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Kerrisdale Capital Management

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PRO Top Ideas
Top Ideas are high-conviction long or short ideas focused on market mispricings with asymmetric risk/reward profiles.
  • Lindsay Corp.: Irrigating The Emerging Markets With A Modest Valuation
       • Oct. 24, 2013 DE, VMI, LNN 56 Comments
  • Amerco: Move And Store Your Cash In This Stock
       • Feb. 15, 2013 CAR, HTZ, PAG 40 Comments