Interview With Iteris CEO Joe Bergera: Exploring The Future Of Mobility Infrastructure Management SumZero Headlines podcast

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Jaap de Roode: Doctors by Nature 43:08

10 days ago43:08

43:08

"But it makes a lot of sense especially when you think about how traditional healers and shamans have worked, they haven't felt that separation from nature like Western medics do. And so to rely on the knowledge of other species actually makes a lot of sense. It's probably a lot more than we know at the moment." - Jaap de Roode Jaap de Roode is a biology professor at Emory University, and he is the author of an astonishing new book called Doctors by Nature How Ants, Apes, and Other Animals Heal Themselves . I say astonishing because I had no idea about so much of what he explores in his book. It never occured to me to consider that other species use medicine and have been healing themselves forever. Jaap tells stories of animals across nature, from bumblebees to chimpanzees, how they use plants and natural substances to treat infections, to ward off parasites, to self-medicate. There's so much that we have learned from them, and there's so much more that we still can.…

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Interview with Iteris CEO Joe Bergera: Exploring the Future of Mobility Infrastructure Management

about a year ago 51:30

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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 metrics, their 2027 fiscal plans, and the future of the Smart Mobility Infrastructure Management Market. He also talks about the Iteris’ seven distinct categories in the market, the company's robust portfolio, and the innovative Clear Mobility platform and its implications for connected and automated vehicles. Additionally, Bergera sheds light on the company's evolving relationship with public and private entities and the benefits of federal infrastructure funding. The session concludes with a detailed discussion on their 'Vision 2027' targets and an overview of Iteris's future plans. 00:06 Introduction and Company Overview 00:59 Understanding ITI:US and Its Market 01:48 Exploring ITI:US Technology Solutions 04:15 Market Structure and Industry Trends 09:16 ITI:US Clear Mobility Platform 13:00 Revenue Breakdown and Gross Margins 20:45 Overcoming Supply Chain Challenges 25:29 Understanding ITI:US Customer Base 32:51 Growth in Deal Sizes and Bookings 37:49 Vision 2027: ITI:US Future Plans 44:14 Final Thoughts and Conclusion Investment Disclaimer: The information provided herein is for informational purposes only and should not be construed as investment advice, an endorsement, or a solicitation to buy or sell any securities or financial instruments. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Any opinions, analyses, forecasts, projections, or other statements regarding future prospects of companies, sectors, or the market as a whole constitute the subjective views of the authors or contributors as of the date of preparation and are subject to change without notice. The accuracy, completeness, or reliability of the information cannot be guaranteed. Investors should conduct their own research and consult with a qualified investment professional before making any investment decisions. All investment decisions are the responsibility of the individual investor and should be made based on the investor's own objectives, risk tolerance, and financial circumstances. No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein, and no liability shall be accepted for any direct, indirect, or consequential losses or damages arising from the use of this information or reliance on any statements contained herein. Investing in securities involves significant risks, including the potential loss of principal. Investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing. Diversification does not ensure a profit or protect against loss in a declining market.

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36 episod

#Trading #Business #Avery Pagan

SumZero Headlines

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Interview with Iteris CEO Joe Bergera: Exploring the Future of Mobility Infrastructure Management

