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SumZero Headlines
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Chai with Pabrai
Mohnish Pabrai's Session with SumZero on June 10, 2025
Mohnish Pabrai’s Session with Divya Narendra at SumZero on June 10, 2025. (00:00:00) - Introduction (00:00:57) - Berkshire Hathaway: Greg Abel (00:07:59) - Mag 7 (00:11:16) - Microsoft: Dinner with Bill Gates (00:16:45) - Investing in commodities (00:18:59) - Met Coal & Berkshire's investment in Burlington Northern Railroads (00:23:44) - Thermal Coal vs. Metallurgical Coal (00:26:28) - Learning from mistakes; Selling a stock (00:28:51) - Shipping and Offshore oil drilling businesses; Nobel & Valaris (00:32:09) - Challenges for the coal industry (00:36:11) - Investment in Turkiye -TAV Airports; Laguardia (00:38:25) - Indian Ener...
2025-07-04
50 min
Radio Entrepreneurs
"A Hot Alternative in Heating" with David Sampaio of SumZero Energy
Title: "A Hot Alternative in Heating"Guest: David Sampaio - SumZero EnergyInterviewer: Jeffrey Davis - Mage LLCDavid Sampaio of SumZero Energy discusses how as specialized heat pump providers, his firm can provide expert service in this growing field that is both more environmentally friendly and more affordable than traditional heating and cooling.FOLLOW RADIO ENTREPRENEURS:Website | Spotify | Facebook | LinkedIn | TwitterInstagram
2024-04-02
10 min
Planet MicroCap Podcast | MicroCap Investing Strategies
The Power of Institutional Validation with Griffin Marie, Vice President of Business Development at SumZero
My guest on the show today is Griffin Marie, Vice President of Business Development at SumZero. We’ve teamed up with SumZero for a couple fun initiatives for the Planet MicroCap Showcase: VEGAS 2024: the Allocators Roundtable Panel and the ”Allocators Power Hour”, where we’ll have allocators on a panel discussing their mandates and what they are looking for amongst the pool of talented Small/Micro/NanoCap buy side investors. Following that panel from 2pm-6pm we’ll have space to host 1x1 meetings for Allocators to meet our buy-side attendees in 30 minute, speed dating meetings.We’re very exci...
2024-03-26
25 min
Planet MicroCap Podcast | MicroCap Investing Strategies
The Power of Institutional Validation with Griffin Marie, Vice President of Business Development at SumZero
My guest on the show today is Griffin Marie, Vice President of Business Development at SumZero. We've teamed up with SumZero for a couple fun initiatives for the Planet MicroCap Showcase: VEGAS 2024: the Allocators Roundtable Panel and the "Allocators Power Hour", where we'll have allocators on a panel discussing their mandates and what they are looking for amongst the pool of talented Small/Micro/NanoCap buy side investors. Following that panel from 2pm-6pm we'll have space to host 1x1 meetings for Allocators to meet our buy-side attendees in 30 minute, speed dating meetings. We're very excited about...
2024-03-26
25 min
Chai with Pabrai
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024. (00:00:00) - Introduction (00:01:05) - Meta (00:03:59) - Google vs. Microsoft (00:08:17) - Dinner with Bill Gates (00:12:30) - TAV Airport (00:20:23) - Investing in coal; David Einhorn (00:25:23) - Auto OEMs (00:27:15) - Reysas (00:30:14) - 20% Office Vacancy Rate! A 45-year high! (00:33:32) - Macroeconomic factors (00:36:58) - Charlie Munger; LA Country Club The contents of this website are for educational and entertainment purposes only, and do not purport to be, an...
2024-03-13
48 min
SumZero Headlines
Going Global with Small-Cap Value Investing: A Discussion with Chris Waller of Plural Investing
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...
2024-02-16
28 min
SumZero Headlines
Stoic Point Capital Management discusses their approach and highlights EVLV and JBI
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...
2024-02-16
57 min
SumZero Headlines
Ted Rosenthal of TMR Capital chats HROW, ZENV, and opportunities across small cap and special sits
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...
2024-02-16
26 min
SumZero Headlines
Interview with Iteris CEO Joe Bergera: Exploring the Future of Mobility Infrastructure Management
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 fu...
