Curation by Binzy_Boi 2 months, 1 week ago for query SumZero
Original results
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https://en.wikipedia.org/wiki/SumZero — found via Wikipedia
SumZero
SumZero is an online community for professional investors (collectively referred to as the "buyside"), which hosts investment research, job opportunities
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https://en.wikipedia.org/wiki/Zero-sum_game — found via Wikipedia
Zero-sum game
Zero-sum game is a mathematical representation in game theory and economic theory of a situation that involves two competing entities, where the result
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https://en.wikipedia.org/wiki/Zero-sum_thinking — found via Wikipedia
Zero-sum thinking
Zero-sum thinking perceives situations as zero-sum games, where one person's gain would be another's loss. The term is derived from game theory. However
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https://en.wikipedia.org/wiki/Divya_Narendra — found via Wikipedia
Divya Narendra
18, 1982) is an American businessman. He is the CEO and co-founder of SumZero along with Harvard classmate Aalap Mahadevia. He also co-founded HarvardConnection
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https://en.wikipedia.org/wiki/Zero_sum_(disambiguation) — found via Wikipedia
Zero sum (disambiguation)
may also refer to: "Zero Sum" (The X-Files episode) Monthly Comic Zero Sum, a monthly shōjo manga published by Ichijinsha "Zero-Sum", a song by Nine Inch
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http://sumzero.com/team — found via Mwmbl
SumZero Team | SumZero
SumZero Team Before founding SumZero, Divya was an Associate at Sowood Capital Management, a $3.5B multi-strat hedge fund located in Boston, MA. At Sowoo…
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http://sumzero.com/content_tos — found via Mwmbl
SumZero Terms of Use For SumZero Content Subscribers | SumZero
SumZero Terms of Use For SumZero Content Subscribers SumZero, Inc provides electronic content outside of the SumZero community to subscribers and potenti…
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http://sumzero.com/pro/privacy — found via Mwmbl
SumZero Buyside Privacy Policy | SumZero
SumZero is a financial utility designed by buyside analysts for buyside analysts and other types of investors. SumZero values your privacy and is designe…
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http://sumzero.com/headlines — found via Mwmbl
SumZero Headlines | SumZero
Companies If you missed our discussion with Mohnish in early February '23, we're sharing it again here. In this wide ranging discussion, we hear about th…
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http://sumzero.com/about — found via Mwmbl
About SumZero | SumZero
About SumZero SumZero is the world's largest community of investment professionals working with the industry’s most prominent hedge funds, mutual funds a…
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http://sumzero.com/headlines/63 — found via Mwmbl
SumZero vs. Wall Street: Salesforce.com (NYSE: CRM) | SumZero
Recent SumZero Comments: "Salesforce.com is grossly overvalued. I believe that investors are overlooking a confluence of negative factors including: aggr…
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http://sumzero.com — found via Mwmbl
The World's Largest Professional Investor Community | SumZero
The world’s largest investment community Now every investor taking charge of their financial future can cut through the noise with peer-reviewed professi…
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http://sumzero.com/terms_of_use — found via Mwmbl
Terms of Use | SumZero
Terms of Use SumZero — Terms of Use SumZero, Inc and its affiliates (together, which shall be referred to as “Us,” “We,” “SumZero” or “the Company”), has…
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http://sumzero.com/news/60 — found via Mwmbl
Featured Call: Long Blackstone (NYSE: BX) Shares | SumZero