SumZero Headlines

published about a year ago

Kongsi

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Kandungan disediakan oleh SumZero Headlines. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh SumZero Headlines atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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 metrics, their 2027 fiscal plans, and the future of the Smart Mobility Infrastructure Management Market. He also talks about the Iteris’ seven distinct categories in the market, the company's robust portfolio, and the innovative Clear Mobility platform and its implications for connected and automated vehicles. Additionally, Bergera sheds light on the company's evolving relationship with public and private entities and the benefits of federal infrastructure funding. The session concludes with a detailed discussion on their 'Vision 2027' targets and an overview of Iteris's future plans. 00:06 Introduction and Company Overview 00:59 Understanding ITI:US and Its Market 01:48 Exploring ITI:US Technology Solutions 04:15 Market Structure and Industry Trends 09:16 ITI:US Clear Mobility Platform 13:00 Revenue Breakdown and Gross Margins 20:45 Overcoming Supply Chain Challenges 25:29 Understanding ITI:US Customer Base 32:51 Growth in Deal Sizes and Bookings 37:49 Vision 2027: ITI:US Future Plans 44:14 Final Thoughts and Conclusion Investment Disclaimer: The information provided herein is for informational purposes only and should not be construed as investment advice, an endorsement, or a solicitation to buy or sell any securities or financial instruments. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Any opinions, analyses, forecasts, projections, or other statements regarding future prospects of companies, sectors, or the market as a whole constitute the subjective views of the authors or contributors as of the date of preparation and are subject to change without notice. The accuracy, completeness, or reliability of the information cannot be guaranteed. Investors should conduct their own research and consult with a qualified investment professional before making any investment decisions. All investment decisions are the responsibility of the individual investor and should be made based on the investor's own objectives, risk tolerance, and financial circumstances. No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein, and no liability shall be accepted for any direct, indirect, or consequential losses or damages arising from the use of this information or reliance on any statements contained herein. Investing in securities involves significant risks, including the potential loss of principal. Investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing. Diversification does not ensure a profit or protect against loss in a declining market.

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Javier Lopez Bernardo of BrightGate Capital Discusses Why NBN is A Credit Fund Disguised as A Bank 35:23

20 weeks ago35:23

35:23

In this episode, we welcome Javier Lopez Bernardo from BrightGate Capital to discuss Northeast Bank (NBN), a regional bank in Maine. Javier delves into his background, the philosophy and strategies of BrightGate Capital, and shares insights into why NBN:US caught their attention. They discuss the unique business model of NBN, which operates like a credit fund while having a banking license, the bank's strong management team, impressive track record, and robust financials. Additionally, they explore the bank's approach to deposits, the impact of regulatory changes, and potential future catalysts for NBN's stock performance. Tune in for an in-depth analysis of what makes Northeast Bank a compelling investment opportunity. 00:00 Introduction and Guest Welcome 00:32 Javier's Background and Firm Overview 02:15 Discovering Northeast Bank (NBN) 06:26 NBN's Unique Business Model 13:12 Valuation and Investment Thesis 17:52 Management Team and Historical Performance 19:31 Navigating the Banking Crisis 25:00 Future Prospects and Catalysts 35:04 Conclusion and Final Thoughts Investment Disclaimer: The information provided herein is for informational purposes only and should not be construed as investment advice, an endorsement, or a solicitation to buy or sell any securities or financial instruments. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Any opinions, analyses, forecasts, projections, or other statements regarding future prospects of companies, sectors, or the market as a whole constitute the subjective views of the authors or contributors as of the date of preparation and are subject to change without notice. The accuracy, completeness, or reliability of the information cannot be guaranteed. Investors should conduct their own research and consult with a qualified investment professional before making any investment decisions. All investment decisions are the responsibility of the individual investor and should be made based on the investor's own objectives, risk tolerance, and financial circumstances. No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein, and no liability shall be accepted for any direct, indirect, or consequential losses or damages arising from the use of this information or reliance on any statements contained herein. Investing in securities involves significant risks, including the potential loss of principal. Investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing. Diversification does not ensure a profit or protect against loss in a declining market.…

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WLFC:US | SumZero Q2 Research Contest Winner Eric Gregg Breaks Down WLFC Investment Opportunity 36:53

