Kerrisdale Capital Management
Contributor since: 2010
Company: Kerrisdale Capital Management
Articles
Mirati Therapeutics, Inc.: Cracking KRAS Is Harder Than It Looks
Principia Biopharma Inc.: Setting The Record Straight On BTK Inhibition
Principia Biopharma: Hype Over Multiple Sclerosis "Data" Is Overblown
Korn Ferry: New Disclosures Highlight Resilient Digital And RPO Platforms Worth 12-14x EBITDA For 50-95% Upside
Principia Biopharma: Flawed Mechanism Of Action, Weak Phase 2 Results Point To Worthless Pipeline
CareDx, Inc.: Poor Prognosis For Key Transplant Rejection Test
Tucows: 3 Terrible Businesses In 1
Intelsat S.A.: Recent Price Weakness Provides Attractive Entry Point As FCC Proceeding Gains Momentum
iRhythm: Continued Pressures On Revenue Model
IRhythm Technologies, Inc.: Growth Reversal Will Leave Investors Heartbroken
Intelsat S.A.: Time To Relaunch
Qualcomm Incorporated: Ignoring The Legal Risk Is Patently Ridiculous
Intelsat And SES: All Systems 'Go'
Intelsat S.A. And SES S.A.: To The Moon
Kerrisdale Capital Drills Down On A Few Shorts (Podcast)
The St. Joe Company: Mired In The Swamp
QuinStreet, Inc.: Leading Nowhere
Proteostasis Therapeutics, Inc.: Hyped-Up Lung Data? Just A Lot Of Hot Air
Eastman Kodak Company: Gone In A Flash
Adamas Pharmaceuticals, Inc.: Substantial Upside For A Misunderstood Drug Maker
Pulse Biosciences, Inc.: High-Voltage Hype Set To Short-Circuit
Northern Dynasty Minerals Ltd.: The Pebble Deposit Isn't Commercially Viable
Straight Path Communications: A Critical Look At 5G
Straight Path Communications Inc.: Setting The Story Straight
Luxoft: Premier High-End Software Developer With Endless Demand
First Majestic Silver Corp.: Valuation Up In The Clouds, But No Silver Lining
Sage Therapeutics, Inc.: An Examination Of The Mistaken Sell-Side Assumptions
ClubCorp Holdings, Inc.: Countering The Bulls
Sage Therapeutics, Inc: Overhyped Lead Drug Headed For Failure
Zafgen, Inc.: FDA Approval For A Deadly Drug? Fat Chance
Straight Path Communications Inc.: The Next Generation Of Overblown Spectrum Hype
Globalstar: Wireless Industry Presents United Front Against TLPS, Putting Globalstar In Danger