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Kerrisdale Capital Investor Letter: The Bullish Thesis That Lead to 80% Q3 Returns

Sahm Adrangi's Kerrisdale Capital was the top performing hedge fund tracked by our database in Q3 according to our returns methodology. The fund had 9 long positions in billion-dollar companies on June 30, with those positions delivering weighted average returns of just under 50% during Q3. That was more than double the calculated returns of every other fund that we track in our system, save for WL...

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