31 weeks ago36:53

36:53

In this conversation, we have a chance to sit down with Eric Gregg, a standout contributor and top-performing analyst on the platform. Eric has shared almost 40 ideas with the SumZero community over the course of his time with us. Those ideas are outperforming their respective benchmarks by nearly 17%, on average. To review all of Eric's work, www.sumzero.com/apply Eric won SumZero's Q2 Investment Competition, as voted on by our community of buyside investors, with his thesis on WLFC. In this convo, Eric shares his insights on Willis Lease Finance Corporation (WLFC), a jet engine leasing company. He discusses his background, the origins of his investment firm, and why he is bullish on WLFC despite its unique market. Gregg also compares WLFC with its competitors, highlights the financials, and outlines the potential risks and opportunities in the industry. Tune in to learn more about Eric's investing strategies and the hidden potential in niche markets. 00:00 Introduction and Guest Welcome 00:30 Eric Gregg's Background and Firm Overview 02:53 Discussion on Willis Lease Finance 04:44 Jet Engine Leasing Industry Insights 07:36 Financial Metrics and Market Position 25:34 Management and Ownership Structure 31:32 Risks and Catalysts 35:58 Conclusion and Final Thoughts Investment Disclaimer: The information provided herein is for informational purposes only and should not be construed as investment advice, an endorsement, or a solicitation to buy or sell any securities or financial instruments. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Any opinions, analyses, forecasts, projections, or other statements regarding future prospects of companies, sectors, or the market as a whole constitute the subjective views of the authors or contributors as of the date of preparation and are subject to change without notice. The accuracy, completeness, or reliability of the information cannot be guaranteed. Investors should conduct their own research and consult with a qualified investment professional before making any investment decisions. All investment decisions are the responsibility of the individual investor and should be made based on the investor's own objectives, risk tolerance, and financial circumstances. No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein, and no liability shall be accepted for any direct, indirect, or consequential losses or damages arising from the use of this information or reliance on any statements contained herein. Investing in securities involves significant risks, including the potential loss of principal. Investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing. Diversification does not ensure a profit or protect against loss in a declining market.…

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Going Global with Small-Cap Value Investing: A Discussion with Chris Waller of Plural Investing 28:40

1 year ago28:40

28:40

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, he discusses his fund strategy, which focuses on finding 7-8 significant investment ideas over a 3 to 5-year timeframe. He dives deep into his investments in Currency Exchange International (CXI) and Kyndryl, discussing their backgrounds, potential risks, and future prospects. He also touches on the importance of thorough research, industry checks, and growth potential for these small-cap companies. 00:00 Introduction and Guest Background 00:25 Chris Waller's Investment Strategy and Fund Overview 03:51 Deep Dive into CXI Stock 14:05 Discussion on Market Cap and Position Sizing 15:29 Exploration of Kyndryl Stock 22:02 Understanding the Risks and Catalysts 28:03 Wrap-up and Final Thoughts Investment Disclaimer: The information provided herein is for informational purposes only and should not be construed as investment advice, an endorsement, or a solicitation to buy or sell any securities or financial instruments. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Any opinions, analyses, forecasts, projections, or other statements regarding future prospects of companies, sectors, or the market as a whole constitute the subjective views of the authors or contributors as of the date of preparation and are subject to change without notice. The accuracy, completeness, or reliability of the information cannot be guaranteed. Investors should conduct their own research and consult with a qualified investment professional before making any investment decisions. All investment decisions are the responsibility of the individual investor and should be made based on the investor's own objectives, risk tolerance, and financial circumstances. No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein, and no liability shall be accepted for any direct, indirect, or consequential losses or damages arising from the use of this information or reliance on any statements contained herein. Investing in securities involves significant risks, including the potential loss of principal. Investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing. Diversification does not ensure a profit or protect against loss in a declining market.…

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Stoic Point Capital Management discusses their approach and highlights EVLV and JBI 57:08

1 year ago57:08

57:08

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 North American securities. Stoic Point Alpha Capital is a long-biased fund focused on unique asymmetric opportunities. The founders invest in accordance with three core Investment Principles, focusing on change and disconnections between business quality and misunderstanding. The firm leverages proprietary idea generation tools, a defined processes, and risk management practices that carry over from the founders' prior experience working together. This discussion breaks down how Raj and Cullen came together to form Stoic Point and how they've approached the market since – specifically, continuing to find opportunities in #SPAC's and DeSPAC's even after an 80% drawdown in the broader space. They leave us with two examples, $EVLV and $JBI, both of which have performed well for them, despite being left for dead by many investors. 1:12 - Intro to Raj and Cullen 3:02 - The launch of Stoic Point 4:54 - Acceleration into #smallcap and #midcap stocks 5:49 - Stoic Point investment principles 6:25 - Getting involved in DeSPAC's and broken #ipo's 7:47 - Stoic Point strategies 9:13 - Where do DeSPAC's fit into the strategy and where do we see that market going 13:27 - Taking advantage of warrant arb 18:52 - Why we continue to look at the DeSPAC space and warrants 21:53 - How Stoic Point has navigated through recent shift in rates 24:52 - Broader DeSPAC market 26:18 - Re-underwriting and taking advantage of misunderstood opportunities 27:05 - $EVLV as a case study 37:44 - Focusing on high quality, growing businesses 38:52 - $JBI as a case study 41:41 - Where Stoic Point sees future opportunity 43:08 - Opportunities on the #short side, including #ai 44:38 - Where Stoic Point sees potential trouble with #saas businesses For more in-depth research and analysis, join us on SumZero today. https://sumzero.com/apply #valueinvesting #smallcap #midcapstocks…

