TV is Next

Long time readers know that we find great value in a number of the resources for investors to find new ideas.  Here is a link on our website that lists various conferences throughout the year (I’m speaking at the online Best Ideas conference coming up on January 8-9.)

There are also a few great websites that are closed door “clubs” for value investors to share ideas.  One is Joel Greenblatt’s Value Investing Club, and the other is SumZero.  Research has shows there is a lot of value in these websites, and our friend Wes Gray has a paper here on SumZero, and hopefully you have seen some of our research on 13F ideas.

SumZero was founded years ago as a way for hedge funds to share buy side ideas.  The have since launched a few new products, one being SumZero elite, which comes as a newsletter twice a month with various alpha ideas for a cost of $129 per month.  Below is a sample of one of their alpha ideas ( a 49 page PDF), and you can find more info here to Demo SumZero’s Enhanced Research Product.

Here are a few charts and quotes from the piece:

—-“Changes in technology have destroyed the profitability of multiple industries in recent years, including the newspaper and music businesses. In the media space, the next business that will be reinvented by technology is television. The profitability of owning TV networks is being undermined by digital video recorders, internet-enabled on-demand viewing, Netflix, Hulu, YouTube, and piracy/theft. Further, amateur content is taking up an increasing portion of viewers’ attention.

Consumption of network and cable content is taking place in ways that allow viewers to circumvent high monthly cable bills, avoid watching commercials, or both. Every single one of these changes represents a move to a revenue model that is less profitable than the one currently enjoyed by TV networks. It is only a matter of time before the revenue and profitability of the networks begins to fall.”

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Download the PDF here:

Call Executive Team Directly at (212) 837-2799 or Email at [email protected].

About SumZero

SumZero (sumzero.com) is the world’s largest community of hedge fund, mutual fund, and private equity fund professionals. With over 8,000 pre-screened investors, SumZero fosters the creation and sharing of thousands of deeply-vetted, buyside-driven investment reports every year and offers a variety of proprietary networking tools to catalyze idea sharing in the industry. SumZero’s membership base currently includes thousands of the world’s largest and most prominent institutional funds.

Gary Brode is a Managing Partner and Portfolio Manager for Silver Arrow Investment Management, LLC. He started his career in the Mergers & Acquisitions Department at Morgan Stanley & Co. and has spent the last 19 years working for hedge funds, including Seneca Capital, Brahman Capital, and the Event Driven Group of John A. Levin & Co.; all funds with up to $2.5 billion in assets. He was a Founder and Managing Partner of Akita Capital Management, LLC, a value-oriented long/short equity hedge fund.

Raji Khabbaz is a Managing Partner and Senior Portfolio Manager for Silver Arrow Investment Management, LLC. He has spent the last 17 years working as a portfolio manager, focused on value investing, special situations, and long/ short equity investing. He co-founded Highline Capital Management, LLC and Pierce Street Capital Management, LLC, two value-oriented long/short equity hedge funds. He also served as a portfolio manager at Ivory Capital, overseeing up to $1 billion in firm assets. In 2009, he formed Silver Arrow Investment Management, LLC, a value investing investment partnership, focused on managing concentrated equity portfolios. Mr. Khabbaz began his career in the Mergers & Acquisitions Departments at Morgan Stanley & Co. and Gleacher & Co. He received at MBA from the Harvard Graduate School of Business and B.A. in Economics with honors from the University of California at Berkeley.

Silver Arrow Investment Management, LLC is a New York-based investment firm that manages the investment partnership, Silver Arrow Partners, L.P., and selected managed accounts. The managers employ a long-biased, concentrated portfolio strategy, relying on a rigorous and fundamentally driven value investing approach. The firm’s objective is to focus capital in select opportunities that boast the best risk-reward tradeoff, and then achieve a knowledge “edge”. Focusing efforts on fewer and more meaningful investment opportunities has a profound and positive impact on security selection. Limiting a portfolio to the best ideas, results in a very high research threshold. The portfolio managers each have over 15 years of experience in value investing, with specialization in restructurings and reorganizations, and other special situations.