Tag Archives: Bank of Internet (BOFI)

  • Sahm Adrangi and Kerrisdale Capital — Top Equity Investment for 2014

    These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Kerrisdale Capital is a little bit unusual — they are a value-oriented investment manager, but they also publish pretty heavily, including on their own free email distribution list and […]

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