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.
…
continue reading
1
Javier Lopez Bernardo of BrightGate Capital Discusses Why NBN is A Credit Fund Disguised as A Bank
35:23
35:23
Play later
Play later
Lists
Like
Liked
35:23
In this episode, we welcome Javier Lopez Bernardo from BrightGate Capital to discuss Northeast Bank (NBN), a regional bank in Maine. Javier delves into his background, the philosophy and strategies of BrightGate Capital, and shares insights into why NBN:US caught their attention. They discuss the unique business model of NBN, which operates like a …
…
continue reading
1
WLFC:US | SumZero Q2 Research Contest Winner Eric Gregg Breaks Down WLFC Investment Opportunity
36:53
36:53
Play later
Play later
Lists
Like
Liked
36:53
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.…
…
continue reading
1
Going Global with Small-Cap Value Investing: A Discussion with Chris Waller of Plural Investing
28:40
28:40
Play later
Play later
Lists
Like
Liked
28:40
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…
…
continue reading
1
Stoic Point Capital Management discusses their approach and highlights EVLV and JBI
57:08
57:08
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
Ted Rosenthal of TMR Capital chats HROW, ZENV, and opportunities across small cap and special sits
26:56
26:56
Play later
Play later
Lists
Like
Liked
26:56
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…
…
continue reading
1
Interview with Iteris CEO Joe Bergera: Exploring the Future of Mobility Infrastructure Management
51:30
51:30
Play later
Play later
Lists
Like
Liked
51:30
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…
…
continue reading
1
Sandstorm Gold Ltd (SAND:US) in conversation with White Falcon Capital Management
50:46
50:46
Play later
Play later
Lists
Like
Liked
50:46
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…
…
continue reading
1
Kingdom Capital Co-Founders join SumZero CEO to discuss their investments in PLCE and AMRK
34:18
34:18
Play later
Play later
Lists
Like
Liked
34:18
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…
…
continue reading
1
Christopher Godfrey of Headwaters Capital chats TMDX, NSIT and the case for Small Caps
38:56
38:56
Play later
Play later
Lists
Like
Liked
38:56
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…
…
continue reading
1
DPH Capital Founder Daniel Piderit Hernandez breaks down his thesis on META, FSLR, and Latin America
47:56
47:56
Play later
Play later
Lists
Like
Liked
47:56
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 …
…
continue reading
1
Portfolio Manager Jan Martínek of Central European Capital Partners discusses ERII, Vicore, and Biovica
29:47
29:47
Play later
Play later
Lists
Like
Liked
29:47
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…
…
continue reading
1
Portfolio Mgr of DoorDarshi India Fund, Rajeev Agrawal chats CSB Bank & Ujjivan Financial Services
47:03
47:03
Play later
Play later
Lists
Like
Liked
47:03
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…
…
continue reading
1
Ben Axler, CIO of Spruce Point outlines his short thesis on Perion Network (PERI:US)
30:15
30:15
Play later
Play later
Lists
Like
Liked
30:15
In this interview, long-time short seller Ben Axler of Spruce Point outlines his thesis on $PERI.
…
continue reading
1
Adam Wilk, CIO of Greystone Capital Management discusses his thesis on Sylogist (SYZ:US)
38:33
38:33
Play later
Play later
Lists
Like
Liked
38:33
Adam Wilk, CIO and Founder of Greystone Capital Management breaks down his investment thesis on one of his newest positions, Sylogist.
…
continue reading
1
Chris McIntyre, CIO and Founder of McIntyre Partnerships discusses his thesis on $OSW and $SPHR
52:52
52:52
Play later
Play later
Lists
Like
Liked
52:52
Chris McIntyre, CIO and Founder of McIntyre Partnerships – a small and mid cap focused value fund – walks through his theses on OneSpaWorld ($OSW) and Sphere Entertainment ($SPHR) and why he sees very asymmetric risk reward profiles on both investments.
