Behind The Idea

Behind The Idea # 20: Kerrisdale Capital On Shorts, Funky Data, And Activism


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Kerrisdale Capital joins us on Behind the Idea to go over some of their recent short ideas and the current state of the market, as a follow-up to our review of their Proteostasis idea (episode #9). Sahm Adrangi and co make their case and explain why shorts can also get it wrong. Topics covered - Proteostasis (3:00 minute mark), St. Joe's (17:50), QuinStreet and the adtech problem (29:00), the state of activist shorting and the hedge fund business (34:30).
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Behind The IdeaBy Seeking Alpha

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