Adam Thielen, and Jordan Reid (ep. 429)
1:52:10
1:52:10
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A packed episode of The Scoop sees a conversation only show feature Timberwolves/Lynx owner Glen Taylor discuss the current saga surrounding the franchises, Marc Lore and Alex Rodriguez join the show to tell Doogie their side of the story and shed more light on the topic, Gophers men's basketball coach Ben Johnson chats about the transfer portal an…
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Going Global with Small-Cap Value Investing: A Discussion with Chris Waller of Plural Investing
28:40
28:40
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In this discussion, Chris Waller, founder and CIO of Plural Investing, a graduate of Oxford and the value investing program at Columbia Business School, provides insights into his approach to value investing in #smallcap stocks. Specifically, he discusses his fund strategy, which focuses on finding 7-8 significant investment ideas over a 3 to 5-yea…
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Stoic Point Capital Management discusses their approach and highlights EVLV and JBI
57:08
57:08
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57:08
SumZero had the opportunity to sit down with Raj Shah and Cullen Rose, co-founders of Stoic Point Capital Management.Stoic Point manages two concentrated strategies: Stoic Onshore/Offshore is a long/short fund focused on #small- and #midcap North American securities. Stoic Point Alpha Capital is a long-biased fund focused on unique asymmetric oppor…
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Ted Rosenthal of TMR Capital chats HROW, ZENV, and opportunities across small cap and special sits
26:56
26:56
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In this invigorating discussion, SumZero founder and CEO Divya Narendra had the opportunity to chat with Ted Rosenthal, the founder of TMR Capital. A prolific contributor to SumZero, Ted started TMR right out of college 4 years ago, and shares his insights on current opportunities in the market, and how he has positioned his fund to seize upon them…
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Interview with Iteris CEO Joe Bergera: Exploring the Future of Mobility Infrastructure Management
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51:30
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In this extensive interview, Joe Bergera, CEO of Iteris, a leader in the Smart Mobility Infrastructure Management industry, discusses various aspects of the company. Topics covered include the financial prospects of the company, the valuation metrics, their 2027 fiscal plans, and the future of the Smart Mobility Infrastructure Management Market. He…
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Josh Metellus, Max Brosmer, Louie Varland, Jay Jackson, Josh Staumont, Keegan Cook, and John Anderson (ep. 428)
2:15:25
2:15:25
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A packed to the brim episode of The Scoop sees Darren "Doogie" Wolfson get into some in-depth conversations with notable names across the Minnesota sports landscape. Guests include Minnesota Vikings safety Josh Metellus, new Gophers QB Max Brosmer, Minnesota Twins pitcher Louie Varland, new Twins reliever Jay Jackson, new Twins reliever Josh Staumo…
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Paul Molitor, Terry Ryan, Glen Perkins, Mark Coyle, and Hobie Harris (ep. 427)
1:56:37
1:56:37
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An interview only episode of The Scoop sees Doogie sit down with a handful of people close to hall of fame hopeful Joe Mauer! Firstly former Minnesota Twins manager and Cretin-Derham Hall alum Paul Molitor joins to talk Mauer, then former GM of the Twins Terry Ryan sits down with Doogie to talk about drafting Mauer. Ex-Twins pitcher Glen Perkins re…
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Emilio Pagan, Quincy Avery, and Joe Mauer (ep. 426)
1:10:00
1:10:00
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Doogie shares his latest notes on the Wolves, Wild, Vikings and more before getting into some one-on-one conversations with new Reds pitcher Emilio Pagan who recently made his departure from the Twins this offseason, WB guru and trainer Quincy Avery on Gophers QB Max Brosmer, and former Twin and Hall of Fame hopeful Joe Mauer. Learn more about your…
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Sam Mitchell, Cole Aldrich, Dean Evason, and Josh Metellus (ep. 425)
1:24:12
1:24:12
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On this episode Doogie is joined by former Timberwolves player and coach Sam Mitchell who is a big believer in the current squad, former Timberwolves center Cole Aldrich, former Minnesota Wild coach Dean Evason, and Vikings LB Josh Metellus. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Glen Taylor, Derek Falvey, and Rocco Baldelli (ep. 424)
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49:36
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It's a conversation heavy episode of The Scoop that sees some big names join Darren "Doogie" Wolfson! Minnesota Timberwolves owner Glen Taylor sits down to talk about the start of the upcoming season and go in-depth on this Wolves team. Minnesota Twins President of Operations Derek Falvey joins to share his overall thoughts on the club's season and…
