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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
- BitMine Immersion Technologies, Inc. (BMNR) - kerrisdalecap. com
As of the publication date of this report, Kerrisdale Capital Management LLC and its affiliates (collectively "Kerrisdale") have short positions on the stock of Bitmine Immersion Technologies, Inc (the “Covered Issuer”)
- Kerrisdale Letter to Grant Thornton Regarding Carvana
Please note that Kerrisdale is short shares of Carvana and we provide a link to full disclosures at the end of this letter While we may be short shares of the company, the American public markets have no place for misleading accounting
- IonQ, Inc. (IONQ) - Kerrisdale
As of the publication date of this report, Kerrisdale Capital Management LLC and its affiliates (collectively "Kerrisdale") have short positions in the stock of IonQ, Inc (the “Covered Issuer”)
- 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”)
- 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
- 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”)
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