2024-02-16
51 min
SumZero Headlines
Sandstorm Gold Ltd (SAND:US) in conversation with White Falcon Capital Management
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
2023-08-25
50 min
SumZero Headlines
Kingdom Capital Co-Founders join SumZero CEO to discuss their investments in PLCE and AMRK
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
2023-08-02
34 min
SumZero Headlines
Christopher Godfrey of Headwaters Capital chats TMDX, NSIT and the case for Small Caps
SumZero had the opportunity to sit down with Christopher Godfrey, founder and managing partner of Headwaters Capital Management. HCM's #investment strategy is designed to deliver tax-efficient, long-term capital appreciation by focusing on high quality small and mid-capitalization #stocks that have the opportunity to generate durable revenue and earnings growth over a multi-year time period. For more in-depth research and analysis, join us on SumZero today. https://sumzero.com/apply#valueinvesting #smallcap #midcapstocks
2023-08-02
38 min
SumZero Headlines
DPH Capital Founder Daniel Piderit Hernandez breaks down his thesis on META, FSLR, and Latin America
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...
2023-06-20
47 min
SumZero Headlines
Portfolio Manager Jan Martínek of Central European Capital Partners discusses ERII, Vicore, and Biovica
00:46: Jan looks back on his ERII thesis 2:38: ERII revenue growth 5:07: Intro to Biovica 7:47: Biomarker test for cancer detection – it's importance and accuracy 9:51: Biovica Sales strategy 11:49: Biovica background and basics 13:05: Biovica potential 15:17: Discussion around any plans for fundraising 18:02: Vicore Pharma – background and opportunity 21:05: Best market comp / peer 22:15: Catalyst for Vicore 24:08: Jan on position sizing in his book 24:58: Risks to Biovica and Vicore opportunities
2023-06-08
29 min
SumZero Headlines
Portfolio Mgr of DoorDarshi India Fund, Rajeev Agrawal chats CSB Bank & Ujjivan Financial Services
In this discussion, SumZero has the opportunity to sit down with Rajeev Agrawal, Fund Manager and Managing Partner of DoorDarshi India Fund. Rajeev chats through the broader opportunity in India and then breaks down his thoughts on two opportunities – Ujjivan Financial and CSB Bank. Timestamps: 5:54: India Macro 7:30: Finding good management 8:33: Rajeev's advantage of investing in India, living in the US 9:14: CSB Bank background 11:43: Rajeev's anecdote re: Fairfax Financial meeting 12:15: Rajeev digs into the CSB thesis 16:20: Discussion around % of people with bank accounts in India 19:24: CSB Bank competitive landscape 21:35: CSB valuation 23:39: Affect of interest rates ch...
2023-06-08
47 min
SumZero Headlines
Ben Axler, CIO of Spruce Point outlines his short thesis on Perion Network (PERI:US)
In this interview, long-time short seller Ben Axler of Spruce Point outlines his thesis on $PERI.
2023-05-26
30 min
SumZero Headlines
Adam Wilk, CIO of Greystone Capital Management discusses his thesis on Sylogist (SYZ:US)
Adam Wilk, CIO and Founder of Greystone Capital Management breaks down his investment thesis on one of his newest positions, Sylogist.
2023-05-26
38 min
SumZero Headlines
Chris McIntyre, CIO and Founder of McIntyre Partnerships discusses his thesis on $OSW and $SPHR
Chris McIntyre, CIO and Founder of McIntyre Partnerships – a small and mid cap focused value fund – walks through his theses on OneSpaWorld ($OSW) and Sphere Entertainment ($SPHR) and why he sees very asymmetric risk reward profiles on both investments.
2023-05-19
52 min
SumZero Headlines
Legendary value investor Mohnish Pabrai on Reysas, Position Sizing, Big Tech, ChatGPT and more
In a wide ranging discussion with legendary value investor Mohnish Pabrai, we hear about his investments in Reysas, Brookfield, his thoughts on position sizing and concentration as well as Big Tech and how ChatGPT (and others) might disrupt the space. For more access to investment discussions and actionable investment research, join the SumZero investment community by starting your free trial today – www.sumzero.com/apply
2023-04-18
1h 03
SumZero Headlines
MeWe CEO Jeffrey Edell & Nural Capital Co-Founder Rabia Iqbal chat on Web 3, Polkadot, Aptos
Jeffrey Edell, former chairman of Myspace, is the CEO of MeWe, a social platform with over 20 million users worldwide. MeWe is in the process of transitioning to a decentralized model built on Polkadot and will soon be the world's largest social platform built on the blockchain. Rabia Iqbal is the founder of Nural Capital, a crypto-focused fund of funds. Her firm invested in the seed round of Aptos, a layer 1 blockchain which spun off of Meta blockchain team. She talks about trends she's seeing in Defi and other opportunities emerging post FTX collapse.
