Shows
Chai with PabraiMohnish Pabrai's Session with SumZero on June 10, 2025Mohnish 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 Energy Exchange & Na...
2025-07-0450 min
Radio Entrepreneurs"A Hot Alternative in Heating" with David Sampaio of SumZero EnergyTitle: "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
2024-04-0210 min
Planet MicroCap Podcast | MicroCap Investing StrategiesThe Power of Institutional Validation with Griffin Marie, Vice President of Business Development at SumZeroMy 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...
2024-03-2625 min
Planet MicroCap Podcast | MicroCap Investing StrategiesThe Power of Institutional Validation with Griffin Marie, Vice President of Business Development at SumZeroMy 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...
2024-03-2625 min
Chai with PabraiMohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024Mohnish 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...
2024-03-1348 min
SumZero HeadlinesGoing Global with Small-Cap Value Investing: A Discussion with Chris Waller of Plural InvestingIn 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...
2024-02-1628 minSumZero HeadlinesStoic Point Capital Management discusses their approach and highlights EVLV and JBISumZero 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...
2024-02-1657 minSumZero HeadlinesTed Rosenthal of TMR Capital chats HROW, ZENV, and opportunities across small cap and special sitsIn 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...
2024-02-1626 minSumZero HeadlinesInterview with Iteris CEO Joe Bergera: Exploring the Future of Mobility Infrastructure ManagementIn 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...
2024-02-1651 minSumZero HeadlinesSandstorm Gold Ltd (SAND:US) in conversation with White Falcon Capital ManagementIn 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
2023-08-2550 minSumZero HeadlinesKingdom Capital Co-Founders join SumZero CEO to discuss their investments in PLCE and AMRKSumZero 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
2023-08-0234 minSumZero HeadlinesChristopher Godfrey of Headwaters Capital chats TMDX, NSIT and the case for Small CapsSumZero 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
2023-08-0238 minSumZero HeadlinesDPH Capital Founder Daniel Piderit Hernandez breaks down his thesis on META, FSLR, and Latin AmericaSumZero 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...
2023-06-2047 minSumZero HeadlinesPortfolio Manager Jan Martínek of Central European Capital Partners discusses ERII, Vicore, and Biovica00:46: 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
2023-06-0829 minSumZero HeadlinesPortfolio Mgr of DoorDarshi India Fund, Rajeev Agrawal chats CSB Bank & Ujjivan Financial ServicesIn 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...
2023-06-0847 minSumZero HeadlinesBen 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.
2023-05-2630 minSumZero HeadlinesAdam 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.
2023-05-2638 minSumZero HeadlinesChris McIntyre, CIO and Founder of McIntyre Partnerships discusses his thesis on $OSW and $SPHRChris McIntyre, CIO and Founder of McIntyre Partnerships – a small and mid cap focused value fund – walks through his theses on OneSpaWorld ($OSW) and Sphere Entertainment ($SPHR) and why he sees very asymmetric risk reward profiles on both investments.
2023-05-1952 minSumZero HeadlinesLegendary value investor Mohnish Pabrai on Reysas, Position Sizing, Big Tech, ChatGPT and moreIn a wide ranging discussion with legendary value investor Mohnish Pabrai, we hear about his investments in Reysas, Brookfield, his thoughts on position sizing and concentration as well as Big Tech and how ChatGPT (and others) might disrupt the space.
For more access to investment discussions and actionable investment research, join the SumZero investment community by starting your free trial today – www.sumzero.com/apply
2023-04-181h 03SumZero HeadlinesMeWe CEO Jeffrey Edell & Nural Capital Co-Founder Rabia Iqbal chat on Web 3, Polkadot, AptosJeffrey Edell, former chairman of Myspace, is the CEO of MeWe, a social platform with over 20 million users worldwide. MeWe is in the process of transitioning to a decentralized model built on Polkadot and will soon be the world's largest social platform built on the blockchain. Rabia Iqbal is the founder of Nural Capital, a crypto-focused fund of funds. Her firm invested in the seed round of Aptos, a layer 1 blockchain which spun off of Meta blockchain team. She talks about trends she's seeing in Defi and other opportunities emerging post FTX collapse.
