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.
Latest Post
Cardtronics, Inc. (CATM)
Aggressive Accounting and Secular Decline Drive 40-70% Downside
May 27th, 2014
Disclosure: We are short shares of CATM.
Our slide presentation explaining our short thesis on Cardtronics, Inc. is available ... >>read more
Our Commentary Blog includes company updates, market commentary, case studies and other topics we consider worth discussing.
Latest Post
Five Below, Inc. (FIVE) Part 4
Recent Earnings for The Container Store and Potbelly a Warning for FIVE Shareholders
July 15th, 2014
Disclosure: We are short shares of FIVE.
Introduction Over the past several weeks, we ... >>read more