SumZero
@SumZero
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15+ year old social network offering actionable investment opportunities from professional investors, daily. Fund Marketplace – source, track, invest. DYODD.
New York, NY
Joined January 2012
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Pinned Tweet
Eric Gregg, Founder and CIO of Four Tree Island Advisory won our recent Investment Competition that took place over the course of Q2. His thesis on $WLFC was the top rated idea across the community.
We had a chance to sit down with Eric to discuss this in greater detail 👇
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$500000
#Bitcoin
? Tyler Winklevoss sums up the thesis for a $1T market cap on the
#cryptocurrency
. SumZero members, check your inboxes: you have first access to this exclusive interview with
@Gemini
’s founders
@tyler
and
@cameron
in conversation with
@DivyaNarendra
.
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There's nothing new about bubbles or irrational exuberance. They tend to follow a certain trajectory:
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"The world is not driven by greed, it’s driven by envy."
– Charlie Munger
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Busy editing this podcast with
@gemini
’s
@tyler
and
@cameron
Winklevoss discussing
#bitcoin
,
#Ethereum
,
#blockchain
, and the future of
#cryptocurrency
with our CEO
@DivyaNarendra
.
If you’re NOT a SumZero member, now’s the time to join us.
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Register with the link below for next week's conversation featuring
@DivyaNarendra
and
@MohnishPabrai
! Space is limited. $FB $META
#Investing
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NEXT WEEK... SumZero CEO
@DivyaNarendra
will be talking live with legendary value investor and author
@MohnishPabrai
. Details and registration information to follow.
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This write-up on the $KODK deal is absolutely searing.
We've been assaulted by three brutal grifts in just the past week ... three smacks from Bobo and his bag of oranges.
Here's chapter 1 - the ludicrous crony capitalism of the US gov't giving Kodak $765 million for "pharmaceutical supply production".
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Because we’re incredibly
@overbooked
for the
@DivyaNarendra
and
@MohnishPabrai
Zoom this Wednesday, we will stream the audio to Twitter Spaces. Sadly, due to audience size, we will not be able to take questions.
Set a reminder for our upcoming Space!
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Shots fired. 😂😂😂
"Top hedge fund was long $GME. Bottom was short $GME. Remember, nobody builds generational wealth shorting meme stocks with massive short interest during one of the most bull markets in history."
Good Morning Everyone! This year the S&P is up 29% and only 3 hedge funds outperformed it. Rich people paid 2&20 fees to have their money lost in fancy ways.
Especially the last guy…
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In time for your August beach reading, a complete anthology of exclusive investor interviews with
@JohnHuber72
,
@mjmauboussin
,
@MohnishPabrai
,
@AswathDamodaran
,
@RoyceFunds
,
@GreenhavenRoad
, etc.
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We had a great time watching
@MohnishPabrai
ask
@DivyaNarendra
some tough questions about $META $FB: thanks to all who attended on Zoom and
@TwitterSpaces
.
We're editing the video and will post to YouTube next week, so subscribe there and follow us here.
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@morganhousel
We liked your quote so much that we framed it. Would love to have your research on our site.
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"The dominoes are starting to fall, and eventually it is going to be a central bank, some very smart companies, a country is going to take a huge position in Bitcoin and talk about it." –
@Tyler
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We're rapidly reaching capacity for next week's exclusive Zoom conversation between
@DivyaNarendra
and
@MohnishPabrai
, so register now. The topic is $FB $META.
#Facebook
#Metaverse
#investing
#stocks
#stockmarketindia
#TheSocialNetwork
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REMINDER: Top Stocks for 2021
#Contest
kicks on Monday, December 7th. In the meantime, here's a spotlight on contest judge
@MohnishPabrai
, who was also the subject of one of this year's most popular interviews:
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Video from last week's conversation between
@MohnishPabrai
and
@DivyaNarendra
about Meta and the future of $FB is now live on YouTube.
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SumZero's annual Top Stocks competition kicks off on Monday 12/6/2021. We have some GREAT prizes this year and stellar judges – like this guy – returning to pick ideas for 2022.
@MohnishPabrai
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😳🔥🔥🔥
@Josh_Young_1
's idea long $SD is up >800% since November 2020, when the stock was trading at $1.72.
