Second Quarter 2017 Letter

Click here to read our second quarter letter. Results have been good, but we want them to be great. Speed Read: Through active portfolio management, we've managed to keep our portfolio's ratio of reward-to-risk at 38.3x, which is marginally better than…

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The Battle For Whole Foods Isn’t Over

The Retail War Has Just Begun Every grocery retailer in the United States, and perhaps even Europe, has undoubtedly called emergency board meetings for this weekend. Amazon’s attempted merger with Whole Foods is a watershed event that will have far-ranging ramifications. Ripe…

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Bolloré Video & Award

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. You can…

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