2023-04-1839 minSumZero HeadlinesMettler–Toledo International ($MTD): Never Sell? Roli Saxena, founder of Drona Capital, discussesIn 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
2023-04-1847 minSumZero HeadlinesWhite 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
2023-04-1845 minSumZero HeadlinesRenowned 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
2023-04-121h 09SumZero HeadlinesIs China Still Uninvestable? A conversation with Navis Jockey FundSumZero 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...
2023-04-1151 min
Chai with PabraiMohnish Pabrai's Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023Mohnish 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
2023-03-0754 min
Going Live With Good Soil$TSLA Q2 EPS Estimate, Production & Delivery Report ReactionIn 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/
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2022-07-161h 18
Going Live With Good SoilMacro Uncertainty, $TSLA Production/Deliveries, $RKLB CapstoneIn 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/
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2022-07-051h 07
Going Live With Good SoilInflation Peak?, Crypto Volatility, $TSLA UpdatesIn 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.
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2022-06-231h 06
Going Live With Good SoilMacro Update, Crypto Crash, $TSLA & SpaceX UpdatesMatt 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/
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DISCLAIMER: https://g...
2022-06-161h 15
Going Live With Good SoilMacro Outlook, $TSLA Order Backlog, $TWTR Deal UpdatesIn 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/
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2022-06-081h 08
Going Live With Good SoilMacro Rebound, $TSLA FSD Beta Updates, Giga ShanghaiIn 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/
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2022-06-011h 11
Going Live With Good SoilMacro Outlook, Elon Drama, $TSLA FundamentalsIn 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/
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2022-05-241h 06
Going Live With Good SoilMacro Updates, $TWTR Drama, $TSLA FSD BullishnessMatt 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/
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2022-05-181h 09
Going Live With Good SoilMacro Market Capitulation, $TSLA Impact Report, $LMND EarningsIn 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/
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2022-05-111h 07
Going Live With Good SoilFOMC Meeting, $TSLA Shanghai Updates, $RIVN RecapIn 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.
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2022-05-031h 07
Going Live With Good SoilElon Buys Twitter, Unpacking $TSLA Q1, Macro UpdatesIn 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/
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2022-04-261h 06
Going Live With Good SoilElon Musk & $TWTR, $TSLA Giga Shanghai ReopeningIn 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.
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2022-04-261h 04
Going Live With Good SoilMacro Volatility, Tesla Cyber Rodeo, Giga Shanghai ConcernsIn this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the recent macro market volatility, $TSLA's Cyber Rodeo event, Giga Shanghai shutdown concerns, and more.
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2022-04-151h 01
Going Live With Good Soil$TSLA Earnings Preview & Estimates, Elon buys $TWTR, Macro RallyIn 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 $TWTR, the macro market rallying, and more.
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2022-04-071h 08
Going Live With Good Soil$TSLA Stock Split? Macro Updates, $RKLB OutlookIn 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.
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2022-03-301h 08
Going Live With Good SoilMacro Rebound, $TSLA Masterplan Pt. 3, Giga Berlin OpeningIn 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.
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2022-03-231h 04
Going Live With Good SoilMacro Fears Continue, $TSLA Rising Costs, FOMC MeetingIn 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.
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2022-03-161h 11
Going Live With Good SoilMarket Impact of Russia/Ukraine, $TSLA OutlookIn 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.
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2022-03-081h 01
Going Live With Good SoilRussia-Ukraine Discussion, $TSLA Updates, $LMND EarningsIn 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.
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2022-03-021h 08
Going Live With Good SoilRussia-Ukraine Updates, $RBLX Dump, $TSLA Giga AustinIn 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.
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2022-02-221h 00
Going Live With Good SoilUkraine-Russia Tensions, $TSLA Marketing, StarshipIn 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.
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2022-02-161h 13
Innovation with Mark Peter DavisFrom ConnectU to SumZero, The Journey of Divya NarendraDivya 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...
