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
Deadline is approach – This Monday December 22nd @ 11:59pm EST. What's your highest conviction idea for 2026? Compete on sumzero . com
With just ONE week left in our Top Stocks 2026 Investment Competition and only a couple of weeks left in the year, we're taking a look back at some of the conversations we've shared over 2025. A huge THANK YOU to all that have joined us. Looking forward to more in 2026!
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5 DAYS LEFT. What's your highest conviction idea for 2026? 👇
With just ONE week left in our Top Stocks 2026 Investment Competition and only a couple of weeks left in the year, we're taking a look back at some of the conversations we've shared over 2025. A huge THANK YOU to all that have joined us. Looking forward to more in 2026!
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5 DAYS LEFT. What's your highest conviction idea for 2026? 👇
With just ONE week left in our Top Stocks 2026 Investment Competition and only a couple of weeks left in the year, we're taking a look back at some of the conversations we've shared over 2025. A huge THANK YOU to all that have joined us. Looking forward to more in 2026!
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Thanks again to @MohnishPabrai @FindellCap @BobRobotti @StoicPoint @sprucepointcap @massifcap @Typhoon_Girl @jeffmeyers72 & all 2025 guests for sharing their ideas - $OPRT to $AXGN to $CXM to $MCY + more. Looking ahead to 2026, which co's will win? Compete. One Week Remains👇
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Jack Lundin, CEO of $LUN, outlines Lundin Mining’s copper-focused strategy, Vicuna project plans, and execution priorities amid Argentina’s political landscape w/@massifcap. Family-led expertise + disciplined capital, a name to watch in base metals. https://t.co/I2sHXYhq6E
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Ben Axler (@SprucePointCap) dissects $IPX – highlighting overvaluation, reliance on unproven HAMR tech, and ambitious revenue targets. A cautionary deep dive for investors focused on execution risk and sustainable valuations. https://t.co/XPiY7NQV5B
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Darren Hall, CEO of @EquinoxGoldCorp breaks down the Caliber merger, growth plans at Valentine & Castle Mountain, and strategies for long-term shareholder value with @massifcap. Gold mining play to watch. https://t.co/TdCcQM7p2J
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Raj Shah (@StoicPoint) makes the case for $CXM – a contrarian SaaS pick often dismissed in the AI era. With Rory Read at the helm, private equity backing, and customer retention focus, Sprinklr shows asymmetric upside for disciplined investors. https://t.co/5XCDh6okve
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@Typhoon_Girl shares her value investing journey & deep dives on $AXP & $BYD – highlighting AmEx’s resilience and BYD’s global EV expansion. Lessons on loyalty, competitive moats, and navigating emerging finance trends. https://t.co/pddBN5lnxK
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Three North Partners highlights $AXGN - FDA-cleared nerve repair solutions, cadaver-sourced grafts, and a multi-billion-dollar market opportunity. Innovation + regulatory catalysts make this small-cap medtech pick worth watching. https://t.co/u88OHPFF52
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@CanaryFunds breaks down institutional crypto - macro, regulation, and fund strategy. From $BTC to stablecoins, $ETH staking, and tokenized assets, the discussion highlights where structure, strategy, and regulatory clarity create opportunity. https://t.co/vwtaw4n8p5
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A session with legendary value investor @BobRobotti peeled back the market noise on names like $TDW, $BLDR & $FPH and emphasized valuation discipline + low-volatility compounders amid macro unpredictability. https://t.co/HzFQEzQfDW
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Mike Rybak of Butler Hall digs into $MCY – post-LA fires selling created a potential multi-bagger opportunity. Key drivers: insurance market dynamics, reinsurance positioning, and long-term growth + rerating potential. https://t.co/PKLdBOKvnT
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Our May 2025 Investor Event captured how serious investors were positioning amid peak AI optimism, tighter capital, and widening dispersion. A reminder that edge in 2025 came from selectivity, structure, and underwriting the downside first. https://t.co/3WBXHoIDq8
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With @MohnishPabrai – we revisited timeless value principles – cloning proven models, patience through volatility, and sizing bets when odds are skewed. In a year dominated by AI narratives, the reminder: discipline and downside protection still compound. https://t.co/agR6zpO2K8
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$NETIB.SS discussion with @jeffmeyers72 and CEO Crister Fritzen – from media IP workflows to GNSS-independent timing – 2025 brought real commercial traction (400G deployments, ISO-27001 wins) and industry validation for sync tech as infrastructure. https://t.co/OftqlFnpqS
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@Nsacheti on $CCOI. Cogent’s IPv4 monetization & note deals, dividend consistency, and on-net focus battled slowing revenue and heavy leverage. Recent dividend cuts & strategic asset moves underline a capital-allocation pivot. https://t.co/bYINRPpp20
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Looking back at our 2025 conversation with @fin_capital Capital on $OPRT – what started as a contrarian activist thesis has since evolved into a real governance + operating turnaround. Board refresh, cleaner capital structure, improving profitability. https://t.co/CMrThCxJoh
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With just ONE week left in our Top Stocks 2026 Investment Competition and only a couple of weeks left in the year, we're taking a look back at some of the conversations we've shared over 2025. A huge THANK YOU to all that have joined us. Looking forward to more in 2026!
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1/The Boss is Back: 3I/ATLAS Edition This isn't another space rock tumbling through the void. 3I/ATLAS is tearing through our inner solar system belching methane, hydrogen cyanide, and nickel-iron signatures that look more industrial than accidental. And those jets? Seven of
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ONE WEEK LEFT SumZero's Top Stocks 2026 – The 10 Year Anniversary – comes to a close in ONE week. What's your highest conviction idea for 2026? Compete for cash and mass exposure on sumzero . com. If you're not yet a member, take 1 minute to apply and let us know.
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