Kerrisdale Capital Management
Contributor since: 2010
Company: Kerrisdale Capital Management
Articles
Maxar Technologies: Returns Will Be Legion-Dary
Jul. 30, 2021 MAXR, MAXR:CA26 Comments
Acutus Medical, Inc.: Paradigm-Shifting Technology At A Shocking Price
Jul. 21, 2021 AFIB23 Comments
Virgin Galactic Holdings, Inc.: Putting The Zero In Zero-G
Editors' PickJun. 4, 2021 SPCE79 Comments
UP Fintech Holding Limited: The Robinhood Of China
Feb. 2, 2021 TIGR15 Comments
Plug Power Inc.: Pulling The Plug On This Fool-Cell Maker
Editors' PickJan. 20, 2021 PLUG285 Comments
Tattooed Chef, Inc.: Cooling Sales At Frozen Vegetable SPAC Will Likely Leave Investors Burned
Editors' PickNov. 19, 2020 TTCF101 Comments
AtriCure, Inc.: Surgical Device Maker's Growth Engines Face Fatal Complications
Sep. 30, 2020 ATRC3 Comments
Mirati Therapeutics, Inc.: Cracking KRAS Is Harder Than It Looks
Editors' PickApr. 21, 2020 MRTX11 Comments
Principia Biopharma Inc.: Setting The Record Straight On BTK Inhibition
Feb. 19, 2020 PRNB9 Comments
Principia Biopharma: Hype Over Multiple Sclerosis "Data" Is Overblown
Feb. 12, 2020 PRNB3 Comments
Korn Ferry: New Disclosures Highlight Resilient Digital And RPO Platforms Worth 12-14x EBITDA For 50-95% Upside
Editors' PickFeb. 5, 2020 KFY7 Comments
Principia Biopharma: Flawed Mechanism Of Action, Weak Phase 2 Results Point To Worthless Pipeline
Jan. 27, 2020 PRNB14 Comments
CareDx, Inc.: Poor Prognosis For Key Transplant Rejection Test
Editors' PickJul. 16, 2019 CDNA7 Comments
Tucows: 3 Terrible Businesses In 1
Editors' PickJun. 26, 2019 TCX, TC:CA16 Comments
Intelsat S.A.: Recent Price Weakness Provides Attractive Entry Point As FCC Proceeding Gains Momentum
Apr. 8, 2019 INTEQ68 Comments
iRhythm: Continued Pressures On Revenue Model
Editors' PickMar. 25, 2019 IRTC1 Comment
IRhythm Technologies, Inc.: Growth Reversal Will Leave Investors Heartbroken
Editors' PickMar. 13, 2019 IRTC5 Comments
Intelsat S.A.: Time To Relaunch
Editors' PickFeb. 6, 2019 INTEQ41 Comments
Qualcomm Incorporated: Ignoring The Legal Risk Is Patently Ridiculous
Editors' PickJan. 24, 2019 QCOM138 Comments
Intelsat And SES: All Systems 'Go'
Editors' PickAug. 1, 2018 INTEQ, SGBAF87 Comments
Intelsat S.A. And SES S.A.: To The Moon
Editors' PickJun. 27, 2018 INTEQ, SGBAF83 Comments
Kerrisdale Capital Drills Down On A Few Shorts (Podcast)
Editors' PickJun. 12, 2018 JOE, YMTX, QNST23 Comments
The St. Joe Company: Mired In The Swamp
Editors' PickApr. 24, 2018 JOE25 Comments
QuinStreet, Inc.: Leading Nowhere
Editors' PickApr. 11, 2018 QNST35 Comments
Proteostasis Therapeutics, Inc.: Hyped-Up Lung Data? Just A Lot Of Hot Air
Editors' PickMar. 20, 2018 YMTX52 Comments
Eastman Kodak Company: Gone In A Flash
Editors' PickFeb. 7, 2018 KODK33 Comments
Adamas Pharmaceuticals, Inc.: Substantial Upside For A Misunderstood Drug Maker
Editors' PickNov. 1, 2017 SUPN13 Comments
Pulse Biosciences, Inc.: High-Voltage Hype Set To Short-Circuit
Editors' PickMay 9, 2017 PLSE55 Comments
Northern Dynasty Minerals Ltd.: The Pebble Deposit Isn't Commercially Viable
Editors' PickFeb. 14, 2017 NAK, NDM:CA351 Comments
Straight Path Communications: A Critical Look At 5G
Editors' PickJan. 31, 2017 STRP73 Comments
Straight Path Communications Inc.: Setting The Story Straight
Editors' PickJan. 19, 2017 STRP59 Comments
Luxoft: Premier High-End Software Developer With Endless Demand
Editors' PickOct. 4, 2016 LXFT9 Comments
First Majestic Silver Corp.: Valuation Up In The Clouds, But No Silver Lining
Editors' PickSep. 1, 2016 AG, FR:CA122 Comments
Sage Therapeutics, Inc.: An Examination Of The Mistaken Sell-Side Assumptions
Apr. 18, 2016 SAGE6 Comments
ClubCorp Holdings, Inc.: Countering The Bulls
Editors' PickApr. 12, 2016 MYCC11 Comments
Sage Therapeutics, Inc: Overhyped Lead Drug Headed For Failure
Editors' PickMar. 23, 2016 SAGE7 Comments
Zafgen, Inc.: FDA Approval For A Deadly Drug? Fat Chance
Editors' PickJan. 25, 2016 LRMR105 Comments
Straight Path Communications Inc.: The Next Generation Of Overblown Spectrum Hype
Editors' PickOct. 29, 2015 STRP56 Comments
Globalstar: Wireless Industry Presents United Front Against TLPS, Putting Globalstar In Danger
Jun. 16, 2015 GSAT44 Comments
Globalstar: LightSquared Filing Reinforces Worthlessness Of GSAT's 1.6GHz Band
Jan. 13, 2015 GSAT23 Comments