2023-04-18
39 min
SumZero Headlines
Mettler–Toledo International ($MTD): Never Sell? Roli Saxena, founder of Drona Capital, discusses
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
2023-04-18
47 min
SumZero Headlines
White Falcon Capital PM is long Diversey Holdings, Ltd. (DSEY) and EPAM Systems, Inc. (EPAM)
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
2023-04-18
45 min
SumZero Headlines
Renowned value investor Guy Spier discusses his biggest mistake, India Energy Exchange, and more.
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
2023-04-12
1h 09
SumZero Headlines
Is China Still Uninvestable? A conversation with Navis Jockey Fund
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 Macqua...
2023-04-11
51 min
Chai with Pabrai
Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023
Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023 (00:00:00) - Introduction (00:01:07) - Turkey earthquake (00:05:05) - Charlie's biggest mistake: Belridge Oil (00:08:44) - Coca-Cola İçecek (00:13:35) - Reysas (00:18:25) - Ferrari: One of my biggest mistakes (00:22:34) - Turkey – FX risk (00:24:07) - TAV Airports (00:27:27) - Brookfield (00:36:18) - Ali Baba vs. Tencent (00:38:03) - Indian Energy Exchange (00:41:51) - Adani Group (00:43:21) - Amazon (00:45:54) - Apple vs Ferrari runway (00:48:11) - Microsoft vs. Apple
2023-03-07
54 min
Going Live With Good Soil
$TSLA Q2 EPS Estimate, Production & Delivery Report Reaction
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss their Tesla EPS model for Q2, their reaction to the production and delivery report, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-07-16
1h 18
Going Live With Good Soil
Macro Uncertainty, $TSLA Production/Deliveries, $RKLB Capstone
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the current macro market uncertainty, Tesla's end of quarter production and deliveries report, Elon Musk's absence from Twitter, the RocketLab Capstone mission, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-07-05
1h 07
Going Live With Good Soil
Inflation Peak?, Crypto Volatility, $TSLA Updates
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith updates on the macro market and inflation, the volatility in the crypto market, Tesla updates, $TWTR's recent team Q&A, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-06-23
1h 06
Going Live With Good Soil
Macro Update, Crypto Crash, $TSLA & SpaceX Updates
Matt Smith is joined by guest-host Bradford Ferguson to discuss updates on the macro market, the crash in the crypto market, Tesla 4680 production issues, Tesla Indonesia, and more. Follow Bradford on Twitter: https://twitter.com/bradsferguson Halter Ferguson Financial Disclaimer: https://www.hffinancial.com/disclaimer/ To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://g...