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Ted Rosenthal of TMR Capital chats HROW, ZENV, and opportunities across small cap and special sits 26:56

1 year ago26:56

26:56

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…

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Interview with Iteris CEO Joe Bergera: Exploring the Future of Mobility Infrastructure Management 51:30

1 year ago51:30

51:30

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 metrics, their 2027 fiscal plans, and the future of the Smart Mobility Infrastructure Management Market. He also talks about the Iteris’ seven distinct categories in the market, the company's robust portfolio, and the innovative Clear Mobility platform and its implications for connected and automated vehicles. Additionally, Bergera sheds light on the company's evolving relationship with public and private entities and the benefits of federal infrastructure funding. The session concludes with a detailed discussion on their 'Vision 2027' targets and an overview of Iteris's future plans. 00:06 Introduction and Company Overview 00:59 Understanding ITI:US and Its Market 01:48 Exploring ITI:US Technology Solutions 04:15 Market Structure and Industry Trends 09:16 ITI:US Clear Mobility Platform 13:00 Revenue Breakdown and Gross Margins 20:45 Overcoming Supply Chain Challenges 25:29 Understanding ITI:US Customer Base 32:51 Growth in Deal Sizes and Bookings 37:49 Vision 2027: ITI:US Future Plans 44:14 Final Thoughts and Conclusion Investment Disclaimer: The information provided herein is for informational purposes only and should not be construed as investment advice, an endorsement, or a solicitation to buy or sell any securities or financial instruments. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Any opinions, analyses, forecasts, projections, or other statements regarding future prospects of companies, sectors, or the market as a whole constitute the subjective views of the authors or contributors as of the date of preparation and are subject to change without notice. The accuracy, completeness, or reliability of the information cannot be guaranteed. Investors should conduct their own research and consult with a qualified investment professional before making any investment decisions. All investment decisions are the responsibility of the individual investor and should be made based on the investor's own objectives, risk tolerance, and financial circumstances. No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein, and no liability shall be accepted for any direct, indirect, or consequential losses or damages arising from the use of this information or reliance on any statements contained herein. Investing in securities involves significant risks, including the potential loss of principal. Investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing. Diversification does not ensure a profit or protect against loss in a declining market.…

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Sandstorm Gold Ltd (SAND:US) in conversation with White Falcon Capital Management 50:46

2 years ago50:46

50:46

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, and much more. Find more at www.sumzero.com 0:00 Introduction and Disclaimer 7:45 Stream vs. Royalty business models 14:34 How does Sandstorm construct its portfolio and evaluate projects? 19:22 Sandstorm's Deal history 34:00 How the price of Gold factors into Sandstorm 43:48 Sandstorm's discount to peers #smallcap #investment #midcapstocks #finance #stocks #stockmarket #gold #business #personalfinance…

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Kingdom Capital Co-Founders join SumZero CEO to discuss their investments in PLCE and AMRK 34:18

2 years ago34:18

34:18

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 #microcap #equities. KCA concentrates its portfolio in a limited number of high-conviction value investments. For more in-depth research and analysis, join us on SumZero today. https://sumzero.com/apply#valueinvesting #smallcap #microcap #midcapstocks…

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Christopher Godfrey of Headwaters Capital chats TMDX, NSIT and the case for Small Caps 38:56

2 years ago38:56

38:56

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DPH Capital Founder Daniel Piderit Hernandez breaks down his thesis on META, FSLR, and Latin America 47:56

