This Undervalued Cannabis Stock Could Be a Big Hit
SumZero shares excerpts from Arieh Coll's research on Ayr Strategies and their stake in the ever-expanding US cannabis market.
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K.S. Anthony
I am a New York City-based writer and marketing strategist with a proven track record of successful growth and optimization strategies in today's volatile environment.
As a writer and editor, I've earned over 143 million page views and one billion Facebook impressions. In addition, I have written branded content, feature-length screenplays, Billboard-charting song lyrics, and edited thousands of news articles, graduate and undergraduate research papers, college application essays, and more.
As a strategist, I differentiate myself through unconventional thinking, flexibility and excellence in marketing tactics and strategy, the performance of those who I recruit and employ, and the speed and efficacy with which my teams and I deliver results.
I graduated cum laude from Columbia University with a B.A. in English and am proud to be an honorary G-Chief (civilian advisor) in the NYC Chapter of the Special Forces Association.
Digging for Value in Micro-Caps: Boomer Holdings
When we reported on the SumZero community’s best performing stocks of 1H2020 last October, we observed that the “top 10 performing ideas published in 2020 are all for nano, micro, or small cap companies, with low opening prices but an average of 274.7% returns,” further noting that of those 10, “six ideas had opening prices lower than $1 in the stock's given currency, while the remaining four ideas were less than $20.”
Since then, we’ve seen more and more ideas on nano, micro, and small c
Investors Place Their Bets on Gambling Stocks: DraftKings
At an investors event last November, Morgan Stanley made a bold prediction, telling participants that sports betting will become a nearly $7 billion industry in the United States by 2025, a sentiment echoed by casino executives from Hard Rock, MGM, and Mohegan Sun in attendance.
Curtains or Comeback? Movie Theaters and Studios Adapt or Die During Pandemic
The news that Disney (DIS: US) plans to release the live-action version of Mulan with an additional $29.99 on-demand price tag to Disney+ subscribers shone a spotlight on one of the biggest questions impacting the film industry as the COVID-19 crisis continues to hamstring the economy: how will new cinematic releases be affected if movie theaters remain closed or if audiences stop going to movies?
While filming and production have been delayed or halted altogether on some features, Hollyw
We interviewed 7 doctors and scientists about Covid 19. Here’s what they said.
Over the last few months, we’ve witnessed the novel SARS-CoV-2 coronavirus (henceforth referred to as COVID-19, the respiratory disease that it causes) pandemic wreak havoc across global infrastructures, overwhelming hospitals, sickening thousands, and staggering economies.
Plagues, Apocalypses, and Other Banalities
"It hadn't occurred to me until recently that most people are optimists, believing in a tidy model of the universe where things always regress to the mean and follow a predictable ebb and flow that they can model. They never really get that fat-tail, multi-sigma events (so-called "Black Swan" events that, according to standard statistical models should be so mathematically impossible as to be invisible) not only happen with observable frequency, but have effects that are incredibly unpredictable (and in this case quite destructive) with second and third order effects that are similarly unpredictable."
Fight or Flight? Two Deep Value Investments While Air Travel is Grounded
As the COVID19 virus continues to disrupt the market, contributing to the historical plunge that briefly halted trading on Monday, March 9th and again on Thursday, March 12th, some portfolio and fund managers are looking to the skies for deep value investments. No, they’re not experiencing religious epiphanies: they’re proselytizing the virtues of buying into various aspects of air travel...
Irrational Exuberance: An Interview With WallStreetBets Founder Jaime Rogozinski
While SumZero has served the professional BuySide community since 2008, we would be remiss if we did not comment on trends that affect the financial ecosystem. As many have noted in recent weeks, there is an undeniable impact being made by retail investors that affect the market as a whole. Among them is Reddit’s WallStreetBets. Our aim was to avoid sensationalist coverage and examine this phenomenon as objectively as possible to better serve our members.