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Mark Coyle, Zeke Nnaji, Mike Grant, Mo Saine, and Logan Storley (ep. 423)
1:02:41
1:02:41
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Darren 'Doogie' Wolfson shares his latest news and notes on the local sports scene before getting into guest interviews with Gophers AD Mark Coyle, NBA Champion Zeke Nnaji, Eden Prarie football coach Mike Grant, Eden Prairie senior DL Mo Saine, and Bellator MMA fighter Logan Storley. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Sandstorm Gold Ltd (SAND:US) in conversation with White Falcon Capital Management
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50:46
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In this week's episode, SumZero sits down with the CEO of Sandstorm Gold Royalties, Nolan Watson, and the Founder and Portfolio Manager of White Falcon Capital Management to talk about the Gold Royalties business, the investment case for SAND, and much more. Find more at www.sumzero.com0:00 Introduction and Disclaimer7:45 Stream vs. Royalty busines…
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Kingdom Capital Co-Founders join SumZero CEO to discuss their investments in PLCE and AMRK
34:18
34:18
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SumZero had the opportunity to sit down with David Bastian and Michael Cooper, co-founders of Kingdom Capital Advisors.KCA's#investment strategy is designed to provide investors access to their actively-managed portfolio of #smallcap and #microcap #equities. KCA concentrates its portfolio in a limited number of high-conviction value investments.For…
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Christopher Godfrey of Headwaters Capital chats TMDX, NSIT and the case for Small Caps
38:56
38:56
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SumZero had the opportunity to sit down with Christopher Godfrey, founder and managing partner of Headwaters Capital Management. HCM's #investment strategy is designed to deliver tax-efficient, long-term capital appreciation by focusing on high quality small and mid-capitalization #stocks that have the opportunity to generate durable revenue and ea…
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Josh Metellus, Jimmy Snuggerud, Jack Blatherwick, Oliver Moore, Isaiah Johnson-Arigu (ep. 422)
57:39
57:39
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Darren "Doogie" Wolfson shares his latest notes on the local Minnesota sports scene including the Vikings, Gophers, Wolves, and more before getting to conversations with a handful of guests. Featured on this episode is Vikings defensive hybrid Josh Metellus, St. Louis Blues prospect and Gophers forward Jimmy Snuggerud, renowned trainer Jack Blather…
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Derek Falvey, Sean Johnson, Doug Mientkiewicz, Luke Keaschall, Leonard Miller, Jaylen Clark, Cam Bynum, Hilary Lunke (ep. 421)
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2:14:04
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A guest heavy episode of The Scoop sees conversations with Twins President of Operations Derek Falvey, Twins VP of Amateur Scouting Sean Johnson, former Twins 1B Doug Mientkiewicz, Twins draft pick Luke Keaschall, Timberwolves rookie Leonard Miller, Timberwolves draft pick Jaylen Clark, Vikings safety Cam Bynum, Edina native and U.S. Open winner Hi…
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Sean Johnson, George Klassen, Jose Miranda, Ryan Saunders, Kristupas Keinys, and Wyatt Gilmore (ep. 420)
1:23:54
1:23:54
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Darren "Doogie" Wolfson empties out his figurative notebook with his latest on the Wolves, Twins, and other local Minnesota sports notables. Guests on this episode include Twins VP of Amateur Scouting Sean Johnson on the 2023 MLB Draft, Gophers pitcher George Klassen on the 2023 MLB Draft, Twins IF Jose Miranda on his good run with Triple-A St. Pau…
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DPH Capital Founder Daniel Piderit Hernandez breaks down his thesis on META, FSLR, and Latin America
47:56
47:56
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SumZero had the opportunity to sit down with Daniel Piderit Hernandez, founder and managing partner of DPH Capital. Daniel and DPH employ a heavily #contrarian, #fundamental approach to global equity investing.We spoke through his long thesis on META and future opportunities for monetization within the Family of Apps, as well as FSLR, a short idea …
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Bill Guerin, Lewis Cine, Brian Asamoah, Esezi Otomewo, DJ Wonnum, Josh Oliver, Brandon Powell, Ed Ingram, John Anderson, Kostas Zaltos, and Reese McCauley
1:29:28
1:29:28
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Local sports notes and more before Darren "Doogie" Wolfson welcomes on a number of guests for this packed episode of The Scoop. Guests include Wild GM Bill Guerin. Members of the Minnesota Vikngs Lewis Cine, Brian Asamoah, Esezi Otomewo, DJ Wonnum, Josh Oliver, Brandon Powell, and Ed Ingram. Gophers baseball coach John Anderson, Gophers hammer thro…
