I used to love attending the stockpicking charity events like Sohn, but my problem as a quant is that all of the ideas sound great to me. Maybe I’m just an optimist, but here is a really fund PDF from SumZero.
Recall that Wes did a study and found value in the stock picks of the SumZero community here:
“The Investment Value of Contrarian Buy-Side Recommendations”
Quote then download:
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“The SumZero Top Stocks for 2018 PDF has arrived. This PDF contains 15 actionable research ideas from the SumZero community of over 15,000 buyside fund professionals. Selections were determined by a panel of over 40 senior fund professionals and asset allocators.
The Top Stocks report is designed to showcase the 5 Winners and 10 Finalists of the 2nd Annual SumZero Top Stocks Challenge, an investment research competition executed in partnership with Sohn Conference Foundation and Canalyst.”
Download
also here
Link
https://sumzero.com/headlines/
Good investing,
Meb Faber
theideafarm.com