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
View ArticleMy 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
View ArticleMy 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
View ArticleJGWPT 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
View ArticleFive 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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