2022-06-16
1h 15
Going Live With Good Soil
Macro Outlook, $TSLA Order Backlog, $TWTR Deal Updates
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith their updated outlook on the macro market, updates on Tesla's vehicle order backlog, the latest on Elon Musk's Twitter acquisition, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-06-08
1h 08
Going Live With Good Soil
Macro Rebound, $TSLA FSD Beta Updates, Giga Shanghai
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss whether the recent macro market bounce is a dead-cat bounce, Matt's experience with the newest version of Tesla FSD Beta, Giga Shanghai developments, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-06-01
1h 11
Going Live With Good Soil
Macro Outlook, Elon Drama, $TSLA Fundamentals
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss their outlook on the macro market, the latest drama with Elon Musk, Tesla fundamentals, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-05-24
1h 06
Going Live With Good Soil
Macro Updates, $TWTR Drama, $TSLA FSD Bullishness
Matt Smith is joined by guest-host Farzad Mesbahi to discuss updates on the macro market, the latest Twitter drama with Elon, updates on Tesla's FSD progress, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-05-18
1h 09
Going Live With Good Soil
Macro Market Capitulation, $TSLA Impact Report, $LMND Earnings
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the macro market capitulation, Tesla's latest Impact Report, the $TWTR short report by Hindenburg Research, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-05-11
1h 07
Going Live With Good Soil
FOMC Meeting, $TSLA Shanghai Updates, $RIVN Recap
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the recent FOMC meeting, Elon selling Tesla stock, Giga Shanghai updates, a recap of our latest $RIVN discussion, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-05-03
1h 07
Going Live With Good Soil
Elon Buys Twitter, Unpacking $TSLA Q1, Macro Updates
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss Elon Musk purchasing Twitter, unpacking Tesla's Q1 earnings report, updates on the macro market, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-04-26
1h 06
Going Live With Good Soil
Elon Musk & $TWTR, $TSLA Giga Shanghai Reopening
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss updates on the macro market, Tesla's Giga Shanghai factory reopening, final thoughts before $TSLA earnings, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-04-26
1h 04
Going Live With Good Soil
Macro Volatility, Tesla Cyber Rodeo, Giga Shanghai Concerns
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the recent macro market volatility, $TSLA's Cyber Rodeo event, Giga Shanghai shutdown concerns, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-04-15
1h 01
Going Live With Good Soil
$TSLA Earnings Preview & Estimates, Elon buys $TWTR, Macro Rally
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss Matt's official Tesla earnings model estimates, Elon buying a large stake in $TWTR, the macro market rallying, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-04-07
1h 08
Going Live With Good Soil
$TSLA Stock Split? Macro Updates, $RKLB Outlook
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the potential upcoming Tesla stock split, takeaways from Elon Musk's latest interview, updates on the macro market, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-03-30
1h 08
Going Live With Good Soil
Macro Rebound, $TSLA Masterplan Pt. 3, Giga Berlin Opening
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the macro rebound and what may come next, the Tesla stock rise and Elon's Masterplan Pt. 3, Q1 delivery number expectations, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-03-23
1h 04
Going Live With Good Soil
Macro Fears Continue, $TSLA Rising Costs, FOMC Meeting
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the the potential for a near-term market bottom, Elon's comments on Tesla's rising materials cost, $LMND below cash below, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-03-16
1h 11
Going Live With Good Soil
Market Impact of Russia/Ukraine, $TSLA Outlook
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the impact of the Russia/Ukraine conflict on the markets, Elon sending Starlink to Ukraine, Tesla's business strength despite volatility, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-03-08
1h 01
Going Live With Good Soil
Russia-Ukraine Discussion, $TSLA Updates, $LMND Earnings
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss updates on the Russia-Ukraine war, updates on Tesla Giga Berlin & Austin, the new $RKLB launch site, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-03-02
1h 08
Going Live With Good Soil
Russia-Ukraine Updates, $RBLX Dump, $TSLA Giga Austin
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss updates on the Russia-Ukraine tensions, $RBLX latest earnings report, updates on Tesla's factory in Austin, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-02-22
1h 00
Going Live With Good Soil
Ukraine-Russia Tensions, $TSLA Marketing, Starship
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the Ukraine-Russia tensions, inflation, Tesla marketing, thoughts on Elon's Starship presentation, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-02-16
1h 13
Innovation with Mark Peter Davis
From ConnectU to SumZero, The Journey of Divya Narendra
Divya Narendra is the Founder & CEO of SumZero, an investment community where peer-reviewed professional investment research is shared amongst its members. Its network of analysts is growing rapidly and offers some extraordinary insights. If you’re interested in public equities - check it out.In addition to SumZero, Divya sits on the board of Gemini, one of the leading crypto exchanges, so - as you can guess - we went down the crypto rabbit hole.Before his professional career, Divya attended Harvard where he became friends with the Winklevoss twins. If you’ve seen the movi...
