SumZero Headlines
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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, h
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 N
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
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 m
In this discussion, Will Thomson, Founder and CIO of Massif Capital Partner sits down with Enovix CEO Raj Talluri to break down the opportunity within ENVX.
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,
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 #mic
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 hi
DPH Capital Founder Daniel Piderit Hernandez breaks down his thesis on META, FSLR, and Latin America
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
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
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 opportun
In this interview, long-time short seller Ben Axler of Spruce Point outlines his thesis on $PERI.
Adam Wilk, CIO and Founder of Greystone Capital Management breaks down his investment thesis on one of his newest positions, Sylogist.
Chris McIntyre, CIO and Founder of McIntyre Partnerships – a small and mid cap focused value fund – walks through his theses on OneSpaWorld ($OSW) and Sphere Entertainment ($SPHR) and why he sees very asymmetric risk reward profiles on both inv
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
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 socia
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
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
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.
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 a
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
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
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 sh
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
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 intermit
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