Kerrisdale Capital Management, LLC
1212 Avenue of the Americas, 3rd Floor
New York, NY 10036
Welcome to Kerrisdale Capital
Kerrisdale Capital Management is a private investment manager
that focuses on value and special situations investments.
As a private investment partnership, we do not provide access to information about certain of our products and services to the general public for regulatory reasons.
To inquire about an investor login, please fill out the form here.
Our Investments Blog typically profiles investments
that we have made and explains our investment rationales.
Sourcefire, Inc. (FIRE)
FIRE: Short-Lived Upsell Opportunity has Concealed Decelerating Growth, Slowing Customer Adds, and the Market’s Shift Away from IPS
April 29th, 2013
Disclosure: We are short shares of FIRE.
We believe that shares of Sourcefire, Inc. (FIRE) are highly overvalued.
Our full report is available here.
Note that ...
Our Commentary Blog includes market commentary, case studies, economic discussion and other topics we consider worth discussing.