2 years ago47:56

47:56

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 on META and future opportunities for monetization within the Family of Apps, as well as FSLR, a short idea where Daniel says the "setup is ripe for FSLR to disappoint excessive expectations" given the stock's tripling in value in the last nine months. Finally, Daniel spoke at length about macro-driven opportunities in Latin America that have been generally ignored by the investment community. For more in-depth research and analysis, join us on SumZero today. https://sumzero.com/apply #valueinvesting #latinamerica…

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Portfolio Manager Jan Martínek of Central European Capital Partners discusses ERII, Vicore, and Biovica 29:47

2 years ago29:47

29:47

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Portfolio Mgr of DoorDarshi India Fund, Rajeev Agrawal chats CSB Bank & Ujjivan Financial Services 47:03

2 years ago47:03

47:03

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Ben Axler, CIO of Spruce Point outlines his short thesis on Perion Network (PERI:US) 30:15

2 years ago30:15

30:15

In this interview, long-time short seller Ben Axler of Spruce Point outlines his thesis on $PERI.

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Adam Wilk, CIO of Greystone Capital Management discusses his thesis on Sylogist (SYZ:US) 38:33

2 years ago38:33

38:33

Adam Wilk, CIO and Founder of Greystone Capital Management breaks down his investment thesis on one of his newest positions, Sylogist.

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Chris McIntyre, CIO and Founder of McIntyre Partnerships discusses his thesis on $OSW and $SPHR 52:52

2 years ago52:52

52:52

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 investments.

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Legendary value investor Mohnish Pabrai on Reysas, Position Sizing, Big Tech, ChatGPT and more 1:03:18

2 years ago1:03:18

1:03:18

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MeWe CEO Jeffrey Edell & Nural Capital Co-Founder Rabia Iqbal chat on Web 3, Polkadot, Aptos 39:47

2 years ago39:47

39:47

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 social platform built on the blockchain. Rabia Iqbal is the founder of Nural Capital, a crypto-focused fund of funds. Her firm invested in the seed round of Aptos, a layer 1 blockchain which spun off of Meta blockchain team. She talks about trends she's seeing in Defi and other opportunities emerging post FTX collapse.…

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Mettler–Toledo International ($MTD): Never Sell? Roli Saxena, founder of Drona Capital, discusses 47:11

2 years ago47:11

47:11

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 available at a discount to their intrinsic value. Investment decisions are based on the company's historical financial and operational performance and its sustained and defensible competitive advantage over a long period of time, often exceeding decades. A high emphasis is given to active avoidance of risk. A concentrated portfolio of <20 stocks, mostly small/mid-cap (median market cap $7bn) with low turnover - sold only 6 stocks in the last 7 years. Most of the portfolio has negligible debt with consistent operating metrics and well diversified customer and supplier bases. For more access to investment discussions and actionable investment research, join the SumZero investment community by starting your free trial today – www.sumzero.com/apply…

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White Falcon Capital PM is long Diversey Holdings, Ltd. (DSEY) and EPAM Systems, Inc. (EPAM) 45:10

2 years ago45:10

45:10

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 this interview, Balkar discusses his zero management fee structure and goes in depth on Diversey Holdings, Ltd. (DSEY) and EPAM Systems, Inc. (EPAM). For more access to investment discussions and actionable investment research, join the SumZero investment community by starting your free trial today – www.sumzero.com/apply *Originally recorded February 2023…

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Renowned value investor Guy Spier discusses his biggest mistake, India Energy Exchange, and more. 1:09:54

2 years ago1:09:54

1:09:54

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. For more access to investment discussions and actionable investment research, join the SumZero investment community by starting your free trial today – www.sumzero.com/apply *Initially recorded February 2023…

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Is China Still Uninvestable? A conversation with Navis Jockey Fund 51:50

2 years ago51:50

51:50

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 activities. He is the Portfolio Manager and an Investment Committee member for Navis’ listed equity funds. He joined Navis in 2015 to establish a new investment strategy focused on investing in Asian private equity backed companies through the listed equity markets. Prior to joining Navis, Mr. Dyus was Head of Asia at Macquarie Investment Management for their private equity fund, co-investment and secondary investment activities. He has also worked across the Asia Pacific region as a private equity investment professional and as a M&A investment banker.…

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Statera Capital on Commercial Litigation Finance 35:35

