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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
  2. SumZero
    Several long ideas on $TROX means it might get very interesting: http://stks.co/3tcl $DD $HUN $KRO $DOW
  3. SumZero
    Chanos Isn't Alone; China Short Becoming Big Theme in SumZero: http://stks.co/3mvQ $FXI $CHIX $YXI $FXP $YANG
  4. SumZero
    The SumZero community was shorting $GMCR all the way back in January: http://stks.co/3hqC $SBUX $PEET $PG $FARM
  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
  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
  7. SumZero
    DivyaNarendra/SumZero on CNBC "Tech Titans of Tomorrow" http://stks.co/3YXK
  8. SumZero
    Paulson Attacks Germany, Einhorn Goes Gadget Shopping, & Hedge Funds March to Their Own Drummer http://stks.co/3R00 $BBY $RIMM $YHOO $EWG
  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
  10. SumZero
    Long call on $MRVL w/ 33% upside target: http://stks.co/3QFT $GOOG $TXN $LSI $CHL
  11. SumZero
    Chanos is not the only one shorting China: http://stks.co/3PyC. $FXI $AAPL $IBM
  12. SumZero
    This short call on $AAPL has blown up our blog in the last 48 hours. http://stks.co/3LOE $MSFT $DELL $GOOG
  13. SumZero
    Ackman’s War on $MCD and $WEN, Berkowitz Reps $AIG, and the IMF vs. Jeremy Grantham: http://stks.co/3LIX
  14. SumZero
    Ackman’s War on McDonald’s, Berkowitz Reps AIG, and the IMF vs. Jeremy Grantham: http://stks.co/3LIT
  15. SumZero
    Quick Pitch: Long on $CZR 2017 Notes http://stks.co/3K0z "Very risky investment" $WYNN $MGM $BYD $PENN

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