18 year old social network offering actionable investment opportunities from professional investors, daily. Fund Marketplace – source, track, invest. DYODD.
New York, NY
Joined January 2012
- Tweets9.8K
- Following1.8K
- Followers22.3K
- Likes7.4K
SumZero retweeted
Friends, I'll be interviewing the CEO of electroCore, Inc. (Nasdaq: ECOR) today at 2pm ET. ECOR has ~$100 million in market cap and sells a non-invasive vagus nerve stimulation device that helps headaches, migraines and other ailments.
SumZero retweeted
Closing my long $IAC short $MGM. No real progress on non-core asset sales. “Barry being Barry” means this could take a year+. Still long $IAC (but smaller size) bc I like the $mgm asset and I think it’s a coiled spring given the valuation + buyback rate at $mgm. @SumZero
Link to my @SumZero report on $IAC. thesis: on the 11/4 call BD said they would look to sell all non core assets within 6 months & “speculated” they could receive $1bn or $12.6 per share. Market valuing that at $0. You can also hedge out $mgm risk
drive.google.com/file/d/1-n8…
SumZero retweeted
Last week, P10 $PX CEO Luke Sarsfield joined SZ to discuss valuation, growth, and competing in private markets – a candid fireside with Evercore ISI on SumZero.
Covers PE, private credit, M&A, and how management thinks about the stock today.
Full interview: youtu.be/5VgCwK_B72E
SumZero retweeted
Long(ish) explanation of the rationale of investing in Braskem Idesa bonds:
sumzero.com/pro/research/ide…
SumZero retweeted
$LRN..I’m very humbled to share that I won SumZero's Top Stocks 2026 Investment Competition! A huge thank you to SumZero and the judges for the opportunity, and to AlphaSense for sponsoring the event. Please DM if you want the write-up or the Slide Deck. Important Reminder: This is not investment advice. Do your own work. This is a long-term thesis and could be volatile. $LRN #Sumzero #AlphaSense #Stride
SumZero retweeted
What’s the most interesting leveraged large-cap setup you’re watching right now?
We're currently running a competition in partnership with Mariner Investment Group that explores those opportunities. High-conviction ideas. Complex capital structures.
This is a fantastic opportunity to gain direct access to senior decision-makers at Mariner Investment Group. $38k in awards on the line as well.
Compete on sumzero . com. Reach out with questions.
Mariner Investment Group, LLC (“Mariner”) is a leading alternative investment management firm founded in 1992, specializing in delivering sophisticated investment solutions across public and private markets. The firm manages approximately $9 billion in assets globally.
SumZero, in partnership with Mariner Investment Group, is hosting a leveraged large-cap investment competition focused on high-conviction, rigorously underwritten equity opportunities.
Finalists will present directly to Mariner’s senior investment team.
U.S. & Western Europe | $3bn+ market cap | 4.0x+ leverage
Submissions open Jan 12 – Feb 20. Open to ALL investors.
Review full contest details – including judges panel, incentive program and more – and compete only on
sumzero . com
*If you don't yet have a sumzero account, take 1 minute to apply so you can compete.
ALT https://www.marinerinvestment.com/
SumZero retweeted
During a recent @SumZero-hosted webcast, our Chairman and CEO Luke Sarsfield shared why the middle and lower-middle market remains attractive amid broader deal activity. He went on to explain how shifting LP demand toward differentiated strategies positions us to deliver long-term value in the current private markets ecosystem.
Learn more from Luke on our outlook below.
SumZero retweeted
Congratulations @ASB_Partners on the SumZero win! Also enjoyed the podcast with @YetAnotherValue. $LRN is a very interesting idea.
SumZero retweeted
SumZero, in partnership with Mariner Investment Group, is hosting a leveraged large-cap investment competition focused on high-conviction, rigorously underwritten equity opportunities.
Finalists will present directly to Mariner’s senior investment team.
U.S. & Western Europe | $3bn+ market cap | 4.0x+ leverage
Submissions open Jan 12 – Feb 20. Open to ALL investors.
Review full contest details – including judges panel, incentive program and more – and compete only on
sumzero . com
*If you don't yet have a sumzero account, take 1 minute to apply so you can compete.
ALT https://www.marinerinvestment.com/
SumZero retweeted
What long-term opportunities exist within the middle and lower-middle market for investors?
During a @SumZero-hosted webinar, our Chairman and CEO Luke Sarsfield laid out the white space that exists and how we navigate more opaque areas to yield the best outcomes for investors.
Learn more about our approach to investing here: p10alts.com/
SumZero retweeted
Our very own Luke Sarsfield joined Ben Rubin of Evercore for an engaging discussion hosted by @SumZero on how P10 is uniquely positioned to deliver alpha across a diverse set of strategies, ranging from Private Equity to Private Credit and Venture Capital, as well as the company’s core focus on the middle and lower-middle market.
Learn more from Luke on the opportunity set and P10’s differentiated market focus below.
SumZero retweeted
Top Stocks submissions are closed. Voting is live.
Rate 20+ ideas to be eligible for a complimentary year of SumZero access on sumzero . com.
Your ratings determine the Top 10 that move on to the 2nd round.
Voting closes Dec 29 at 11:59pm ET.
SumZero retweeted
5 DAYS LEFT.
What's your highest conviction idea for 2026? 👇
SumZero retweeted
Replay of my interview with Jack Lundin, CEO of Lundin Mining. @LundinGroup @SumZero
youtu.be/a9ZsCnOY73c
SumZero retweeted
Important to remember with all the noise flowing our way these days:
If the underlying business is good, management is good, the business can perform well during periods of adversity, and you can understand why the market has it wrong, the odds are probably in your favor.
SumZero retweeted
What will win in 2026? Compete only on sumzero . com.
Competition is open to ALL SumZero members.
$15k+ in cash prize. Massive exposure across our investor communities.
Immediate exposure to an incredible 30+ person independent panel of senior investors from our network.
SumZero retweeted
Hate doing this again but
At $31, $UNFI is a $1.9B market cap. FY26 guide takes net debt to $1.5B, likely $1.4B after insurance & asset sales not in guide. Expect EBITDA to come in at $700m vs "high confidence $665m" midpoint. I think you're paying under 5x here.
At $35, $UNFI is a $2.1B market cap, $1.8B net debt. FY26 guide takes that to $1.5B, likely $1.4B after insurance & asset sales not in guide. Expect EBITDA to come in at $700m vs "high confidence $665m" midpoint. I still think you're paying 5x here.
SumZero retweeted
Tomorrow with $PX CEO Luke Sarsfield
Join us Dec 11, 11am ET for an exclusive fireside chat with Luke Sarsfield, Chairman & CEO of P10 $PX, a $40B+ AUM platform focused on middle & lower‑middle market PE, private credit, and VC.
Reserve your spot:
us06web.zoom.us/meeting/regi…