2022-02-1051 min
Going Live With Good SoilMacro Market Updates, Starship, $RBLX ER PreviewIn 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.
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2022-02-091h 06
Going Live With Good SoilMacro Uncertainty, Growth Rebound, Unpacking $TSLA Q4In 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.
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2022-02-051h 03
Going Live With Good SoilMarkets Crashing, FOMC Meeting, $TSLA EarningsIn 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.
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2022-01-2755 min
Going Live With Good Soil10YR Treasury, Tesla Product Roadmap, Q4 Earnings SeasonIn 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.
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2022-01-181h 08
Going Live With Good SoilGrowth Stocks, $TSLA PredictionsIn 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 $LMND.
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2022-01-1258 min
Going Live With Good Soil$TSLA Q4 Record Deliveries, Impact on StockIn 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.
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2022-01-061h 02
Going Live With Good SoilRKLB Warrant Redemption, TSLA Q4 Deliveries, '21 Closing ThoughtsIn 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.
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2022-01-0459 min
Going Live With Good SoilBBB Bill Scrapped, $TSLA Berlin & Austin TimingIn 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
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2021-12-231h 08
Going Live With Good SoilTech Crash, $TSLA Earnings Preview, Elon InterviewIn this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the tech stock crash, Tesla stock earnings preview, Elon's latest interview on the Hardcore History podcast, and more.
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2021-12-151h 18
Going Live With Good Soil$RKLB Neutron Update, $TSLA Price Action, Macro JittersIn 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.
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2021-12-091h 09
Going Live With Good SoilMacro Rebound, $TSLA Price Action, $RKLB Product UpdateIn this episode of Going Live With Good Soil, Emmet Peppers and Matt Smith discuss the Omicron scare and market rebound, Tesla stock price action and the 12/9 rumors, speculation on Rocket Lab's upcoming Neutron product update, and more.
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2021-11-301h 01
Going Live With Good Soil$TSLA Split Rumors, $RBLX Investor Day, IBKR Probability LabIn 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.
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2021-11-301h 17
Going Live With Good SoilRocket Lab Earnings, Infrastructure Bill, $TSLA Price ActionIn 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.
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2021-11-171h 04
Going Live With Good SoilElon Selling $TSLA, $LMND Acquires MetroMile, $RBLXIn 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, $LCID, and more.
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2021-11-101h 25
Going Live With Good Soil$TSLA Record Highs, Elon Musk & Biden, Roblox & The MetaverseIn 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.
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2021-11-041h 14
Going Live With Good Soil$TSLA Over $1T, Hertz Deal, $SNAP TroubleIn 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, $SNAP trouble, and more.
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2021-10-271h 16
Going Live With Good Soil$TSLA Technical Analysis w/ Guest Host Yashu SharmaIn 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
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2021-10-221h 14
Going Live With Good SoilNew Stock Pick: $RKLB, Bitcoin ETFs, $TSLA EarningsIn 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.
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2021-10-221h 03
Going Live With Good SoilTesla Q3 Deliveries, Earnings PreviewIn 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.
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2021-10-061h 03
One in a BillionDivya Narendra: Born to Connect, From HarvardConnection to SumZeroMany 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...
2021-10-0436 min
Going Live With Good SoilPolestar SPAC, $TSLA Rise, FSD Beta ButtonIn 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.
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2021-09-281h 05
Going Live With Good SoilCrypto Crash, Tesla Insurance, EvergrandeIn 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.
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2021-09-211h 02
Going Live With Good SoilEpic Games vs. Apple Ruling, FSD Beta 10, Tesla Energy Trade DeskIn 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.
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2021-09-1559 min
Going Live With Good SoilBillionaire Accumulating $TSLA, NFTs, Virgin GalacticIn 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.
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2021-09-071h 03
Going Live With Good SoilHumanoid TeslaBot, Rivian IPO, & China RegulationsIn 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.
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2021-09-011h 11
Going Live With Good SoilTesla Robotaxi Fleet w/ Florian MinderopIn 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/
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2021-08-2655 min
Going Live With Good SoilRoblox ER, Tesla NHTSA Investigation, & Growth StocksIn 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.