…
continue reading
1
Legendary value investor Mohnish Pabrai on Reysas, Position Sizing, Big Tech, ChatGPT and more
1:03:18
1:03:18
Play later
Play later
Lists
Like
Liked
1:03:18
In a wide ranging discussion with legendary value investor Mohnish Pabrai, we hear about his investments in Reysas, Brookfield, his thoughts on position sizing and concentration as well as Big Tech and how ChatGPT (and others) might disrupt the space.For more access to investment discussions and actionable investment research, join the SumZero inve…
…
continue reading
1
MeWe CEO Jeffrey Edell & Nural Capital Co-Founder Rabia Iqbal chat on Web 3, Polkadot, Aptos
39:47
39:47
Play later
Play later
Lists
Like
Liked
39:47
Jeffrey Edell, former chairman of Myspace, is the CEO of MeWe, a social platform with over 20 million users worldwide. MeWe is in the process of transitioning to a decentralized model built on Polkadot and will soon be the world's largest social platform built on the blockchain. Rabia Iqbal is the founder of Nural Capital, a crypto-focused fund of …
…
continue reading
1
Mettler–Toledo International ($MTD): Never Sell? Roli Saxena, founder of Drona Capital, discusses
47:11
47:11
Play later
Play later
Lists
Like
Liked
47:11
In this fascinating conversation, we learn from Roli Saxena, Founder of Drona Capital, how she finds companies that she can invest in and hold ... forever. Drona Capital is a long-only equity fund, seeking to invest in high-quality businesses available at a discount to their intrinsic value. Investment decisions are based on the company's historica…
…
continue reading
1
White Falcon Capital PM is long Diversey Holdings, Ltd. (DSEY) and EPAM Systems, Inc. (EPAM)
45:10
45:10
Play later
Play later
Lists
Like
Liked
45:10
Balkar Sivia is the founder of White Falcon Capital Management. The fund's mission is to compound capital on a risk adjusted basis with a value investing philosophy drawing inspiration from the teachings of Warren Buffett and Charlie Munger. In this interview, Balkar discusses his zero management fee structure and goes in depth on Diversey Holdings…
…
continue reading
1
Renowned value investor Guy Spier discusses his biggest mistake, India Energy Exchange, and more.
1:09:54
1:09:54
Play later
Play later
Lists
Like
Liked
1:09:54
In a wide ranging discussion with legendary value investor Guy Spier, we hear about his biggest mistake, why he is fascinated by rating agencies, his positions in India Energy Exchange and Care Ratings and his current thoughts on Credit Suisse.For more access to investment discussions and actionable investment research, join the SumZero investment …
…
continue reading
1
Is China Still Uninvestable? A conversation with Navis Jockey Fund
51:50
51:50
Play later
Play later
Lists
Like
Liked
51:50
SumZero recently sat down with Hugh Dyus of Navis Jockey fund to follow up on our conversation with him regarding investments in China from 7 months back. Mr. Dyus is a Partner of Navis focused on listed equity investment and fund management activities. He is the Portfolio Manager and an Investment Committee member for Navis’ listed equity funds. H…
…
continue reading
1
Statera Capital on Commercial Litigation Finance
35:35
35:35
Play later
Play later
Lists
Like
Liked
35:35
This week, we are joined by Andy Woltman and Chip Hodgkins, co-founders of Statera Capital, to discuss their private approach to commercial litigation finance. As previously covered on SumZero Headlines, litigation finance is a mature industry in Western Europe and Australia and growing rapidly in the US. With only 25% penetration in the US and ove…
…
continue reading
1
Ben Griffith (Miri Capital Management) on Emerging Markets Investing
31:26
31:26
Play later
Play later
Lists
Like
Liked
31:26
Ben Griffith of Miri Capital Management covers names you have probably never heard of in regions most investors shy away from. Over years of refining his strategy, Griffith has developed his own brand of friendly activist investing for emerging markets like Turkey, Bangladesh, Poland, and Vietnam to name a few. Where most investors see deficiencies…
…
continue reading
1
Warren Fisher (Manole Capital Management) on Digital Payments
42:30
42:30
Play later
Play later
Lists
Like
Liked
42:30
This week, we are excited to share a conversation with Warren Fisher, Founder/PM of Manole Capital Management on the digital payment tools and digital asset exchanges reshaping the commerce and banking landscapes. Contactless payment, online shopping, and buy-now-pay-later are all fintech concepts that exploded during the COVID-19 pandemic with no …
…
continue reading
1
Eric Gregg (Four Tree Island Advisory) on Semiconductors & WFE
34:51
34:51