Quick Thesis The thesis for Blackstone Group is a relatively simple one. In the current low rate no return environment pension funds and endowments will …
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http://sumzero.com/news/97 — found via Mwmbl
This Is the Short Call on Facebook Targeting a $4 Share Price | …
Disclosure: The author of this report had an active position in this security at the time of its posting. (This is a highly-abbreviated version of a full…
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http://sumzero.com/headlines/8 — found via Mwmbl
Long Call on Annaly Capital | SumZero
Quick Pitch: Annaly Capital (NYSE: NLY) was founded in 1997 and has performed well through economic and interest rate cycles, unlike newer peers who larg…
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http://sumzero.com/headlines/7 — found via Mwmbl
Going Long on Spirit Airlines | SumZero
Quick Pitch: Spirit Airlines (Nasdaq: SAVE) is an ultra low cost airline with the lowest costs and best margins in the U.S. airline industry. The company…
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http://sumzero.com/headlines/48 — found via Mwmbl
Quick Pitch: Long on Sanofi (NYSE: SNY) | SumZero
Quick Thesis The market views Sanofi as a large European pharma company with a patent cliff. I believe the stock will be revalued due to the change in bu…
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http://sumzero.com/headlines/16 — found via Mwmbl
Featured Stock: Aeropostale (NYSE: ARO) | SumZero
Quick Thesis: “At a current price of $17 per share, the stock remains at an attractive entry point from a valuation perspective. The herd mentality of se…
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http://sumzero.com/headlines/42 — found via Mwmbl
Contrary Call: Sell Apple (Nasdaq: AAPL) | SumZero
Brief Investment Thesis The conventional wisdom is that Apple is a juggernaut that won’t be stopped. And so it may turn out. But it can’t be that simple.…
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http://sumzero.com/headlines/61 — found via Mwmbl
Why Xerox (NYSE: XRX) Needs to Recapitalize | SumZero
Quick Thesis: Right up front I want to disclose that I own Xerox and am thus talking my book. The long thesis for Xerox has been well-established within …
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http://sumzero.com/headlines/59 — found via Mwmbl
Featured Idea: Long on Big Lots (NYSE: BIG) | SumZero
Quick Thesis Big Lots, Inc., (NYSE: BIG) a Fortune 500 company headquartered in Ohio, is the North America’s largest broadline closeout retailer. Closeou…
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http://sumzero.com/headlines/47 — found via Mwmbl
Quick Pitch: Long on Marvell (Nasdaq: MRVL) | SumZero
Quick Pitch: Long on Marvell (Nasdaq: MRVL) Summary Marvell is a great semiconductor company with strong IP which has been hammered due to exposure to HD…
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http://sumzero.com/headlines/43 — found via Mwmbl
Quick Pitch: Long on AstraZeneca (NYSE: AZN) | SumZero
Quick Pitch: Long on AstraZeneca (NYSE: AZN) Quick Thesis 2011 has seen an increased focus on cash generation and returns within the sector, in anticipat…
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http://sumzero.com/headlines/90 — found via Mwmbl
News Around the Hedge Fund World (Week of July 9-13) | SumZero
News Around the Hedge Fund World (Week of July 9-13) SumZero News SumZero and the Value Investing Congress have launched a brand new top idea contest, th…
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http://sumzero.com/headlines/65 — found via Mwmbl
Hedge Fund Bulls Vs. Bears: Apple (Nasdaq: AAPL) | SumZero
Bull Quick Thesis Everybody knows, or thinks they know the company, but the more time I spend talking to professional investors about Apple, the more cle…
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http://sumzero.com/headlines/57 — found via Mwmbl
Featured Call: Long Microsoft (Nasdaq: MSFT) Shares | SumZero
