Ongoing in 2022 - Zoom
We kicked off a management interview series in September of 2020 for our investors to get direct access and insight from the CEOs of our portfolio companies. Details for registering will be provided to investors approximately 2 weeks prior to any meeting.
June 24, 2022 - Lisbon
We’re having an investor day in Cascais, Portugal, the day after CTT hosts its first Investor Day in 7 years on June 23, 2022. We look forward to welcoming you to our second home!
Let us know if you’re interested in joining us.
Past Events & Press
Steven sat down with Brandon Beylo of the Value Hive podcast to chat about constructivism, the behaviors of value creation and how to imbue them into both investments & corporate governance.
We hosted an investor meeting with NexGen Energy found Leigh Curyer and Segra Capital Management founder Arthur Hyde to discus the radically different approach NexGen is taking towards mine development as well as the uranium fundamentals and market conditions.
We hosted an investor meeting with CTT’s Chief Commercial Officer to talk about the radically different approach he’s taken to sales as well as the emerging Shopify suite he and his team are building.
We hosted an investor meeting with David Cote, former CEO of Honeywell and chairman of Vertiv to talk about his leadership style, his execution philosophy, how he balances dualities and how he keeps his teams motivated.
We hosted an investor meeting with SuperDry founder Julian Dunkerton via zoom in January to discuss his management style, the takeover of the business he founded and the restoration underway for the brand he still calls his baby.
We hosted an investor meeting with S4 Capital founder Sir Martin Sorrell via zoom in early December to discuss his management style, the advertising landscape, and of course, the highly differentiated approach he and the team are taking at S4 Capital.
We hosted an investor meeting with CTT’s CEO João Bento via Zoom in late September to get an update on where the strategic turnaround stands at the company.
We hosted our first ever investor day with multiple portfolio CEOs as well as a leading author to help us unveil our latest innovations to help our collaborative and forecasting abilities.
Catch some videos from the day in this YouTube playlist.
Steven moderated a panel with our friends Paul Isaac of Arbiter Partners and David Marcus at Evermore Global to discuss family controlled businesses at the first ever Project Punch Card conference. You can read more about the conference here.
We hosted a cocktail reception after the Liberty Media investor day to discuss the earthquakes happening in media.
Steven presented “A Builders Approach to Public Markets” previewing a white paper and our research on Bolloré and Exor at the International Value Investing Conference in Luxembourg. A shortened version of the presentation is available by request.
We hosted a roundtable of experts and interested parties in New York to discuss best practices in buying small private companies and family businesses.
We hosted a lunch in London with investors and friends to discuss Rolls-Royce and the aerospace industry.
We hosted 2 roundtables of investors and friends in New York to discuss the developments happening in the Canadian housing market, in conjunction with our new short in the sector.
Our research on TripAdvisor was featured in a full-length article in Barron’s. Editors at the publication did a great job shortening our 31-page research report, which you can download for free on our Public Research page.
Steven shared our most timely and actionable investment idea (TripAdvisor) at the 14th Annual Value Investing Seminar in Trani, Italy on July 13th. He also received an award for the second-best-performing idea from the year before, which was Telecom Italia.
Steven was quoted in the Barron’s lead story covering the Amazon-Whole Foods merger. Barron’s utilized our intensive research in helping to articulate the opportunity going forward for the merger and ramifications for the industry.
Steven was happy to present again at Value España, one of his favorite idea-generation venues, at the end of March. Steven discussed our latest and most attractive investment, which was Whole Foods Market (WFM) as well as updates GreenWood has made to its process over the last year.
Find out more about the conference here.
We were so pleased to have been declared the winner of SumZero’s contest, “Top Stocks for 2017” in the category Ex-US. This brings the total contest awards received by SumZero up to seven over the past few years.
Steven was pleased to share his thoughts on his favorite ideas for 2017: Telecom Italia (TIT IM) and Bolloré SA (BOL FP) with Manual of Ideas’ Best Ideas Conference in early January of 2017.