Still room to run? Yep: see the report here ⬇️
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OUT NOW:
Everything you always wanted to know about
@MohnishPabrai
's lunch with
@WarrenBuffett
,
#investing
strategy, and
#stocks
in Turkey but were afraid to ask, as told to
@DivyaNarendra
.
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Always a blast getting to connect,
@MohnishPabrai
– thank you as always for your time.
For those who missed the conversation live, check it out below:
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SumZero is excited to announce the results of Top Stocks 2020! This year, winners & finalists from 5 countries submitted research across 6 categories, judged by a panel of 30+ allocators and veteran PMs.
Check out the PDF here:
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NOW OPEN: SumZero Top Stocks 2023 + Rising Stars
#Investment
Challenge, sponsored by
@mewe
To ANY investor looking for broader exposure for their work and an opportunity to
#network
with more investors–this competition, is for you.
More details in 🧵👇:
#SumZeroTopStocks2023
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"“You have to look at what is causing the market to reach all-time highs,” said Carson Block, founder of
@muddywatersre
and one of the industry’s best-known short-sellers. “It is most definitely not that humanity is at our all-time greatest state.”"
Disappearing Shorts: as Stocks Soar, Skeptics Surrender - U.S. News & World Report
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Leronlimab, AKA Pro 140, is an artificial antibody - specifically a CCR5 receptor antagonist - originally developed as a possible HIV treatment. Unsure what the MOA is in
#COVID19
cases, but it seems to have worked for this woman.
$OTCQB:CYDY
#Leronlimab
#Pro140
#pharma
Tear jerking interview with a patient who's life was (likely) saved by Leronlimab.
$CYDY
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To the fairly endless stream of junior analysts who ask us if we'll remove their ideas from SumZero b/c they're "down 10% and worried about the optics":
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Following $JD's recent 15% slide? SumZero recently sat down with
@ShawSpring
Partners for a comprehensive discussion on and China's shifting e-commerce landscape:
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"Being in charge for other people’s money is heavy responsibility. But that doesn’t mean you have to wear a bow tie and go around quoting Warren Buffet all day. I think it’s possible to take your work seriously, without being a ‘serious’ person."
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@SumZero
is pleased to host an exclusive interview featuring Dr. Raj Talluri, CEO of Enovix $ENVX, interviewed by William Thomson, Managing Partner and Portfolio Manager of
@massifcap
September 27 at 12:00pm EST. Be sure to register in advance, below:
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Long on $VVI by
@ArtkoCapital
is this week's Top Idea on SumZero. "Compounder biz units w/ hard catalyst and 100% upside in 2 years":
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Votes are in for SumZero's Top Stocks 2024.
Now be sure to join us on February 8th as we get to hear directly from the winners (6 investment pitches) as well as guest discussions with
@MohnishPabrai
,
@tyler
,
@cameron
and Chris VanSant, COO of the
@allsecure_
Registration 👇
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Presenting the Top Stocks for 2019: $FB $SATS $LBTYA $EXEL $TRUP $TLRD $SLM
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SZ member Marc Rubinstein (Fordington Advisors) "$KKR is trading around the same price it was 4 years ago. Over that time AUM is up 60% signalling higher earnings power. We believe what the market is missing is the large increase in earnings that will come..." Price Target: $32
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1/2 Thread: 🧵Great video from New Money featuring SumZero CEO
@DivyaNarendra
discussing his thesis long $FB, how Meta handles existential threats, and the importance of AI and the metaverse.
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Thanks again to
@MohnishPabrai
for joining us in early Feb at our annual Investor Summit. An incredibly fun and insightful convo, as always.
We touched on
#Turkey
, $META,
#coal
, $ABG, $MSFT, conversations with Bill Gates, Charlie Munger and much more!
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This is insane. Absolute must-read on $ENOB.
Miracle Cures and Murder For Hire: How A Spoon-Bending Turkish Magician Built A $600 Million Nasdaq-Listed Scam Based On A Lifetime Of Lies
Enochian Biosciences, Inc. (NASDAQ:ENOB)
@HindenburgRes
#activistshorts
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@tylerwinklevoss
The Internet in 1996 really was a new frontier. It was incredibly freeing. People don't appreciate how grounded it was in a DIY, libertarian ethos.