Quick Thesis MSFT trades at 8.8x 2012 earnings ex-cash vs. 12.9x for the S&P despite far better EPS growth, margin stability, shareholder payouts, and a …
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http://sumzero.com/headlines/94 — found via Mwmbl
News Around the Hedge Fund World (Week of July 16-20) | SumZero
News Across the Hedge Fund World Learning from one’s mistakes is a central principle of investing that many greats point towards as what has driven them …
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http://sumzero.com/headlines/72 — found via Mwmbl
SIRIUS XM Radio Represents Compelling Take-Out Target | SumZero
Disclosure: The author of this idea held an active position in this security at the time of posting. Quick Thesis: Founded in 1990, SIRI is the surviving…
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http://sumzero.com/headlines/34 — found via Mwmbl
Interview: Ryan Morris (Meson Capital Partners) Part 2 | SumZero
Ryan Morris: I am not actively short them, but I don’t understand why people are valuing so many cyclical stocks like Caterpillar (NYSE: CAT) as if they …
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http://sumzero.com/headlines/87 — found via Mwmbl
Quantitative Easing (QE3) Is Imminent--Short Treasuries | SumZero
Disclosure: The author of this report had an active position in this security at the time of its posting. Quick Thesis: The Federal Reserve will resume e…
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http://sumzero.com/headlines/58 — found via Mwmbl
Emerging Theme: Go Long Shares of Tronox (OTC: TROX.PK) | SumZero
Quick Thesis Tronox emerged from Chapter 11 on Feb 14, 2011. Tronox is merging with Exxaro to form the only completely vertically integrated TiO2 produc…
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http://sumzero.com/headlines/9 — found via Mwmbl
Interview with Ben Axler (Spruce Point Capital Management) | Sum…
Brief Bio: Prior to founding Spruce Point Capital Management, Mr. Axler spent eight years as an investment banker with Credit Suisse and Barclays Capital…
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http://sumzero.com/headlines/84 — found via Mwmbl
Navistar Is a Contrarian Opportunity with Significant Upside | S…
Disclosure: The author of this report had an active position in this security at the time of its posting. Quick Thesis: While there is a general truck in…
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http://sumzero.com/headlines/82 — found via Mwmbl
Porsche Is a High-Quality, Special Situation Opportunity | SumZe…
Based on today's closing price of € 112.35 the VOW shares are worth € 16.8B while the 51% interest in Porsche AG is to be sold for € 4.5B Euros to Volksw…
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http://sumzero.com/headlines/52 — found via Mwmbl
Featured Call: Go Long Shares of Avis Budget Group (NYSE: CAR) |…
Quick Thesis CAR and the rest of the car rental industry have come a long way since coming close to death in 2009 when the sector faced rapidly declining…
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http://sumzero.com/headlines/53 — found via Mwmbl
Featured Idea Revisited: Community Shorts Green Mountain Coffee …
What the Community Said: “The patent for the K-Cup expires in 2012. This means that any competitor, Starbucks, Peet's, Nestle or even grocery stores with…
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http://sumzero.com/headlines/66 — found via Mwmbl
Exclusive with Fund Manager Chris Karlin (Aquitania Capital) | S…
Exclusive with Fund Manager Chris Karlin (Aquitania Capital) Chris Karlin is the Managing Partner of Aquitania Capital Management. Aquitania seeks to max…
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http://sumzero.com/headlines/93 — found via Mwmbl
Terex Shares Are Priced Well for a Global Construction Resurgenc…
Quick Thesis: Terex (TEX) is a leading global equipment manufacturer that is highly levered to construction and infrastructure activity. These markets ar…
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http://sumzero.com/headlines/96 — found via Mwmbl
