Ted Rosenthal of TMR Capital chats HROW, ZENV, and opportunities across small cap and special sits

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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. He elaborates on his interest in currently unprofitable but fast-growing consumer and tech companies, which have had huge drawdowns but possess viable economics for growth. More specific investment discussions include TMR's analysis and investment in Zenvia Inc., which he believes is currently undervalued and discusses the company's history, business model and the reasons behind its dramatic market cap drop. Ted also shares his perspectives on Harrow and the potential growth it can provide as a leading eye care pharmaceutical company. An illuminating conversation for those looking for off the radar investment opportunities. For more in-depth research and analysis, join us on SumZero today. https://sumzero.com/apply #valueinvesting #smallcap #midcapstocks #specialsituations00:00 Introduction and Guest Background 00:26 Ted's Investment Strategy and Market Opportunities 02:22 Deep Dive into Zenvia Inc. 05:43 Zenvia's Financials and Market Position 13:39 Zenvia's Risks and Potential Catalysts 16:02 Introduction to Harrow 16:24 Harrow's Business Model and Growth Potential 22:10 Harrow's Risks and Potential Catalysts 26:37 Closing Remarks