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Earlier this month we had the opportunity to sit down with longtime SZ member,
@MohnishPabrai
in a wide ranging interview touching on
#investments
in $RYSAS, $BAM, position sizing and concentration, Big Tech and how
#ChatGPT
(and others) might disrupt the space and much more.
👇
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For those that missed our conversation with
@MohnishPabrai
in early Feb, or prefer to listen in on conversations via $SPOT, we've uploaded the discussion there as well. Link 👇
Thanks again
@MohnishPabrai
!
Earlier this month we had the opportunity to sit down with longtime SZ member,
@MohnishPabrai
in a wide ranging interview touching on
#investments
in $RYSAS, $BAM, position sizing and concentration, Big Tech and how
#ChatGPT
(and others) might disrupt the space and much more.
👇
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Long on $YELP by one of the consistently top rated analysts on SZ:
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A deep-dive on vetting mgmt w/
@IntrinsicInv
and
@ToddWenning
: "The big disconnect we see is that investors too often behave as if businesses are interchangeable, mechanical systems that you can distill down using standard metrics" $FRC $SBUX $SCHW
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Most egregious valuation mistake? Comp analysis "Any time you use a multiple comparable you’re not valuing the company, you’re pricing."
@AswathDamodaran
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The results are finally in from our recent SMid Cap Contest. The 15 person judges panel reviewed 70+ ideas, winners below:
1. $JBI – Cullen Rose,
@stoic_point
2. $ATKR – Eric Gregg, FTIA
3. $PLCE (tie) – David Bastian,
@kingdomcapadv
4. $ICAD (tie) – Bill Fogel, DV Advisors
Plenty of big names in the news today - $TSLA, $NFLX, $UAL, $LVS, etc
We won’t regurgitate the news on those, but if you’re looking for some oppty’s with less coverage, we can give you that.
Another 70+ NEW reports hit
@SumZero
over the past few weeks. All OPEN ACCESS atm
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Long $DXLG by
@ArtkoCapital
is this Week's Top Idea. Access unlocked for all Buyside/Allocator members:
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Cool video on activist short selling featuring
@muddywatersre
.
Every time a short seller publishes they are managing many different risks...
@muddywatersre
explains why technical driven price movements and squeezes having nothing to do with validity of the report can be the biggest risks of all.
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Tomorrow at noon est, we host Dr. Raj Talluri, CEO of Enovix $ENVX, interviewed by long time SZ member, William Thomson, Portfolio Manager of
@massifcap
Registration 👇🏼
@SumZero
is pleased to host an exclusive interview featuring Dr. Raj Talluri, CEO of Enovix $ENVX, interviewed by William Thomson, Managing Partner and Portfolio Manager of
@massifcap
September 27 at 12:00pm EST. Be sure to register in advance, below:
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Barron's profiles SumZero and Top 5 Analysts of 2016. Thnx to
@barronsonline
and
@lesliebarrons
for unlocked URL:
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"...there is one exception to the general rule of earnings growth being a drag on deep value returns: during recoveries from recessions, value stocks grow like growth stocks, as we’ve shown both in Japan and Europe." –
@verdadcap
(thanks
@Greenbackd
)
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New idea SHORT $RIVN just posted to SumZero.
"We are skeptical that Rivian’s IPO will deliver for investors. Investors shouldn’t buy a stock just because it’s in a hot sector."
BREAKING: Rivian now 3rd largest car maker in the world by market cap without having sold a single car.
ALSO BREAKING: Every Wall Street analysts model.
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Green Mountain Capital's insightful recent SumZero pitch on $AMT is featured in this week's
@barronsonline
#ViewfromTheBuyside
."
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This reasoning - “I’m concerned, because it suggests that there is something systemically wrong with the options trading on this stock” - might sound a bit like “nobody beats da house!” to those investing/trading $GME.
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An exceptional dialogue on the importance of having skin in the game (something we think is essential to writing good research). Thx to
@nntaleb
and
@TMFStoffel
(whole transcript is excellent).
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Wild:
@chamath
considering... well, not sure there’s a term for it yet, but this did make its way on to
#WallStreetBets
. See for yourself. 👇👇👇👇
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Killer video by
@GWInvestors
on $EXOR , covering $RACE $FCAU assets. Similarities to $BRK and $MKL.
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The U.S. was also "not expecting" a pandemic to shut down the country.
WH PRESS SEC. PSAKI: THE US IS NOT EXPECTING FOOD SHORTAGE AT HOME.