Asbahi: "Student Transportation Is Robbing Peter to Pay Paul" | …
Disclosure: The author of this report had an active position in this security at the time of its posting. Quick Thesis: Shares of Student Transportation …
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http://sumzero.com/headlines/95 — found via Mwmbl
"Wall Street Has a “Hold” on Level 3 and You Know What That Mean…
Disclosure: The author of this report had an active position in this security at the time of its posting. Quick Thesis: Level 3 Communications did a bond…
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http://goo.gl/CW2j3i — found via Mwmbl
SumZero Takes on Seth Klarman (Baupost Group) | SumZero
Selected Quote: A margin of safety is necessary because valuation is an imprecise art, the future is unpredictable, and investors are human and do make m…
New results
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https://en.wikipedia.org/wiki/SumZero — found via Wikipedia
SumZero
SumZero is an online community for professional investors (collectively referred to as the "buyside"), which hosts investment research, job opportunities
-
https://www.sumzero.com/ — found via User
The World's Largest Professional Investor Community | SumZero
The world’s largest investment community Now every investor taking charge of their financial future can cut through the noise with peer-reviewed professio…
-
https://en.wikipedia.org/wiki/Zero-sum_game — found via Wikipedia
Zero-sum game
Zero-sum game is a mathematical representation in game theory and economic theory of a situation that involves two competing entities, where the result
-
https://en.wikipedia.org/wiki/Zero-sum_thinking — found via Wikipedia
Zero-sum thinking
Zero-sum thinking perceives situations as zero-sum games, where one person's gain would be another's loss. The term is derived from game theory. However
-
https://en.wikipedia.org/wiki/Divya_Narendra — found via Wikipedia
Divya Narendra
18, 1982) is an American businessman. He is the CEO and co-founder of SumZero along with Harvard classmate Aalap Mahadevia. He also co-founded HarvardConnection
-
https://en.wikipedia.org/wiki/Zero_sum_(disambiguation) — found via Wikipedia
Zero sum (disambiguation)
may also refer to: "Zero Sum" (The X-Files episode) Monthly Comic Zero Sum, a monthly shōjo manga published by Ichijinsha "Zero-Sum", a song by Nine Inch
-
http://sumzero.com/team — found via Mwmbl
SumZero Team | SumZero
SumZero Team Before founding SumZero, Divya was an Associate at Sowood Capital Management, a $3.5B multi-strat hedge fund located in Boston, MA. At Sowoo…
-
http://sumzero.com/content_tos — found via Mwmbl
SumZero Terms of Use For SumZero Content Subscribers | SumZero
SumZero Terms of Use For SumZero Content Subscribers SumZero, Inc provides electronic content outside of the SumZero community to subscribers and potenti…
-
http://sumzero.com/pro/privacy — found via Mwmbl
SumZero Buyside Privacy Policy | SumZero
SumZero is a financial utility designed by buyside analysts for buyside analysts and other types of investors. SumZero values your privacy and is designe…
-
http://sumzero.com/headlines — found via Mwmbl
SumZero Headlines | SumZero
Companies If you missed our discussion with Mohnish in early February '23, we're sharing it again here. In this wide ranging discussion, we hear about th…
-
http://sumzero.com/about — found via Mwmbl
About SumZero | SumZero
About SumZero SumZero is the world's largest community of investment professionals working with the industry’s most prominent hedge funds, mutual funds a…
-
http://sumzero.com/headlines/63 — found via Mwmbl
SumZero vs. Wall Street: Salesforce.com (NYSE: CRM) | SumZero
Recent SumZero Comments: "Salesforce.com is grossly overvalued. I believe that investors are overlooking a confluence of negative factors including: aggr…
-
http://sumzero.com — found via Mwmbl
The World's Largest Professional Investor Community | SumZero
The world’s largest investment community Now every investor taking charge of their financial future can cut through the noise with peer-reviewed professi…