4 years ago35:35

35:35

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 in Western Europe and Australia and growing rapidly in the US. With only 25% penetration in the US and over $10B raised over the last five years, litigation finance has produced outsize returns for the small cadre of funds currently involved. Statera Capital invests directly in small to mid-size commercial claims, providing working capital and access to justice for litigants who need it most.…

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SumZero Headlines

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Ben Griffith (Miri Capital Management) on Emerging Markets Investing 31:26

4 years ago31:26

31:26

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 markets like Turkey, Bangladesh, Poland, and Vietnam to name a few. Where most investors see deficiencies, Griffith sees opportunities to correct international perception, craft a marketing narrative (often for the first time), refine the business model, and integrate ESG standards with his portfolio companies. In this week's episode, Griffith joins us to discuss his EM strategy, the reasons value becomes obfuscated outside of developed markets, and several case studies.…

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SumZero Headlines

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Warren Fisher (Manole Capital Management) on Digital Payments 42:30

4 years ago42:30

42:30

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 shopping, and buy-now-pay-later are all fintech concepts that exploded during the COVID-19 pandemic with no signs of slowing down. Payment providers like Venmo and merchant acquirers like Square are consistently stealing market share from traditional banks, who will have to adapt to stay relevant. In this episode, we also touch on the growth of cryptocurrencies and exchanges like Coinbase and Kraken.…

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SumZero Headlines

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Eric Gregg (Four Tree Island Advisory) on Semiconductors & WFE 34:51

4 years ago34:51

34:51

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 active investors to pay attention to these underlying semi components and their manufacturers. Increased computation, memory, and storage needs in every industry from automotive to telecommunications to military technology will mean increased demand for semiconductors. WFE is the number one capital expenditure for all major chipmakers and the WFE industry is largely US-centric. Wafers are a critical piece of the semiconductor supply chain, which according to Gregg has become as nationally important as oil. Please find Gregg's original research on Applied Materials and Lam Research on SumZero and the Four Tree Island Advisory profile on our Cap Intro platform.…

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SumZero Headlines

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Scott Preston (Maven Group LLC) on GameStop 29:56

4 years ago29:56

29:56

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 intermittently over the past decade, GameStop is a sound business with several growth opportunities and innovative leadership. In the last several years, management has moved to reshape the business model and consumer experience for modern day gaming. GameStop is no longer reliant on console cycles but actively expanding into eSports, direct-to-consumer marketing, social gaming, and rewards programs that promise substantial runway for recapitalization. The retail investor phenomenon and associated press have certainly helped raise GME's profile but they have not changed the fundamental value drivers that investors like Preston observe.…

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SumZero Headlines

SumZero Headlines podcast artwork

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Gary Brode (Deep Knowledge Investing) on Hospitals, COVID-19, and the Supreme Court 41:58

4 years ago41:58

41:58

This week, we sat down with Gary Brode of Deep Knowledge Investing to unpack his HCA thesis amidst an ongoing pandemic and the Supreme Court confirmation of Amy Coney Barrett. How are HCA revenues up with hospital admissions and ER visits down? Brode discusses the joint catalysts of increased patient acuity and imminent changes to the Affordable Care Act.…

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SumZero Headlines

SumZero Headlines podcast artwork

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Will Thomson (Massif Capital) on Uranium & the Future of Nuclear Energy 40:49

5 years ago40:49

40:49

This week, we are pleased to share a conversation on the uranium opportunity with SumZero's #2 Energy Analyst, Will Thomson. Prior to founding Massif Capital in 2016, Thomson worked as a strategic adviser for NATO in Afghanistan and earned his Masters in Government from Harvard. In today's conversation, we discuss the political, environmental, and economic considerations in the nuclear debate and what role uranium should play in global efforts towards decarbonization. Thomson also shares key insights on the short-term effects of COVID-19 on uranium supply and Kazatomprom, his firm's core holding in the space.…

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SumZero Headlines

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Ken Londoner (BioSig Technologies) on Biotech Solutions in Signal Processing 37:32

5 years ago37:32

37:32

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SumZero Headlines

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Brian Finn (FIN Capital) on Behavioral Bias in the Stock Market 36:45

5 years ago36:45

36:45

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