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- Home - Kerrisdale Capital
The Firm Kerrisdale Capital is an investment management firm We make value-oriented investments in public securities
- Blog - Kerrisdale Capital
We are long Aixtron (Frankfurt:AIXA), a $1 8 billion market capitalization semiconductor capital equipment company Despite its low profile, Aixtron may be one of the most strategically important companies in the industry Aixtron is the dominant supplier of metal-organic chemical vapor deposition (MOCVD) equipment required to produce compound semiconductors, and its 70-90% market share across
- CoreWeave - Kerrisdale
As of the publication date of this report, Kerrisdale Capital Management LLC and its affiliates (collectively "Kerrisdale") have short positions on the stock of CoreWeave, Inc (the “Covered Issuer”)
- Sahm Adrangi - Kerrisdale Capital
Kerrisdale’s research seeks to correct broadly held misconceptions about these companies’ fundamental business prospects Kerrisdale shares its research on its website, third-party investing-related sites, and on Twitter
- Oklo Inc . (OKLO) - Kerrisdale
As of the publication date of this report, Kerrisdale Capital Management LLC and its affiliates (collectively "Kerrisdale") have short positions in and own put options on the stock of Oklo Inc (the “Covered Issuer”)
- Short Archives - Kerrisdale Capital
We are short shares of BitMine Immersion (BMNR), an $18 billion Ethereum-focused digital-asset treasury (DAT) chasing a model that is on its way to extinction The playbook is lifted straight from Strategy (MSTR) and copied by dozens of DAT wannabes: sell stock at a premium to…
- Red Cat - Kerrisdale
Disclaimer: As of the publication date, Kerrisdale Capital Management, LLC and its affiliates (collectively, “Kerrisdale”), have short positions in shares of Red Cat Holdings, Inc Kerrisdale stands to realize gains in the event the price of RCAT shares decrease
- Commentary Archive - Kerrisdale Capital
Riot Platforms – Letters to Government Officials Kerrisdale sends letters to Navarro County commissioners and Texas state senators about
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