Kerrisdale Capital Management
Contributor since: 2010
Company: Kerrisdale Capital Management
Latest Articles
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
Globalstar: LightSquared Filing Reinforces Worthlessness Of GSAT's 1.6GHz Band
Globalstar: Would TLPS Even Work On Your Phone? Filtering Poses A Major Threat To TLPS Usability
Globalstar: A Review Of The Experimental Licenses For TLPS
Five Below, Inc.: Steep Losses For The Container Store And Potbelly Offer Warning For FIVE Shareholders
Five Below: New Morgan Stanley Initiation Relatively Lukewarm To FIVE's Valuation
Five Below, Inc.: The Many Parallels With Other Overhyped Emerging Retailers That Have Disappointed Investors
Five Below, Inc.: 50x P/E Too Rich For Xmas-Driven Discount Retailer
Cardtronics: Aggressive Accounting And Secular Decline Drive 40-70% Downside
BofI Holding: After H&R Block Transaction, Still Overpriced At Almost 4x Book Value
Bank Of Internet: Higher Rates Will Compress Margins For Bank Priced At 3.5x Book Value
Plug Power: Unprofitable Past, Poor Fundamentals, And A Best-Case DCF Value Of $2-$2.50/Share
Unilife: CFO Resignation And Usurious Financing Imply Substantial Downside