A new report from Spruce Point Capital Management CIO Ben Axler targets Stryker Corp. (NYSE: SYK), a $118 billion market cap medical technology company. SYK shares were down nearly 20% before recovering in mid-afternoon trading ..read more

An article in the Wall Street Journal this Wednesday touched on Amazon (Nasdaq: AMZN) and the e-commerce company’s announcement that it will be entering the commercial space market. The company plans to launch thousands of commercial satellites to provide broadband internet access globally and take on Elon Musk’s StarLink. Last May, Amazon’s founder and former chief executive Jeff Bezos said the company would spend over $10 billion on the project ..read more

Social media naturally exploded this morning when it was revealed that Tesla’s (NASDAQ: TSLA) founder had taken a 9% stake in Twitter (NASDAQ: TWTR ..read more

The SumZero team interviews the co-PMs of New American Energy on the renewables landscape and what comes next for wind, solar, hydrogen, and electric vehicles. Walter Nasdeo and Nicholaus Rohleder share their view on Biden's policies, the semiconductor shortage, and the case for hydrogen ..read more

SumZero analyzes the key points of Biden's $2T infrastructure proposal and what it might mean for steel, basic materials, transportation, wind energy, and industrials. Featured managers include: Will Keaten (Plaisance Capital), Josh Strauss (Pekin Hardy Strauss), Greg Royce (Maximus LS Equity Fund), Jake Miller, and Nick Stone (Airacobra Capital ..read more

The SumZero Cap Intro team is pleased to share results and key findings from our 2021 Allocator Survey. In this report, we touch on the measured rise of ESG and single-asset deals as well as the market exuberance and high valuations which make investors wary of the months ahead ..read more

SumZero offers the research insights of Scott Preston, Albert Lee, and Arham Khan on nano-cap wellness brand, Boomer Holdings. Ten of the top-performing ideas on SumZero last year fell under the small, micro, or nano-cap categories. We explore the upside potential of BOMH, which is positioned at the crossroads of the health, wellness, and cannabis industries ..read more

As 5G-enabled devices come on line, we take a look at the emerging field of 5G players with SumZero members Stewart Gronek and Billy Duberstein. Gronek shares his thesis on Rakuten as they build out a virtualized network and Duberstein sheds light on T-Mobile and Micron. Case studies include: Rakuten, which is developing its own cloud-based virtualized network to overtake incumbent telecoms in Japan and beyond; T-Mobile, which inherited a deep spectrum portfolio through its Sprint acquisition and is well-positioned to serve the American 5G market; and lastly, Micron, which will see increased d ..read more

The sports betting industry, bolstered by a 2018 Supreme Court ruling, stands to become a $8B+ industry in the next five years. Not only are companies like DraftKings integrating new risk management and digital wallet technologies to make the user experience more seamless, but sports betting represents a new source of income for states struggling with COVID-related budgetary strains ..read more

Bitcoin to $500,000? The Winklevoss Twins say it's possible. TenCent Holdings, Facebook, Aercap, and Liqtech International are just a few of the other ideas that investors explored on SumZero this weekend: check them out here ..read more