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2021-08-181h 04
Going Live With Good SoilTesla AI Day, Roblox, & CoinbaseIn this episode of Going Live With Good Soil, Emmet & Matt discuss expectations for Tesla's upcoming AI Day, Roblox, and Coinbase's earnings.
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2021-08-111h 14
Going Live With Good SoilDave Lee & Emmet Discuss Markets, TSLA, and Tesla’s FSDIn this episode of Going Live With Good Soil, Emmet is joined by Dave Lee to discuss the markets, $TSLA, and Tesla's FSD progress.
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2021-08-051h 29
Going Live With Good SoilUnpacking $TSLA Q2 EarningsIn this episode of Going Live With Good Soil, Emmet and Matt discuss Tesla's Q2 results.
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2021-07-311h 18
Going Live With Good Soil$TSLA Q2 Earnings EstimatesIn this episode of Going Live With Good Soil, the team breaks down Matt's $TSLA Q2 Estimates.
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2021-07-311h 10
Going Live With Good SoilFSD Updates, TSLA Options & Identifying OpportunitiesIn 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.
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2021-07-311h 02
Going Live With Good SoilTesla Q2 Deliveries, Future Products & Macro MarketsIn 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.
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2021-07-3157 minSumZero HeadlinesStatera Capital on Commercial Litigation FinanceThis 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.
2021-06-0235 minSumZero HeadlinesBen Griffith (Miri Capital Management) on Emerging Markets InvestingBen 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...
2021-05-1131 minSumZero HeadlinesWarren Fisher (Manole Capital Management) on Digital PaymentsThis 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.
2021-04-2842 minSumZero HeadlinesDmitrijs Soha (Pinnacle Global Alpha Fund) on TeslaThis 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...
2021-03-3030 minSumZero HeadlinesEric Gregg (Four Tree Island Advisory) on Semiconductors & WFEThis 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...
2021-03-2234 min
Dollar Auction ShowDivya Narendra on SumZero, Equities, Bitcoin, monetary policy & a lot moreToday 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
2021-03-151h 06SumZero HeadlinesScott Preston (Maven Group LLC) on GameStopThis 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...
2021-03-1029 minSumZero HeadlinesGary Brode (Deep Knowledge Investing) on Hospitals, COVID-19, and the Supreme CourtThis 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.
2020-10-2241 min
Leaders in Business and InvestingThe World's Largest Investor Community ft. SumZero Co-Founder Divya NarendraWe 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...
2020-07-0138 minSumZero HeadlinesWill Thomson (Massif Capital) on Uranium & the Future of Nuclear EnergyThis 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.
2020-06-1840 min
Demo Day PodcastDivya Narendra on Understanding Market Expectations, SumZeroIn 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
2020-06-071h 23SumZero HeadlinesKen Londoner (BioSig Technologies) on Biotech Solutions in Signal ProcessingThis 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.
2020-02-1237 minSumZero HeadlinesBrian Finn (FIN Capital) on Behavioral Bias in the Stock MarketThis 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.
2020-01-1636 minSumZero HeadlinesPermian Capital & WealthMark LLC on Bitcoin and Other Digital AssetsLast 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.
2019-12-1946 minSumZero HeadlinesBrian 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.
2019-11-2136 minSumZero HeadlinesMontreux Capital on UK Healthcare and Brexit-Related RisksThis 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.
2019-11-0723 minSumZero HeadlinesPeter Galgay (Amitell Capital) on Burford vs. IMF BenthamPeter 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.
2019-09-3042 minSumZero HeadlinesArtem Fokin (Caro-Kann Capital) on Burford CapitalArtem 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.
2019-09-1947 min
SumZero HeadlinesAlbert Meyer (Bastiat Capital) on General ElectricSumZero’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.
2019-08-2138 min
The Meb Faber Show - Better Investing#151 - Divya Narendra - Valuation Is Probably The Most Critical Component of SumZero’s ThesisIn 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...
2019-04-1759 min