-
http://sumzero.com/terms_of_use — found via Mwmbl
Terms of Use | SumZero
Terms of Use SumZero — Terms of Use SumZero, Inc and its affiliates (together, which shall be referred to as “Us,” “We,” “SumZero” or “the Company”), has…
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http://sumzero.com/news/60 — found via Mwmbl
Featured Call: Long Blackstone (NYSE: BX) Shares | SumZero
Quick Thesis The thesis for Blackstone Group is a relatively simple one. In the current low rate no return environment pension funds and endowments will …
-
http://sumzero.com/news/97 — found via Mwmbl
This Is the Short Call on Facebook Targeting a $4 Share Price | …
Disclosure: The author of this report had an active position in this security at the time of its posting. (This is a highly-abbreviated version of a full…
-
http://sumzero.com/headlines/8 — found via Mwmbl
Long Call on Annaly Capital | SumZero
Quick Pitch: Annaly Capital (NYSE: NLY) was founded in 1997 and has performed well through economic and interest rate cycles, unlike newer peers who larg…
-
http://sumzero.com/headlines/7 — found via Mwmbl
Going Long on Spirit Airlines | SumZero
Quick Pitch: Spirit Airlines (Nasdaq: SAVE) is an ultra low cost airline with the lowest costs and best margins in the U.S. airline industry. The company…
-
http://sumzero.com/headlines/48 — found via Mwmbl
Quick Pitch: Long on Sanofi (NYSE: SNY) | SumZero
Quick Thesis The market views Sanofi as a large European pharma company with a patent cliff. I believe the stock will be revalued due to the change in bu…
-
http://sumzero.com/headlines/16 — found via Mwmbl
Featured Stock: Aeropostale (NYSE: ARO) | SumZero
Quick Thesis: “At a current price of $17 per share, the stock remains at an attractive entry point from a valuation perspective. The herd mentality of se…
-
http://sumzero.com/headlines/42 — found via Mwmbl
Contrary Call: Sell Apple (Nasdaq: AAPL) | SumZero
Brief Investment Thesis The conventional wisdom is that Apple is a juggernaut that won’t be stopped. And so it may turn out. But it can’t be that simple.…
-
http://sumzero.com/headlines/61 — found via Mwmbl
Why Xerox (NYSE: XRX) Needs to Recapitalize | SumZero
Quick Thesis: Right up front I want to disclose that I own Xerox and am thus talking my book. The long thesis for Xerox has been well-established within …
-
http://sumzero.com/headlines/59 — found via Mwmbl
Featured Idea: Long on Big Lots (NYSE: BIG) | SumZero
Quick Thesis Big Lots, Inc., (NYSE: BIG) a Fortune 500 company headquartered in Ohio, is the North America’s largest broadline closeout retailer. Closeou…
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http://sumzero.com/headlines/47 — found via Mwmbl
Quick Pitch: Long on Marvell (Nasdaq: MRVL) | SumZero
Quick Pitch: Long on Marvell (Nasdaq: MRVL) Summary Marvell is a great semiconductor company with strong IP which has been hammered due to exposure to HD…
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http://sumzero.com/headlines/43 — found via Mwmbl
Quick Pitch: Long on AstraZeneca (NYSE: AZN) | SumZero
Quick Pitch: Long on AstraZeneca (NYSE: AZN) Quick Thesis 2011 has seen an increased focus on cash generation and returns within the sector, in anticipat…
-
http://sumzero.com/headlines/90 — found via Mwmbl
News Around the Hedge Fund World (Week of July 9-13) | SumZero
News Around the Hedge Fund World (Week of July 9-13) SumZero News SumZero and the Value Investing Congress have launched a brand new top idea contest, th…
-
http://sumzero.com/headlines/65 — found via Mwmbl
Hedge Fund Bulls Vs. Bears: Apple (Nasdaq: AAPL) | SumZero
Bull Quick Thesis Everybody knows, or thinks they know the company, but the more time I spend talking to professional investors about Apple, the more cle…
-
http://sumzero.com/headlines/57 — found via Mwmbl
Featured Call: Long Microsoft (Nasdaq: MSFT) Shares | SumZero
Quick Thesis MSFT trades at 8.8x 2012 earnings ex-cash vs. 12.9x for the S&P despite far better EPS growth, margin stability, shareholder payouts, and a …