Play later
Play later
Lists
Like
Liked
34:51
This week, we sat down with Eric Gregg, founder/PM of Four Tree Island Advisory to get into the nuts and bolts of semiconductors and wafer fabrication equipment (WFE). Although WFE is less followed and certainly less research, Gregg encourages active investors to pay attention to these underlying semi components and their manufacturers. Increased c…
…
continue reading
1
Scott Preston (Maven Group LLC) on GameStop
29:56
29:56
Play later
Play later
Lists
Like
Liked
29:56
This week, we sat down with Scott Preston, founder and CEO of Maven Group LLC, to dissect the GameStop saga and provide the fundamentally-driven narrative not being covered by major media outlets. According to Preston, who has held GME intermittently over the past decade, GameStop is a sound business with several growth opportunities and innovative…
…
continue reading
1
Gary Brode (Deep Knowledge Investing) on Hospitals, COVID-19, and the Supreme Court
41:58
41:58
Play later
Play later
Lists
Like
Liked
41:58
This week, we sat down with Gary Brode of Deep Knowledge Investing to unpack his HCA thesis amidst an ongoing pandemic and the Supreme Court confirmation of Amy Coney Barrett. How are HCA revenues up with hospital admissions and ER visits down? Brode discusses the joint catalysts of increased patient acuity and imminent changes to the Affordable Ca…
…
continue reading
1
Will Thomson (Massif Capital) on Uranium & the Future of Nuclear Energy
40:49
40:49
Play later
Play later
Lists
Like
Liked
40:49
This week, we are pleased to share a conversation on the uranium opportunity with SumZero's #2 Energy Analyst, Will Thomson. Prior to founding Massif Capital in 2016, Thomson worked as a strategic adviser for NATO in Afghanistan and earned his Masters in Government from Harvard. In today's conversation, we discuss the political, environmental, and …
…
continue reading
1
Ken Londoner (BioSig Technologies) on Biotech Solutions in Signal Processing
37:32
37:32
Play later
Play later
Lists
Like
Liked
37:32
…
continue reading
1
Brian Finn (FIN Capital) on Behavioral Bias in the Stock Market
36:45
36:45
Play later
Play later
Lists
Like
Liked
36:45
…
continue reading
1
Permian Capital & WealthMark LLC on Bitcoin and Other Digital Assets
46:07
46:07
Play later
Play later
Lists
Like
Liked
46:07
Last week, we discussed the strengths and weaknesses of Bitcoin with crypto funds, Permian Capital Management and WealthMark LLC. Josh Kernan and Ian Del Balso of Permian Capital introduce several other digital assets & technologies including Basic Attention Token (BAT) and the Brave browser, which sits atop the Ethereum blockchain. With over 10M m…
…
continue reading
1
Brian Oh (Saiga Capital) on Online Gaming & Sea Ltd.
36:36
36:36
Play later
Play later
Lists
Like
Liked
36:36
This week, we discuss a Singaporean stock capturing major investor attention, Sea Ltd. and growth opportunities in the online gaming sector. Brian Oh, founder/PM of Saiga Capital, focuses exclusively on gaming equities and shares his macro insights and top picks headed into 2020.
…
continue reading
1
Montreux Capital on UK Healthcare and Brexit-Related Risks
23:33
23:33
Play later
Play later
Lists
Like
Liked
23:33
This week, we are joined by Oliver Harris and his team at UK-based Montreux Capital to discuss their specialist healthcare portfolio and the sector-wide implications of Brexit proposals on labor, tax code, and immigration.
…
continue reading
1
Peter Galgay (Amitell Capital) on Burford vs. IMF Bentham
42:21
42:21
Play later
Play later
Lists
Like
Liked
42:21
Peter Galgay, CIO of Amitell Capital, joins us to take up the other side of the ongoing Burford Capital debate. Galgay and his team have spent years researching litigation finance as an asset class and are invested in a close competitor, IMF Bentham. Galgay draws comparisons between IMF and Burford and outlines investors' discomfort with Burford ac…
…
continue reading
1
Artem Fokin (Caro-Kann Capital) on Burford Capital
47:45
47:45
Play later
Play later
Lists
Like
Liked
47:45
Artem Fokin of Caro-Kann Capital responds publicly to the Muddy Waters case against Burford Capital, as one of the most vocal bulls on the name. He unpacks all salient claims - from accounting irregularities to ethical concerns which have resulted in a 50% price drop since early August.
…
continue reading
1
Albert Meyer (Bastiat Capital) on General Electric
38:37
38:37
Play later
Play later
Lists
Like
Liked
38:37
SumZero’s CEO Divya Narendra sits down with Albert Meyer of Bastiat Capital to parse Harry Markopolos’ fraud claims against GE and his insights on the stock from a forensic accounting perspective.
…
continue reading