2022-02-10
51 min
Going Live With Good Soil
Macro Market Updates, Starship, $RBLX ER Preview
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss updates on the macro market conditions, the upcoming SpaceX Starship presentation, the Roblox smear campaign and earnings preview, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-02-09
1h 06
Going Live With Good Soil
Macro Uncertainty, Growth Rebound, Unpacking $TSLA Q4
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the macro uncertainty and volatility, a potential rebound in growth stocks, Tesla's Q4 earnings report, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-02-05
1h 03
Going Live With Good Soil
Markets Crashing, FOMC Meeting, $TSLA Earnings
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the current market crash, the upcoming FOMC meeting, Tesla's upcoming earnings report, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-01-27
55 min
Going Live With Good Soil
10YR Treasury, Tesla Product Roadmap, Q4 Earnings Season
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the 10 year treasury rising, $TSLA updates such as the FSD price increase and product roadmap updates, and which stocks they are most interested in as we enter earnings season. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-01-18
1h 08
Going Live With Good Soil
Growth Stocks, $TSLA Predictions
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the macro market's impact on growth stocks, predictions on how Tesla stock will react, and other growth names such as $RBLX, $RKLB, and $LMND. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-01-12
58 min
Going Live With Good Soil
$TSLA Q4 Record Deliveries, Impact on Stock
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss Tesla's record deliveries and production during Q4 2021, the impact on Tesla stock, EPS revisions, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-01-06
1h 02
Going Live With Good Soil
RKLB Warrant Redemption, TSLA Q4 Deliveries, '21 Closing Thoughts
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss Tesla's Q4 deliveries, $RKLB's warrant redemption, closing thoughts for 2021, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2022-01-04
59 min
Going Live With Good Soil
BBB Bill Scrapped, $TSLA Berlin & Austin Timing
In this episode of Going Live With Good Soil, Matt Smith is joined by guest-host Yashu Sharma to discuss the Build Back Better bill, Tesla's Berlin and Austin Factory timing, the political attacks against Elon Musk, and more. Yashu: https://www.youtube.com/c/HitThatBid To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-12-23
1h 08
Going Live With Good Soil
Tech Crash, $TSLA Earnings Preview, Elon Interview
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the tech stock crash, Tesla stock earnings preview, Elon's latest interview on the Hardcore History podcast, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-12-15
1h 18
Going Live With Good Soil
$RKLB Neutron Update, $TSLA Price Action, Macro Jitters
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss macro market jitters, Rocket Lab's Neutron product update, the latest Tesla stock price action and 12/9 rumors, cyber products, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-12-09
1h 09
Going Live With Good Soil
Macro Rebound, $TSLA Price Action, $RKLB Product Update
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the Omicron scare and market rebound, Tesla stock price action and the 12/9 rumors, speculation on Rocket Lab's upcoming Neutron product update, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-11-30
1h 01
Going Live With Good Soil
$TSLA Split Rumors, $RBLX Investor Day, IBKR Probability Lab
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the circulating rumors of a Tesla stock split, Roblox Investor Day, how they use the IBKR Probability Lab, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-11-30
1h 17
Going Live With Good Soil
Rocket Lab Earnings, Infrastructure Bill, $TSLA Price Action
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss Rocket Lab's latest earnings report, the infrastructure bill, Modern Monetary Theory, Tesla stock price action, Elon's latest tweets, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-11-17
1h 04
Going Live With Good Soil
Elon Selling $TSLA, $LMND Acquires MetroMile, $RBLX
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss Elon Musk selling 10% of his Tesla stock, a potential $TSLA split, the $RVIN IPO, $LCID, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-11-10
1h 25
Going Live With Good Soil
$TSLA Record Highs, Elon Musk & Biden, Roblox & The Metaverse
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss Tesla stock making record highs, Elon's growing animosity towards President Biden, Roblox and the Metaverse, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-11-04
1h 14
Going Live With Good Soil
$TSLA Over $1T, Hertz Deal, $SNAP Trouble
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the recent rise in Tesla stock, Tesla's latest deal with Hertz, $SNAP trouble, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-10-27
1h 16
Going Live With Good Soil
$TSLA Technical Analysis w/ Guest Host Yashu Sharma
In this episode of Going Live With Good Soil, Emmet Peppers is joined by guest-host Yashu Sharma to discuss the macro market, Tesla stock's fight for $800+, Yashu's favorite market indicators/tools, and more. Yashu: https://www.youtube.com/c/HitThatBid To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-10-22
1h 14
Going Live With Good Soil
New Stock Pick: $RKLB, Bitcoin ETFs, $TSLA Earnings
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss Good Soil’s new stock pick $RKLB, the Bitcoin ETFs, macro market updates, Tesla’s upcoming earnings report, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-10-22
1h 03
Going Live With Good Soil
Tesla Q3 Deliveries, Earnings Preview
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss Tesla's Q3 delivery numbers and the $TSLA stock reaction, their EPS and Automotive Gross Margin estimates for Q3 earnings, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-10-06
1h 03
One in a Billion
Divya Narendra: Born to Connect, From HarvardConnection to SumZero
Many Harvard Asian American undergraduates I know with immigrant parents who are physicians receive a lot of pressure from their families to be a doctor. But not Divya Narendra, (Class of 2004) While at Harvard, Divya was given the space and the autonomy he needed to think critically and explore creatively what he wanted as a consumer that was missing in the market. Soon, he became an entrepreneur. In “Where Are They Now?” episode #2, Gemma Schneider (Harvard student journalist/Class of 2023) interviews Divya Narendra, CEO and co-founder of SumZero - an online community for professional investors to s...
