Author Archive - inandogan

Kerrisdale Capital Short Thesis On Cardtronics Inc (CATM)

Kerrisdale Capital Sahm Adrangi
Sahm Adrangi’s Kerrisdale Capital published its short thesis on Cardtronics Inc (CATM) this morning. The stock is down nearly 5% so far today. CATM......(read more)

Jonathan Burton and Birinyi Associates Are Wrong About Sohn Conference Returns

DUQUESNE CAPITAL
Yesterday Jonathan Burton published an article about the Sohn Conference returns based on a note from Birinyi Associates. “Last year’s stock picks......(read more)

Chris Shumway: Sohn Conference

Shumway Capital makes private, public, and seed investments. The family office also makes strategic, incubation, and venture capital investments. Chris......(read more)

Nitin Saigal / Kora Management: Best Investment Idea from Next Wave Sohn

Nitin Saigal is the founder and CIO of Kora Management. He previously worked at Bridger Capital and graduated from Harvard Business School. Nitin Saigal......(read more)

NY Times is Dead Wrong About Warren Buffett

Warren Buffett
I am not a member of a “Warren Buffett cult” that thinks Warren Buffett is an investing God. I admire Warren Buffett for the right reasons......(read more)
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

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