We were honored to be named a top Wealth Manager for the second year in a row by Five Star Professional. The award indicates our customer satisfaction is in the top 99% percentile in the New York metro area.
We will be posting the advertisement soon.
We were honored to be declared a winner in another of SumZero’s contests – this time our 38-page short report on Volkswagen preference shares was voted a winner in SZ’s corporate Credit/Preferred Stock Challenge.
Steven presented our favorite European idea at the Manual of Ideas’ European Investing Summit in early October. Information on the conference and replays are available.
Steven chatted extensively with Wall Street Journal reporter Eric Sylver for his article on Ferrari’s limited edition vehicles. Part of the conversation was quoted in his article entitled, “Why It Takes More Than Money to Buy Special-Edition Ferrari.”
Steven shared his most timely and actionable investment idea along with observations about today’s Wonderland market at the 13th Annual Value Investing Seminar in Trani, Italy on July 7 and 8th. The presentation on Telecom Italia ended up being the second-best performing investment presented at the conference.
Steven sat down with Rupert Hargreaves at ValueWalk to talk about our process and how it came into being. Rupert did an excellent job of transcribing the interview in this two-part series.
We were pleased to be named a finalist to present our best idea to the Ira Sohn Conference in New York. We congratulate the winner, Marc Grow!
Steven was pleased to share an intensive overview of how we think about the automotive industry, as well as our first short presentation, at Value España in Madrid on April 8. The presentation remains confidential to attendees and investors via The Grove.
Find out more about the conference here.
While Steven was there, he was interview by financial and investing website Rankia. See the interview here.
Barron’s views the current dramatic selloff in shares of EXOR as a great buying opportunity as well. We shared our thoughts with them in the article “Exor and Société Générale Look Like Buys”
Five Star Professional recognized us in New York Magazine as one of 159 investment advisory firms (out of 80k) in the New York tri-state area with the highest levels of customer satisfaction.
Steven was pleased to share his thoughts on his favorite ideas for 2016: Ferrari (RACE) and Fiat-Chrysler (FCAU) with Manual of Ideas’ Best Ideas Conference in early January of 2016 in our newer and more innovative video format. Stay tuned: more to come!
Nicole Sinclair at Yahoo! Finance interviewed Steven on his thoughts on Ferrari ahead of the spin-off of shares from Fiat-Chrysler.
Jonathan Buck highlighted our thesis on Ferrari and Fiat-Chrysler in Barron’s in his article entitled, “Love Ferrari, Buy Fiat Chrysler.”
We were honored to receive 3 awards at SumZero’s first Annual Awards event, including the top prize. Many thanks to FactSet and SumZero’s team for the recognition!
MergerMarket, the leading provider of forward-looking M&A intelligence and data to M&A professionals and corporates, shared our thoughts on Ferrari’s upcoming IPO in a recent article.
Steven shared our in-depth research in Rolls Royce and previewed a very actionable and timely idea given the guidance reset happening shortly after. We have since posted much of the research presented in this short youtube video.
We had a blast talking with Chris Mayer at Agora Financial, when we discussed a few of our favorite European ideas. Chris profiled us in his May newsletter, called Buy Italian.
CNBC profiled our award-winning research that “blew away the panel of judges,” in the FactSet Top Idea Tournament Special Situations Contest.
We were honored to receive 1st place in FactSet’s Special Situations Contest for our research on Finmeccanica.
The Financial Times allowed us to set the record straight on Fiat-Chrysler and its top-performing CEO, Sergio Marchionne.
Business Insider profiled our placement in the Value Investing Challenge for our research on Fiat SpA. Note the stock price and our price target. The first has changed substantially yet the latter hasn’t.
We had a great time on CNBC’s Fast Money talking about our research on Fiat SpA. Our research placed in the Value Investing Challenge and we explained why the stock would deliver an almost 10-fold return in the next few years.