Topic Archives: Kerrisdale Capital

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. Sahm Adrangi is a relatively new guy to the value investing world, Kerrisdale Capital is about five years old and (unlike many) they share their research — particularly on […]

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 […]

Comments

  • Travis Johnson, Stock Gumshoe

    Thanks for the feedback... I did wonder if they had managed to hold on to that short position through the incredible App...

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    No longer long $PTI. Feddie, I'm not sure I would agree with that statement. I saw the following comments from "Schaef...

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    $PTI Sahm Adrangi's Kerrisdale Capital Issues Negative Report on Proteostasis Therapeutics, Inc., and Announces Con...

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    $PTI out with a small profit. Big drop after being blasted by kerrisdale capitol on twitter using the same arguments as...

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    Travis, could this be related? Could you thinkolater this? Kerrisdale Capital Investing Notes….Upcoming Report on...

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    $NAK Northern Dynasty I don't know if there's any NAK-holders left after the last shake-out, but in case there is (an...

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    $NAK rebuttal by Stansberry...the rebuttal is worthless. The issue is whether the deposit can be mined economically. The...

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    $NAK has responded to Kerrisdale short report. https://www.juniorminingnetwork.com/junior-miner-news/press-releases/987...

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    The credibility of Travis, Henrixnuzzles, and many other Gummies are fully deserved. In the particular case of $NAK, th...

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    Here is an update on the NAK issue. Read carefully contains meaningful information. xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Up...

  • Travis Johnson, Stock Gumshoe

    FYI, Northern Dynasty has so far issued the typical "this short thesis is wrong and inaccurate" press release response...

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    Kerrisdale Capital Releases Negative Report on Northern Dynasty Minerals Ltd. (NAK) and Announces Conference Call Schedu...

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    Kerrisdale Capital Releases Negative Report on Northern Dynasty Minerals Ltd. (NAK) and Announces Conference Call Schedu...

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    Kerrisdale Capital Releases Negative Report on Northern Dynasty Minerals Ltd. (NAK) and Announces Conference Call Schedu...

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    Thanks for the info on RLYP, Doc. You're also correct about Kerrisdale. It is NOT worth assessing Kerrisdale argument on...

  • DrKSSMDPhD

    Kerrisdale is a known cretin. Life must be so hard for the stupid. Long $ZFGN....

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    $ZFGN I feel obligated to send Kerrisdale a Thank-You note for providing a great opportunity to add at a lower price. ...

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    $ZFGN: Note that Kerrisdale is short the stock so it is in their interest to downplay the company. Here is the arguman...

  • Vijay

    $ ZFGN 12.78 to 7.38 in 2 trading days. In a new report Monday morning, hedge fund Kerrisdale Capital said it is sho...

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    From Kerrisdale Capital Bavarian Nordic A/S (OMX: BAVA, OTC: BVNRY) is a $1.3B Danish vaccine-maker whose stock price h...

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