Kerrisdale Capital Management

Hedge fund manager, long/short equity, value, special situations
Kerrisdale Capital Management
Hedge fund manager, long/short equity, value, special situations
Contributor since: 2010
Company: Kerrisdale Capital Management
11/25/14
Kerrisdale Capital Management
Globalstar: Would TLPS Even Work On Your Phone? Filtering Poses A Major Threat To TLPS Usability $GSAT http://seekingalpha.com/a/1m2nr
10/28/14
Kerrisdale Capital Management
Globalstar: A Review Of The Experimental Licenses For TLPS $GSAT http://seekingalpha.com/a/1jslv
7/15/14
Kerrisdale Capital Management
Five Below, Inc.: Steep Losses For The Container Store And Potbelly Offer Warning For FIVE Shareholders $FIVE http://seekingalpha.com/a/1dmcr
6/30/14
Kerrisdale Capital Management
Five Below: New Morgan Stanley Initiation Relatively Lukewarm To FIVE's Valuation $FIVE http://seekingalpha.com/a/1d4s9
6/17/14
Kerrisdale Capital Management
Five Below, Inc.: The Many Parallels Between FIVE And Other Overhyped Emerging Retailers That Have... $FIVE http://seekingalpha.com/a/1cp2n
6/12/14
Kerrisdale Capital Management
Five Below, Inc.: 50x P/E Too Rich For Xmas-Driven Discount Retailer $FIVE http://seekingalpha.com/a/1cjx3
5/27/14
Kerrisdale Capital Management
Cardtronics: Aggressive Accounting And Secular Decline Drive 40-70% Downside $CATM http://seekingalpha.com/a/1byvb
4/16/14
Kerrisdale Capital Management
BofI Holding: After H&R Block Transaction, Still Overpriced At Almost 4x Book Value $BOFI http://seekingalpha.com/a/19y8l
4/8/14
Kerrisdale Capital Management
Bank Of Internet: Higher Rates Will Compress Margins For Bank Priced At 3.5x Book Value $BOFI http://seekingalpha.com/a/19nqj
4/2/14
Kerrisdale Capital Management
PLUG: Unprofitable Past, Poor Fundamentals, And A Best Case DCF Value Of $2-$2.50/Share $PLUG http://seekingalpha.com/a/19hf1
4/2/14
Already a 400 - 500% higher valuation! Hehe
Yes, the A. Left valuation was so extreme it risked being ignored, I am surprised it wasn't (totally).
3/21/14
Kerrisdale Capital Management
Unilife: CFO Resignation And Usurious Financing Imply Substantial Downside $UNIS http://seekingalpha.com/a/191od
@kerridale, why are trying to ruin my investment, if you don't like it don't invest why are you ruining a smear campaign
Hey EquityTrader, do you think the decline in UNIS is still due to a smear campaign? http://seekingalpha.com/a/1bz3n
2/24/14
Kerrisdale Capital Management
JGWPT: Dominant Franchise In A Lucrative Niche Has 75% Upside $JGW http://seekingalpha.com/a/17rwb
2/4/14
Kerrisdale Capital Management
Unilife: Quarterly Results Reveal Mounting Operating Losses, Continued Dilution, And Ambiguous... $UNIS http://seekingalpha.com/a/16o7d
1/9/14
Kerrisdale Capital Management
ServiceNow: Widespread Mistakes In Analyst Share Counts Fuel Overvaluation $NOW http://seekingalpha.com/a/15hpn