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    SumZero

    Nicholas Kapur, SVP
    New York, NY

    Joined Feb 04, 2012

    http://www.sumzero.com

    SumZero is an invitation-only community for investment professionals at buyside firms. Members can disseminate proprietary research with other buyside investors, view jobs within the industry, engage in back-channel conversation, and more.

    1. SumZero
      $MSFT @8.8x '12 earnings ex-cash vs. 12.9x for the S&P despite better EPS growth, margins, etc. http://stks.co/3tdJ $AAPL $GOOG $ORCL
      May. 18 at 12:41 PM
    2. SumZero
      Several long ideas on $TROX means it might get very interesting: http://stks.co/3tcl $DD $HUN $KRO $DOW
      May. 18 at 12:34 PM
    3. SumZero
      Chanos Isn't Alone; China Short Becoming Big Theme in SumZero: http://stks.co/3mvQ $FXI $CHIX $YXI $FXP $YANG
      May. 11 at 10:40 AM
    4. SumZero
      The SumZero community was shorting $GMCR all the way back in January: http://stks.co/3hqC $SBUX $PEET $PG $FARM
      May. 7 at 3:56 PM
    5. SumZero
      Featured Hedgie Call: Short $TSLA "fair value is ~ $16, or 50% downside to current price" http://stks.co/3g2G $GM $TM $F $HMC
      May. 4 at 12:22 PM
    6. SumZero
      The short on $ZNGA has only just begun (why ZNGA is like a bad oil company): http://stks.co/3a1Y $ERTS $AAPL $P $DMD
      Apr. 30 at 10:27 AM
    7. SumZero
      DivyaNarendra/SumZero on CNBC "Tech Titans of Tomorrow" http://stks.co/3YXK
      Apr. 27 at 12:42 PM
    8. SumZero
      Paulson Attacks Germany, Einhorn Goes Gadget Shopping, & Hedge Funds March to Their Own Drummer http://stks.co/3R00 $BBY $RIMM $YHOO $EWG
      Apr. 20 at 10:01 AM
    9. SumZero
      Call $SNY "Stk revalues due to change in biz mix, geo. mix, and lack of patent exposure past '12" http://stks.co/3QzB $PFE $MRK $GSK
      Apr. 20 at 9:55 AM
    10. SumZero
      Long call on $MRVL w/ 33% upside target: http://stks.co/3QFT $GOOG $TXN $LSI $CHL
      Apr. 19 at 3:32 PM
    11. SumZero
      Chanos is not the only one shorting China: http://stks.co/3PyC. $FXI $AAPL $IBM
      Apr. 19 at 11:48 AM
    12. SumZero
      This short call on $AAPL has blown up our blog in the last 48 hours. http://stks.co/3LOE $MSFT $DELL $GOOG
      Apr. 13 at 3:52 PM
    13. SumZero
      Ackman’s War on $MCD and $WEN, Berkowitz Reps $AIG, and the IMF vs. Jeremy Grantham: http://stks.co/3LIX
      Apr. 13 at 2:07 PM
    14. SumZero
      Ackman’s War on McDonald’s, Berkowitz Reps AIG, and the IMF vs. Jeremy Grantham: http://stks.co/3LIT
      Apr. 13 at 2:06 PM
    15. SumZero
      Quick Pitch: Long on $CZR 2017 Notes http://stks.co/3K0z "Very risky investment" $WYNN $MGM $BYD $PENN
      Apr. 12 at 12:05 PM
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