SumZero, Inc.

Yesterday, SumZero CEO Divya Narendra hosted long-time SumZero member and current #1 ranked Healthcare analyst, Brian Finn, Founder and CIO of Findell Capital. Brian outlined the path forward for Findell's highest conviction name, Establishment Labs (ESTA:US), which they believe could be a 2x over the next 12 months and a potential multibagger by the end of 2025. This discussion walks through three clear catalysts that Brian sees, including what one patient described to Brian as the next "Ozempic" like product in aesthetics. That entire discussion can be found below: https://lnkd.in/eQd2M6Va

Really excited to be joining Jean Philippe Tissot and the Arauca Capital team as well as the Finance & Investment Club Uniandes as they launch the first fundamental Stock Pitch Competition in Colombia for undergrad students. JP and team are on a mission to educate the students of their community and bring the art and science of fundamental investing into their line of site. We're all for it and really look forward to welcoming these students into the SumZero community as they continue to learn and grow on their investing journeys over the years to come! Best of luck to all of the students!

Thanks again for joining us at the Investor Summit Christopher Karlin, CFA and congrats again on winning the best Ex-US category with your thesis on Dino Polska S.A. in this years SumZero, Inc. Top Stocks 2024 Investment Challenge! Given the feedback from our judges panel was that this was the strongest batch of Ex-US ideas shared across any platform in years, that's no small feat. Well deserved

SumZero, Inc. CEO Divya Narendra recently had the chance to sit down with Plural Investing LLC Founder and SumZero member, Chris Waller. This was a great conversation focused on #smallcap investing and a deeper look into two individual opportunities – Currency Exchange International (CXI) and Kyndryl (KD). Chris is a talented young investor that the masses don't yet know about, but they should. He does an incredible amount of due diligence on the names in which he invests – the SumZero community has been fortunate enough to see a good deal of this work firsthand. This discussion only scratches the surface ... Thanks again for joining us Chris Waller!

SumZero, Inc.'s Top Stocks 2024 Investor Summit is now less than 3 weeks away! If you've yet to register, be sure to do so with the link below, asap. Space will be limited. Every year, SumZero runs an investment competition heading into year end, asking our community of professional investors for their highest conviction ideas looking into the new year and beyond. The below investors won their respective categories, as selected by an independent panel of 35+ judges – allocators and senior PMs – from within the SumZero community. On February 8th, we have the opportunity to hear directly from these investors as they walk us through their thesis on each respective idea. Ex US: Dino Polska - Christopher Karlin, CFA, Aquitania Capital Management Special Sits: Calumet Specialty – Mike Seufer, Dune Ridge Capital Micro / Small Cap: Inotiv, Inc. - Keith Dalrymple Dalrymple Finance Mid Cap: Chart Industries - Billy Duberstein, Stone Oak Capital, LLC Large Cap: Cloudflare Inc. - Alan Au, AAC Capital Rising Stars: Kingsway Financial Services - Alexander Nelson Not only will attendees have the opportunity to learn about six new opportunities, but we'll also be hosting 1:1 conversations with Mohnish Pabrai, Tyler Winklevoss and Cameron Winklevoss as well as Christopher VanSant, 20+ year retired Special Forces Operator and currently the COO of the All Secure Foundation. This should be a highly informative and incredibly fun day. Looking forward to seeing you there! https://lnkd.in/e7ep-Vc7

We are pleased to announce the winners of SumZero's 2024 Top Stocks + Rising Stars Investment Challenge! As always, a huge thank you to our judges and the entire SZ investment community, particularly those that joined the competition - it was a fantastic turnout this year. Without further ado, the winners for each category: Ex US: Dino Polska - Christopher Karlin, CFA, Aquitania Capital Management Micro / Small Cap: Inotiv, Inc. - Keith Dalrymple, Dalrymple Finance Mid Cap: Chart Industries - Billy Duberstein, Stone Oak Capital, LLC Large Cap: Cloudflare Inc. - Alan Au, AAC Capital Rising Stars: Kingsway Financial Services - Alexander Nelson You can find all of the winning, runners-up, and submitted ideas on SumZero here: https://lnkd.in/eQR377ZR Congratulations to all of our winners!

