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My Take on Sberbank

The following commentary is taken from the Kerrisdale Capital letter for Q3 2013. We own shares in Sberbank (SBER), Russia’s largest bank. Sberbank dominates the For more great content, visit BeyondProxy

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My Investment Thesis on InterActiveCorp

InterActiveCorp (“IAC”) is a $6bn media conglomerate run by Barry Diller, the former Chief Executive of Paramount, Fox, and USA Broadcasting. IAC For more great content, visit BeyondProxy

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My Investment Thesis on Jones Lang LaSalle

Jones Lang LaSalle (JLL) is currently our third largest position. JLL is a global commercial real estate (“CRE”) brokerage firm with operations For more great content, visit BeyondProxy

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JGWPT Holdings: Dominant Franchise in Lucrative Niche

Disclosure: We are long shares of JGWPT Holdings. Please review our disclosures at the end of our report. We are long shares of For more great content, visit BeyondProxy

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Five Below: 50x P/E Too Rich for Xmas-Driven Retailer

The following text first appeared in an email by Kerrisdale Capital Management, dated June 12, 2014. (Note: Neither BeyondProxy nor its affiliates For more great content, visit BeyondProxy

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