What Happens When Short Activist Investing Goes Wrong

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https://www.youtube.com/watch?v=cseF_BDs0Io?start=1007 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses his very unsuccessful short position in Straight Path. Here’s an excerpt from the interview: Tobias Carlisle: And so, can you contrast that with your experience with Straight Path? Sahm Adrangi: Sure. So Global Star is a Spectrum … Read More

Activist Short Selling Can Be Very Profitable

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https://www.youtube.com/watch?v=cseF_BDs0Io?start=689 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses his successful activist short position in Globalstar. Here’s an excerpt from the interview: Tobias Carlisle: Well, this firm is a pretty big firm. They put a 100 million dollars into this. So they did extensive due diligence, … Read More