ONE WEEK LEFT. What's your highest conviction investment idea for 2024 and beyond? Compete with the other investors in our buyside investor community and put your work in front of our 30+ member judges panel – senior investors + institutional allocators in our network. Join SumZero, Inc.'s Top Stocks Investment Competition today. Winners will be invited to pitch their thesis live at this years Virtual Investor Summit in February – an event that will leave attendees with at least 6 actionable investment ideas for 2024+ and the opportunity to sit in on private 1:1 conversations that we'll be hosting with Mohnish Pabrai, Cameron Winklevoss and Tyler Winklevoss – as well as our guest of honor, Christopher VanSant, current COO of the All Secure Foundation. Chris is a retired 20+ year Special Operations Veteran and took part in over 600 combat missions. More specifically, he was part of the Special Forces unit that hunted down the "Deck of Cards" and involved in the capture of Saddam Hussein. Today, Chris and the All Secure team are part of an incredibly important mission, helping Special Operator Warriors, and their families, heal from the trauma of war. If you want to compete, go to sumzero.com for additional details. If you don't yet have an account, take 1 minute to set one up. A huge thank you to SixAI, Koyfin and Vinovest for being involved in the prize package for the winners and runner ups of the competition. And to Mohnish Pabrai who is generous to offer up his time – winners will have the opportunity to join Mohnish in a private discussion.

Two Weeks Left: SumZero, Inc. Top Stocks 2024 + Rising Stars #Investment Challenge To ANY #investor looking for broader exposure for their work and an opportunity to #network with more investors – this competition is for you. Details below: How do I enter the #SumZeroTopStocks2024 Investment Challenge? 1. Set up your free SumZero account on http://sumzero.com (current members, you know the deal) 2. Click the Submit Research button on your homepage 3. Submit report > wait for approval Who is eligible to join? ALL investors 1. PM’s/Analysts with buyside experience join our traditional buyside competition 2. Investors looking to break into the buyside or those that simply love investing, enter into our Rising Stars challenge Who is judging the competition? Every year we host an independent panel of judges made up of senior members of our buyside community + members of our institutional allocator community. Again this year we're also incorporating a 'community vote' Are there different categories? Yes. Micro & Small Cap : < $2B Mkt Cap; Mid Cap : $2B <> $10B Mkt Cap; Large Cap+: >$10B Mkt Cap; Ex US: Domiciled outside of the US; Special Sits: One+ hard catalysts cited in the “Catalysts” section of submission Can I enter more than one idea? Yes. Members can, and are encouraged to submit more than one idea to each category, or multiple ideas into a single category . However, a single idea will only be voted on for a single category. Why join? Exposure, research, analytics - Your ideas gain exposure to our entire 15+ year old investor network, including the 35+ investor judges panel (many of whom are allocators) - Unlock access to the entire SZ research database + network - Winning ideas broadly distributed If you're not already, you become a member of the SZ investor network w/ the ability to directly msg and network with like-minded investors across the globe

Last week, SumZero, Inc. founder and CEO Divya Narendra had the opportunity to sit down with yet another one of SumZero's talented investors – Theodore Rosenthal, Founder and CIO of TMR Capital. TMR focuses on smaller companies that are misunderstood, discarded, and off the beaten path. Theodore, a prolific contributor to the SumZero network, has been sharing such opportunities with the community over the past few years. In this discussion, SumZero CEO Divya Narendra gets the opportunity to dig a bit deeper into two of Ted's more recent opportunities – ZENV:US and HROW:US – both of which he believes have the potential to offer significant upside. #smallcapstocks #specialsituations https://lnkd.in/dU7S3YbB

It's back. This Monday, SumZero, Inc. will once again host our annual Top Stocks + Rising Stars Investment Challenge. This will be our 8th year in a row running the competition and 2nd year hosting the Rising Stars of the industry. Without fail, every year, new rocks are overturned and #investments that are often incredibly far from the radars of most, are brought forward. All market caps, all regions, all sectors. It's always incredible to watch a global community of extremely talented investors with skin in the game, come together to compete with each other. All put their work to the test in front of our independent panel of judges over the course of the following few weeks. Everyone competing, yet all ultimately collectively benefiting from each others work. New ideas, new connections, new conversations and new opportunities brought forward for the new year ahead. This competition is open to anyone and everyone. Will you compete? Submission window opens this Monday through December 20th. A look at a small handful of names shared last year. #activemanagement #valueinvesting #smallcapstocks #midcaps #largecapstocks