– Editor
Irrational Exuberan
Anti-Viral: Two Biotech Stocks Rising With COVID-19
With the COVID-19 coronavirus dominating the headlines and sparking a downturn across broad swaths of the market, many investors are looking to those who are leading the way in the search for either a vaccine, a cure, or both. While many in pharma and biotech are contributing research to this global health crisis, two companies are at the forefront of this battle: Gilead Sciences Inc. (GILD:US) and Moderna Inc. (MRNA:US). Not only have both GILD and MRNA seen significant increases in an otherwis
Antifragile? JD.com Thrives Amidst Coronavirus Fears
If there’s one variable dampening the relative exuberance that has characterized the market for the last few months, distilling anxiety from uncertainty and slowing even the most bullish of runs, it is undoubtedly the Covid-19 coronavirus outbreak, which is thought to have originated in Wuhan, China before spreading throughout the world.
Peloton and Nautilus: The Long and Short of Fiscal Fitness
The biggest change in exercise machines is the adoption of endogenous technology intended to quantify performance or physiological metrics. Speedometers, pedometers, heart rate monitors, and calorie calculators – once separate tools – can now be found on the least advanced stationary bicycles or treadmills at nearly any gym across the world as well as in wearable devices and phones. At a certain point, the number of useful metrics drops off for the average exerciser.
Virgin Galactic: Ready for Launch or Lost in Space?
Although SumZero is known as a value-driven investment community, we often see ideas that offer a more VC-like return profile, with hockey stick growth potential. This is the type of value we perceived in the following idea.
Retail 2.0: How In-Store Experiences Will Shape Buying Habits in the 2020s
Retailers like Sony, Canada Goose, and RH are integrating new consumer engagement features to modernize their brick-and-mortar shopping experience and protect revenues against the ecommerce threat. SumZero compiles insights from several contributing managers on those companies leading the way in ...
Gun to a Knife Fight/Sebastian Bach - YouTube
Wrote everything but the chorus on this track: great song with some incredible musicianship by Steve Stevens, Bobby Jarzombek, and Duff McKagan.
A Stalker's Dream: Startup Scraped Billions of Images From Social Media for Facial Recognition AI
An artificial intelligence start-up that has scraped billions of images from social media websites – in likely violation of the sites' terms of service – for facial recognition use by law enforcement agencies is renewing concerns among privacy advocates who fear that the technology could eventually make stalking a complete stranger as easy as taking a picture. The company, Clearview AI, Inc. , was
Had Enough/Sebastian Bach - YouTube
Co-wrote lyrics on this ballad from Sebastian Bach's 2014 album "Give 'Em Hell."
Hell Inside My Head/Sebastian Bach - YouTube
Co-lyricist on this first single from Sebastian Bach's "Give 'Em Hell."
Disengaged/Sebastian Bach - YouTube
Co-wrote lyrics on this track from Sebastian Bach's Billboard-charting "Give 'Em Hell."
Resistant Mindsets, Resilient Resets
In Psychology of Intelligence Analysis, Richards J. Heuer writes, “A mind-set is neither good nor bad. It is unavoidable. It is, in essence, a distillation of all that analysts think they know about a subject. It forms a lens through which they perceive the world, and once formed, it resists change.” There are myriad examples of resistant mindsets – of inaccurate mental maps that do not reflect the operational terrain – in business, particularly as you proceed up the corporate hierarchy.
The Frontlines of the Streaming Wars
With Disney and Apple entering the arena, we reviewed some of the ideas posited by SumZero contributors to examine how these two giants are shaping the competition for subscription-based video and how companies like Apple and Netflix – the 6th and 7th most-searched for companies on SumZero – are being affected.
Disney Plus: Not Just For Kids
Disney's (DIS) acquisition of Marvel Entertainment and Lucasfilm (and thus, the Star Wars franchises) in 2009 and 2012 respectively, expanded its
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