2021-10-04
36 min
Going Live With Good Soil
Polestar SPAC, $TSLA Rise, FSD Beta Button
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the upcoming Polestar SPAC $GGPI, the recent rise in Tesla stock, the new FSD Beta Button and Safety Score, an early preview of Tesla's Q3 earnings, and much more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-09-28
1h 05
Going Live With Good Soil
Crypto Crash, Tesla Insurance, Evergrande
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the ongoing crash in the cryptocurrency market, $TSLA updates such as FSD and the beta button, the collapse of Evergrande and potential effects on the market, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-09-21
1h 02
Going Live With Good Soil
Epic Games vs. Apple Ruling, FSD Beta 10, Tesla Energy Trade Desk
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the Epic Games vs. Apple court decision and the effects on $RBLX, FSD Beta 10 & the misunderstandings of autonomous vehicles, Tesla's Energy Trade Desk, and the macro markets. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-09-15
59 min
Going Live With Good Soil
Billionaire Accumulating $TSLA, NFTs, Virgin Galactic
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss macro market updates, NFTs and pay-to-play games, the FAA's investigation on Virgin Galactic, Elon's all hands on deck meeting, and the billionaire currently buying over 1 million shares of Tesla stock. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-09-07
1h 03
Going Live With Good Soil
Humanoid TeslaBot, Rivian IPO, & China Regulations
In this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith do a deep dive on Tesla Humanoid Robot, China's new regulations on gaming & the potential effects for Roblox, the upcoming Rivian IPO, and more. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-09-01
1h 11
Going Live With Good Soil
Tesla Robotaxi Fleet w/ Florian Minderop
In this episode of Going Live With Good Soil, Matt Smith interviews co-founder of MisterGreen, Florian Minderop. MisterGreen is a Tesla leasing company with over 1,000 Teslas in their fleet that they plan to turn into a robotaxi fleet upon the release of Full-Self Driving. MisterGreen: https://www.mistergreen.nl/ To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.i...
2021-08-26
55 min
Going Live With Good Soil
Roblox ER, Tesla NHTSA Investigation, & Growth Stocks
In this episode of Going Live With Good Soil, Emmet & Matt discuss the macro markets and geopolitical situation, Roblox ER & Guilded acquisition, and the Tesla Autopilot NHTSA Investigation. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-08-18
1h 04
Going Live With Good Soil
Tesla AI Day, Roblox, & Coinbase
In this episode of Going Live With Good Soil, Emmet & Matt discuss expectations for Tesla's upcoming AI Day, Roblox, and Coinbase's earnings. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-08-11
1h 14
Going Live With Good Soil
Dave Lee & Emmet Discuss Markets, TSLA, and Tesla’s FSD
In this episode of Going Live With Good Soil, Emmet is joined by Dave Lee to discuss the markets, $TSLA, and Tesla's FSD progress. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-08-05
1h 29
Going Live With Good Soil
Unpacking $TSLA Q2 Earnings
In this episode of Going Live With Good Soil, Emmet and Matt discuss Tesla's Q2 results. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-07-31
1h 18
Going Live With Good Soil
$TSLA Q2 Earnings Estimates
In this episode of Going Live With Good Soil, the team breaks down Matt's $TSLA Q2 Estimates. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-07-31
1h 10
Going Live With Good Soil
FSD Updates, TSLA Options & Identifying Opportunities
In Episode 2 of Going Live With Good Soil, Emmet and Matt discuss the current developments of Tesla's FSD software and implications for the stock. They also dive into some of the options strategies they are currently deploying at Good Soil, along with breaking down how they identify opportunities within the market. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil...
