Kerrisdale Capital (TradFi) @KerrisdaleCap
We tweet investment ideas. Please read our legal disclaimer at https://t.co/k1zDkqVQtF… kerrisdalecap.com USA Joined February 2012-
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$MSRT down 25% since this fine lads decided to public their short trade read the comments to their post. fun stuff. this might be the most beautifull FU trade this quarter.
$MSRT down 25% since this fine lads decided to public their short trade read the comments to their post. fun stuff. this might be the most beautifull FU trade this quarter. https://t.co/xSsYa1NjJS
Oh no, one of our shorts is getting bought out!
Oh no, one of our shorts is getting bought out!
We sent a letter to Carvana's auditors at Grant Thornton this morning, highlighting $CVNA’s aggressive accounting and inflated profit metrics. Letter can be found at kerr.co/cvna-auditor-l…
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@JaguarAnalytics @KerrisdaleCap short arb report on 3/28 when $MSTR stock hit a high of $1989. It’s now $1157.28 and sitting on the YTD aVWAP like a magnet and they’re banking on their short BTC high on 3/28 was $71,588 x.com/kerrisdalecap/…
GM. We're short $MSTR and long bitcoin. Report avail at kerr.co/mstr. Crypto trades often get carried away and $MSTR is no exception. The BTC price implied in $MSTR shares is now over $177k, an unjustifiable 2.6x the spot price of BTC. (1/6)
Microstrategy shares are down 35% from the peak, and all the sheep thought Kerrisdale was stupid.
GM. We're short $MSTR and long bitcoin. Report avail at kerr.co/mstr. Crypto trades often get carried away and $MSTR is no exception. The BTC price implied in $MSTR shares is now over $177k, an unjustifiable 2.6x the spot price of BTC. (1/6)
Great Q1 end / Q2 start for activist shorts: All 12 calls performing $AXTI -37% @JCap_Research $MSTR -25% @KerrisdaleCap Latest big shorts breakoutpoint.com
Ended up ⬇️ being pretty spot on. The satellite and space SPACs mostly failed…as did mostly all SPACs. $ASTS As we continue to reflect on the madness of the Covid era, we walk away even more leery of funding + execution risk. These “choose your adventure” names with tons of…
We are short $ASTS. Report avail at kerr.co/asts. A classic 2021 SPAC, ASTS is a $2bn pre-revenue satellite company, hemorrhaging cash trying to bootstrap an absurdly grand vision that has no chance of getting off the ground (1/8)
$MSRT down 25% since this fine lads decided to public their short trade read the comments to their post. fun stuff. this might be the most beautifull FU trade this quarter.
GM. We're short $MSTR and long bitcoin. Report avail at kerr.co/mstr. Crypto trades often get carried away and $MSTR is no exception. The BTC price implied in $MSTR shares is now over $177k, an unjustifiable 2.6x the spot price of BTC. (1/6)
@KerrisdaleCap Next chapter on Kerrisdale vs retail investors Daily retail popularity rank of $MSTR as per our estimates:
@Futur3_Th1nk3r This isn’t that hard, Guys. By buying $MSTR you are buying BTC at a 120% premium to market, with a management that seems committed to (like @KerrisdaleCap) capturing the $20B premium over underlying by selling $MSTR equity to buy BTC. You are all on the opposite side of that.
@KerrisdaleCap You’re cooking! 💰✅
Nice work sticking with the $ALT short @KerrisdaleCap
$ASTR Troll level: Expert Result of Short Thesis: Shorted at $8 and company getting bought for under $0.75 cents Report highlight: "If Astra’s five-year projection of almost daily successful launches of rockets made with non-aerospace grade parts does not sound improbable…
Oh no, one of our shorts is getting bought out!
@KerrisdaleCap Do you remember Principia? It was also bought out. What happened to their "unique" BTK inhibitor? Nothing😂
@KerrisdaleCap That’s crazy, company goes down ~99% and founder still does a take-under
@KerrisdaleCap Victory lap, upgrade it to Neutral from sell and take a bow
Inflated profit metrics make sense when the founders are building a $50mn ocean front home in Manhattan Beach CA. $CVNA
We sent a letter to Carvana's auditors at Grant Thornton this morning, highlighting $CVNA’s aggressive accounting and inflated profit metrics. Letter can be found at kerr.co/cvna-auditor-l…
Who Is Kerrisdale Capital? Check Out Our Interview With Them Here! youtu.be/DSO0sYyBxhA?fe…
We're short $CVNA post the 30%+ spike last Friday, report avail at kerr.co/cvna2. Valuation was stretched before, now at 42x '24E EV/EBITDA, it’s plain ridiculous. CVNA is a severely levered, growth-challenged auto dealer trading like it’s an AI darling (1/9)
They aint wrong. We will see if the market cares tho.
We're short $CVNA post the 30%+ spike last Friday, report avail at kerr.co/cvna2. Valuation was stretched before, now at 42x '24E EV/EBITDA, it’s plain ridiculous. CVNA is a severely levered, growth-challenged auto dealer trading like it’s an AI darling (1/9)
I always underestimate @KerrisdaleCap. When they publish reports, the target has already been hit (either by them or "those in the know") which leads to quick bounces... and then the dump. So hard to trade that move. Can't tell if squeeze ala spruce, or just scalpers.
$ALT short report… see below 👇 looks like this is a poor mans ozempic that goes down like a pickle juice flavored laxative 💩
Ozempic/Mounjaro patients discontinued at less than HALF the rate of pemvidutide patients. Plus, ALT's ph2 offered free weight-loss drugs in the middle of Ozempic-mania and *still* almost half of patients stopped. Tolerability was graded on a curve, and it still failed! (4/8)
@KerrisdaleCap can we get an update on your C3 short report following their rampant insider selling? Check Friday and today for reference.
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