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Waiting for the Second Cookie

“The only rock I know that stays steady, the only institution I know that works, is the family.” Lee Iacocca With the age of financial-engineering-activism having failed to deliver sustained good performance, we think the timing is right to embrace…

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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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Fourth Quarter 2016 Letter: Our Purpose

In our brief, 2.5-page quarterly letter, we follow in the footsteps of the manifesto we published in December and discuss how our lollapalooza process has not only helped us to properly execute on investment opportunities, but has become our very own reason for being. Our purpose.
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Alpine Twins in Valuation Only

Summary: We’ve had a lot of back & forth with our friends and investors about the VW diesel scandal and the implications for the auto industry. As it happens, we have an engineer that specializes in cooling and controlling NOx…

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Renault (RNO FP): Leveraged Scale

Please click here to read the full report, for the speed readers, we’ve summarized our research in this one page. In a Nutshell: Throughout the European crisis, traders have ascribed a negative value to Renault’s underlying business, after backing out…

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