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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
- BitMine Immersion Technologies, Inc. (BMNR) - kerrisdalecap. com
Disclaimer: As of the publication date of this report, Kerrisdale Capital Management, LLC and its affiliates (collectively, “Kerrisdale”), have short positions in the shares of Bitmine Immersion Technologies, Inc Kerrisdale stands to realize gains if the price of the stock decreases
- Kerrisdale Letter to Grant Thornton Regarding Carvana
Disclosure: Kerrisdale Capital Management and its affiliates are short shares of Carvana and stand to realize gains in the event that the price of the stock decreases
- IonQ, Inc. (IONQ) - Kerrisdale
Disclaimer: As of the publication date of this report, Kerrisdale Capital Management, LLC and its affiliates (collectively, “Kerrisdale”), have short positions in shares of IonQ, Inc (“IONQ” or “the Company”) Kerrisdale stands to realize gains in the event the price of IONQ shares decrease
- Sahm Adrangi - Kerrisdale Capital
Sahm Adrangi is the Founder and Chief Investment Officer of Kerrisdale Capital Management He has been involved in all aspects of the firm’s development since its founding in 2009 Mr Adrangi launched the company with under $1 million and the firm manages approximately $400 million as of December 1, 2023 Best known for short selling […]
- Oklo Inc . (OKLO) - Kerrisdale
Kerrisdale analysis assuming $35,000 kg for fully fabricated HALEU with all other assumptions unchanged IRRs shown for Oklo Provided “Illustrative Unit Economics” in-line with Citi Research estimates
- CoreWeave - Kerrisdale
Disclaimer: As of the publication date of this report, Kerrisdale Capital Management, LLC and its affiliates (collectively, “Kerrisdale”), have short positions in the shares of CoreWeave Kerrisdale stands to realize gains if the price of the stock decreases Following publication, Kerrisdale may transact in the securities of the company
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