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"...why do the (prices) fluctuate so widely when values can’t possibly? I will tell you the answer I have come up with: The answer is I don’t know and I don’t care."
– Joel Greenblatt
The most practical investing "book" I've ever read is unequivocally Joel Greenblatt's audited class notes from his special situations investing class at Columbia
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A number of brilliant (and unexpected) insights on how to get a job at a Fund by long-time SZ member Mohnish Pabrai:
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ONE WEEK LEFT: SumZero's Top Stocks 2024 Investment Competition.
Join the competition.
Winners invited to pitch their idea at our Virtual Investor Summit in Feb alongside
@MohnishPabrai
,
@tyler
,
@cameron
and our guest of honor, Chris VanSant and the All Secure Foundation
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This aged poorly.
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SumZero's second podcast episode is out! Listen to Artem Fokin mount the bull case for $BUR:LN and tackle thorny allegations within the
@muddywatersre
report. Stay tuned for part two in the Burford story next week.
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"Limiting your concept of a “good” CEO to the Outsider archetype can lead to you missing out on opportunities in companies on their way to establishing or dramatically widening their moats." via
@IntrinsicInv
and
@ToddWenning
$AAPL $TSLA
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Interesting that
@RobinhoodApp
would halt trading on
@GameStop
and other retailers but not on
@Tesla
or many of the other bubbleicious names in the market right now.
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@SDinwiddie_25
Never seen a team get beaten on the court and then again on Twitter but
@SDinwiddie_25
is a man of no small talent.
#Burn
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Chris Karlin
@Aquicap
walking us through his pitch on $DNP.LI right now!
Congrats to
@Aquicap
for winning our Ex US category with his idea on $DNP.WA (Dino Polska).
"An exceptional compounder with a differentiated business model and culture with a long runway of growth ahead and run by an owner-operator with a strong track record of execution"
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Solid perspective on $TRIP by top-ranked member
@GWInvestors
. Summary via
@barronsonline
(full pitch on SZ):
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If you've been curious about the "investment baskets" on SumZero, here's a quick overview by
@jrosenfeld13
of how
@Crowdcent
is training a
#MachineLearning
algo with SZ ideas to build investment portfolios. For more, login or sign up for a trial at SumZero.
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Tracking $KLAC and $MU's recent stumble? SumZero recently interviewed a top-ranked manager on $MU, memory price cyclicality, and the impact of the trade war:
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From now until Friday 10/15, SumZero will be Open Access, allowing visibility of ALL ideas to anyone with a login.
We invite you to return, see new features, and read ideas from our professional buyside contributors.
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"The ability to survive through years of not raising money despite great performance – that indicates to us that the manager has a true passion for investing, is able to live simply, and has the kind of grit we like to see." via
@kapurnickus
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NEW --
SumZero CEO
@DivyaNarendra
on $FB, Meta's DNA in exclusive interview with
@bkaellner
: check it out here
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Thanks to everyone who joined
@DivyaNarendra
and
@CorneliaLake
on today’s Zoom presentation on $KPLT: we’re editing the video and will have it posted to YouTube by Friday! Judd’s idea long $KPLT is currently open access on SumZero: anyone with a login can see it.
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Sincere congrats to our friends
@GeminiDotCom
,
@tylerwinklevoss
,
@winklevoss
on this milestone partnership w/ $CBOE
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"We don't get paid for activity, just for being right. As to how long we'll wait, we'll wait indefinitely."
– Warren Buffett
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The [surprisingly bright] future of
#Obamacare
under a Trump presidency. $HCA long thesis by
@Valuetrap13
#ACA
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If there's a better
#earnings
thread than this, we haven't seen it.
Tesla has grown its revenue 42%, beat earnings expectations and is still long Dogecoin.
Things haven’t gone so well for the megabanks.
And Netflix numbers were only half as bad as investors feared.
Here’s what happened in the first week of earnings season:
Time for a 🧵
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One month after Muddy Waters' public attack on $BUR:LN, SumZero's biggest bull on the name issues his formal 68-page rebuttal. We are pleased to offer exclusive access to the Executive Summary below:
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1st
#cryptocurrency
Hedge Fund just listed on SZ Cap Intro: -- take a look,
@GeminiDotCom
@winklevosscap
@tylerwinklevoss
@winklevoss
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