I’ve got a hodgepodge of ideas and small news items for you this week, plus a few transactions in my Real Money Portfolio that I’ve mostly noted for the Irregulars in quick notes earlier in the week. The market is expensive, but there’s no reason for a long-term investor to sell just because it’s expensive […]
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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 […]
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Thanks for the feedback... I did wonder if they had managed to hold on to that short position through the incredible App...
No longer long $PTI. Feddie, I'm not sure I would agree with that statement. I saw the following comments from "Schaef...
$PTI Sahm Adrangi's Kerrisdale Capital Issues Negative Report on Proteostasis Therapeutics, Inc., and Announces Con...
$PTI out with a small profit. Big drop after being blasted by kerrisdale capitol on twitter using the same arguments as...
Travis, could this be related? Could you thinkolater this? Kerrisdale Capital Investing Notes….Upcoming Report on...
$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...
$NAK rebuttal by Stansberry...the rebuttal is worthless. The issue is whether the deposit can be mined economically. The...
$NAK has responded to Kerrisdale short report. https://www.juniorminingnetwork.com/junior-miner-news/press-releases/987...
The credibility of Travis, Henrixnuzzles, and many other Gummies are fully deserved. In the particular case of $NAK, th...
Here is an update on the NAK issue. Read carefully contains meaningful information. xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Up...
FYI, Northern Dynasty has so far issued the typical "this short thesis is wrong and inaccurate" press release response...
Kerrisdale Capital Releases Negative Report on Northern Dynasty Minerals Ltd. (NAK) and Announces Conference Call Schedu...
Kerrisdale Capital Releases Negative Report on Northern Dynasty Minerals Ltd. (NAK) and Announces Conference Call Schedu...
Kerrisdale Capital Releases Negative Report on Northern Dynasty Minerals Ltd. (NAK) and Announces Conference Call Schedu...
Thanks for the info on RLYP, Doc. You're also correct about Kerrisdale. It is NOT worth assessing Kerrisdale argument on...
Kerrisdale is a known cretin. Life must be so hard for the stupid. Long $ZFGN....
$ZFGN I feel obligated to send Kerrisdale a Thank-You note for providing a great opportunity to add at a lower price. ...
$ZFGN: Note that Kerrisdale is short the stock so it is in their interest to downplay the company. Here is the arguman...
$ ZFGN 12.78 to 7.38 in 2 trading days. In a new report Monday morning, hedge fund Kerrisdale Capital said it is sho...
From Kerrisdale Capital Bavarian Nordic A/S (OMX: BAVA, OTC: BVNRY) is a $1.3B Danish vaccine-maker whose stock price h...