Behind The Idea # 20: Kerrisdale Capital On Shorts, Funky Data, And Activism
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). Learn more about your ad choices. Visit megaphone.fm/adchoices