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Joel Corry, Chuck Foreman, Cris Carter, Cheryl Reeve, Tommy Novak, and Blake Baratz (ep. 418)
1:51:30
1:51:30
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Darren "Doogie" Wolfson is back with a MASSIVE episode of The Scoop where he shares his latest notes on the local sports scene before getting to conversations with guests. This show features NFL salary cap expert Joel Corry, Vikings legend Chuck Foreman who speaks on Dalvin Cook, Vikings legend and Hall of Famer Cris Carter, Minnesota Lynx GM & coa…
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Portfolio Manager Jan Martínek of Central European Capital Partners discusses ERII, Vicore, and Biovica
29:47
29:47
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00:46: Jan looks back on his ERII thesis2:38: ERII revenue growth5:07: Intro to Biovica7:47: Biomarker test for cancer detection – it's importance and accuracy9:51: Biovica Sales strategy11:49: Biovica background and basics13:05: Biovica potential15:17: Discussion around any plans for fundraising18:02: Vicore Pharma – background and opportunity21:0…
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Portfolio Mgr of DoorDarshi India Fund, Rajeev Agrawal chats CSB Bank & Ujjivan Financial Services
47:03
47:03
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In this discussion, SumZero has the opportunity to sit down with Rajeev Agrawal, Fund Manager and Managing Partner of DoorDarshi India Fund. Rajeev chats through the broader opportunity in India and then breaks down his thoughts on two opportunities – Ujjivan Financial and CSB Bank. Timestamps:5:54: India Macro7:30: Finding good management8:33: Raj…
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Derek Falvey, Ryan Saunders, Jake Irvin, Elijah Hawkins, and Drake Lindsey (ep. 417)
1:33:20
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Darren "Doogie" Wolfson shares his latest scoops and notes on the Minnesota Sports scene before welcoming on a good number of guests. Guests include Twins President of Baseball Operations Derek Falvey, Denver Nuggets Asst. Coach Ryan Saunders, Washington Nationals pitcher Jake Irvin, Gophers men's basketball commit Elijah Hawkins, and Gophers footb…
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Ben Axler, CIO of Spruce Point outlines his short thesis on Perion Network (PERI:US)
30:15
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In this interview, long-time short seller Ben Axler of Spruce Point outlines his thesis on $PERI.
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Adam Wilk, CIO of Greystone Capital Management discusses his thesis on Sylogist (SYZ:US)
38:33
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Adam Wilk, CIO and Founder of Greystone Capital Management breaks down his investment thesis on one of his newest positions, Sylogist.
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Chris McIntyre, CIO and Founder of McIntyre Partnerships discusses his thesis on $OSW and $SPHR
52:52
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Chris McIntyre, CIO and Founder of McIntyre Partnerships – a small and mid cap focused value fund – walks through his theses on OneSpaWorld ($OSW) and Sphere Entertainment ($SPHR) and why he sees very asymmetric risk reward profiles on both investments.
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Darren 'Doogie' Wolfson has a one-on-one conversation with Timberwolves and Lynx owner Glen Taylor regarding both teams and their personnel plus much more! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy SKOR North | Hubbard Radio
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Bobby Marks, Janay Sanders, Alex Kirilloff, and Randy Dobnak (ep. 415)
1:08:07
1:08:07
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Another day means another new episode of The Scoop with Darren "Doogie" Wolfson. This show is interview-only and features guests like ESPN's Bobby Marks who discusses the Timberwolves and their future, new Gopher's women's hoops guard Janay Sanders, Twins OF Alex Kirilloff on being back with the big club, and Twins P Randy Dobnak on staying ready w…
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Adam Thielen, Dennis Simmonds, and Evan Hull (ep. 414)
45:49
45:49
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Darren "Doogie" Wolfson shares his latest notes and scoops on the Wolves, Twins, Vikings and more before welcoming on guests. Guests include Panthers WR Adam Thielen, USC WR Coach & Asst. Head Coach Dennis Simmonds on Jordan Addison and Mekhi Blackmon, and Maple Grove native Evan Hull on being drafted by the Colts. Learn more about your ad choices.…
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Rick Spielman, Evan Hull, and Nash Jensen (ep.413)
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50:49
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Darren "Doogie" Wolfson is back for another episode of The Scoop that is conversations only and focuses heavy on the 2023 NFL Draft. Guests include former Vikings GM Rick Spielman who discusses everything NFL Draft and possibilities for Minnesota on draft day, former Maple Grove & Northwestern RB Evan Hull talks about the upcoming NFL Draft and his…
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