-
http://sumzero.com/headlines/94 — found via Mwmbl
News Around the Hedge Fund World (Week of July 16-20) | SumZero
News Across the Hedge Fund World Learning from one’s mistakes is a central principle of investing that many greats point towards as what has driven them …
-
http://sumzero.com/headlines/72 — found via Mwmbl
SIRIUS XM Radio Represents Compelling Take-Out Target | SumZero
Disclosure: The author of this idea held an active position in this security at the time of posting. Quick Thesis: Founded in 1990, SIRI is the surviving…
-
http://sumzero.com/headlines/34 — found via Mwmbl
Interview: Ryan Morris (Meson Capital Partners) Part 2 | SumZero
Ryan Morris: I am not actively short them, but I don’t understand why people are valuing so many cyclical stocks like Caterpillar (NYSE: CAT) as if they …
-
http://sumzero.com/headlines/87 — found via Mwmbl
Quantitative Easing (QE3) Is Imminent--Short Treasuries | SumZero
Disclosure: The author of this report had an active position in this security at the time of its posting. Quick Thesis: The Federal Reserve will resume e…
-
http://sumzero.com/headlines/58 — found via Mwmbl
Emerging Theme: Go Long Shares of Tronox (OTC: TROX.PK) | SumZero
Quick Thesis Tronox emerged from Chapter 11 on Feb 14, 2011. Tronox is merging with Exxaro to form the only completely vertically integrated TiO2 produc…
-
http://sumzero.com/headlines/9 — found via Mwmbl
Interview with Ben Axler (Spruce Point Capital Management) | Sum…
Brief Bio: Prior to founding Spruce Point Capital Management, Mr. Axler spent eight years as an investment banker with Credit Suisse and Barclays Capital…
-
http://sumzero.com/headlines/84 — found via Mwmbl
Navistar Is a Contrarian Opportunity with Significant Upside | S…
Disclosure: The author of this report had an active position in this security at the time of its posting. Quick Thesis: While there is a general truck in…
-
http://sumzero.com/headlines/82 — found via Mwmbl
Porsche Is a High-Quality, Special Situation Opportunity | SumZe…
Based on today's closing price of € 112.35 the VOW shares are worth € 16.8B while the 51% interest in Porsche AG is to be sold for € 4.5B Euros to Volksw…
-
http://sumzero.com/headlines/52 — found via Mwmbl
Featured Call: Go Long Shares of Avis Budget Group (NYSE: CAR) |…
Quick Thesis CAR and the rest of the car rental industry have come a long way since coming close to death in 2009 when the sector faced rapidly declining…
-
http://sumzero.com/headlines/53 — found via Mwmbl
Featured Idea Revisited: Community Shorts Green Mountain Coffee …
What the Community Said: “The patent for the K-Cup expires in 2012. This means that any competitor, Starbucks, Peet's, Nestle or even grocery stores with…
-
http://sumzero.com/headlines/66 — found via Mwmbl
Exclusive with Fund Manager Chris Karlin (Aquitania Capital) | S…
Exclusive with Fund Manager Chris Karlin (Aquitania Capital) Chris Karlin is the Managing Partner of Aquitania Capital Management. Aquitania seeks to max…
-
http://sumzero.com/headlines/93 — found via Mwmbl
Terex Shares Are Priced Well for a Global Construction Resurgenc…
Quick Thesis: Terex (TEX) is a leading global equipment manufacturer that is highly levered to construction and infrastructure activity. These markets ar…
-
http://sumzero.com/headlines/96 — found via Mwmbl
Asbahi: "Student Transportation Is Robbing Peter to Pay Paul" | …
Disclosure: The author of this report had an active position in this security at the time of its posting. Quick Thesis: Shares of Student Transportation …
-
http://sumzero.com/headlines/95 — found via Mwmbl
"Wall Street Has a “Hold” on Level 3 and You Know What That Mean…
Disclosure: The author of this report had an active position in this security at the time of its posting. Quick Thesis: Level 3 Communications did a bond…
-
http://goo.gl/CW2j3i — found via Mwmbl
SumZero Takes on Seth Klarman (Baupost Group) | SumZero
Selected Quote: A margin of safety is necessary because valuation is an imprecise art, the future is unpredictable, and investors are human and do make m…