2021-07-31
1h 02
Going Live With Good Soil
Tesla Q2 Deliveries, Future Products & Macro Markets
In Episode 1 of Going Live With Good Soil, Emmet and Matt discuss Tesla's Q2 delivery numbers & some of the future products we could see in Tesla's pipeline. They also discuss the overall trend of the macro market & how they are taking this into account within their fund's trades. To learn more about Good Soil: https://goodsoilinvestment.com/ For more updates, follow us on: - Twitter: https://goodsoil.io/twitter - LinkedIn: https://goodsoil.io/linkedin - SumZero: https://goodsoil.io/sumzero DISCLAIMER: https://goodsoil.io/disclaimer
2021-07-31
57 min
SumZero Headlines
Statera Capital on Commercial Litigation Finance
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.
2021-06-02
35 min
SumZero Headlines
Ben Griffith (Miri Capital Management) on Emerging Markets Investing
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...
2021-05-11
31 min
SumZero Headlines
Warren Fisher (Manole Capital Management) on Digital Payments
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.
2021-04-28
42 min
SumZero Headlines
Dmitrijs Soha (Pinnacle Global Alpha Fund) on Tesla
This week, we are joined by Dmitrijs Soha, founder of London-based Pinnacle Global Alpha Fund and frequent SumZero contributor, for a conversation on Tesla. Soha has been a vocal bear on Tesla for over two years now and believes the short case has only become more compelling with rapid growth in the EU and incumbent automakers like Volkswagen expanding their electric vehicle fleet. Plagued by production and technology issues, Soha believes Tesla will only continue to miss targets and lose market share in the fastest growing EV markets globally. Tune in for the short thesis on Tesla and read...
2021-03-30
30 min
SumZero Headlines
Eric Gregg (Four Tree Island Advisory) on Semiconductors & WFE
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...
2021-03-22
34 min
Dollar Auction Show
Divya Narendra on SumZero, Equities, Bitcoin, monetary policy & a lot more
Today we are thrilled to welcome Divya Narendra, the Founder and CEO of SumZero, the world's largest investment community.We talk about how Divya founded Sumzero, the investment research community, fed monetary policy, bitcoin, generating alpha and a lot more.hardcorefinance.comsumzero.com@MrEBITDA@ShimonLazarov@divyanarendraSupport the show
2021-03-15
1h 06
SumZero Headlines
Scott Preston (Maven Group LLC) on GameStop
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...
2021-03-10
29 min
SumZero Headlines
Gary Brode (Deep Knowledge Investing) on Hospitals, COVID-19, and the Supreme Court
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.
2020-10-22
41 min
Leaders in Business and Investing
The World's Largest Investor Community ft. SumZero Co-Founder Divya Narendra
We were truly honored to be joined last week by one of the early pioneers in social media, Divya Narendra. Divya conceived the notion of creating an online community while still an undergraduate student at Harvard University in 2002. He then went on to co-found the Harvard Connection which would later give rise to Facebook. Based on his previous success, along with extensive experience in several prestigious banking and finance roles, Divya decided to create a similar community for investment professionals and capital allocators alike. Today, SumZero is the largest investor community in the world and has subsequently changed the...
2020-07-01
38 min
SumZero Headlines
Will Thomson (Massif Capital) on Uranium & the Future of Nuclear Energy
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.
2020-06-18
40 min
Demo Day Podcast
Divya Narendra on Understanding Market Expectations, SumZero
In this episode, Divya talks about his experience at Harvard, being a good judge of character, why entrepreneurship isn’t just about the money, but more about the impact, and digs deep into knowing what is market for a particular issue.Guest - Divya NarendraWebsite - SumZeroFollow Us!LinkedIn: www.linkedin.com/company/coefficient-labsInstagram: www.instagram.com/demodaypodcast/Facebook: www.facebook.com/coefficientlabs/Twitter: https://twitter.com/coefficientlabsContact Information: social@coefficientlabs.com
2020-06-07
1h 23
SumZero Headlines
Ken Londoner (BioSig Technologies) on Biotech Solutions in Signal Processing
This week, SumZero is excited to offer our very first corporate access event featuring Ken Londoner, CEO of BioSig Technologies (NASDAQ: BSGM). Londoner is a former buyside investor and entrepreneur, who founded BioSig in 2009 after years of analyzing early-stage growth companies in the medtech space. BioSig has patented its core product, Pure EP™ which provides bioelectronic signal processing technology to hospitals and innovation centers in their treatment of arrythmia. Londoner sheds light on the $5B electrophysiology market, BioSig's strategic partnership with the Mayo Clinic, and the far-reaching software applications for Pure EP™ beyond cardiac ablation.
2020-02-12
37 min
SumZero Headlines
Brian Finn (FIN Capital) on Behavioral Bias in the Stock Market
This week, we sat down with Brian Finn, Founder/PM of FIN Capital who is currently SumZero’s top-ranked contributor. Finn uses his behavioral economics background to weigh the impact of common biases in the public markets. In this episode, Finn introduces us to the concepts of herding, anchoring and recency bias and presents two related case studies: MiMedx and Century Aluminum.
2020-01-16
36 min
SumZero Headlines
Permian Capital & WealthMark LLC on Bitcoin and Other Digital Assets
Last week, we discussed the strengths and weaknesses of Bitcoin with crypto funds, Permian Capital Management and WealthMark LLC. Josh Kernan and Ian Del Balso of Permian Capital introduce several other digital assets & technologies including Basic Attention Token (BAT) and the Brave browser, which sits atop the Ethereum blockchain. With over 10M monthly active users, Brave experienced a 19% surge in usership between October and November '19. Next, Ben Esget of WealthMark walks us through the "stock to flow" valuation framework for Bitcoin, citing increasingly low interest rates and the Bitcoin halving process as growth catalysts.
2019-12-19
46 min
SumZero Headlines
Brian Oh (Saiga Capital) on Online Gaming & Sea Ltd.
This week, we discuss a Singaporean stock capturing major investor attention, Sea Ltd. and growth opportunities in the online gaming sector. Brian Oh, founder/PM of Saiga Capital, focuses exclusively on gaming equities and shares his macro insights and top picks headed into 2020.
2019-11-21
36 min
SumZero Headlines
Montreux Capital on UK Healthcare and Brexit-Related Risks
This week, we are joined by Oliver Harris and his team at UK-based Montreux Capital to discuss their specialist healthcare portfolio and the sector-wide implications of Brexit proposals on labor, tax code, and immigration.
2019-11-07
23 min
SumZero Headlines
Peter Galgay (Amitell Capital) on Burford vs. IMF Bentham
Peter Galgay, CIO of Amitell Capital, joins us to take up the other side of the ongoing Burford Capital debate. Galgay and his team have spent years researching litigation finance as an asset class and are invested in a close competitor, IMF Bentham. Galgay draws comparisons between IMF and Burford and outlines investors' discomfort with Burford accounting methods among other insights.
2019-09-30
42 min
SumZero Headlines
Artem Fokin (Caro-Kann Capital) on Burford Capital
Artem Fokin of Caro-Kann Capital responds publicly to the Muddy Waters case against Burford Capital, as one of the most vocal bulls on the name. He unpacks all salient claims - from accounting irregularities to ethical concerns which have resulted in a 50% price drop since early August.
2019-09-19
47 min
SumZero Headlines
Albert Meyer (Bastiat Capital) on General Electric
SumZero’s CEO Divya Narendra sits down with Albert Meyer of Bastiat Capital to parse Harry Markopolos’ fraud claims against GE and his insights on the stock from a forensic accounting perspective.
2019-08-21
38 min
The Meb Faber Show - Better Investing
#151 - Divya Narendra - Valuation Is Probably The Most Critical Component of SumZero’s Thesis
In episode 151 we welcome Divya Narendra, CEO & Co-Founder of SumZero. Divya begins by talking about the beginnings of SumZero and finding its initial traction by Divya calling friends from other funds and politely asking them to submit research. From there, he asked those friends to provide any contacts they could, and the platform grew from there, including a cap-intro side of the business to expose analysts, PMs, and fund managers to potential investors.Divya then discusses addressing the shortcomings of sell side research with SumZero, in particular, the lack of vested interest and high conviction from the...
2019-04-17
59 min