Brazil Retail and International Value from Sahm Adrangi, Kerrisdale Capital

Sahm Adrangi is a relatively new guy to the value investing world, Kerrisdale Capital is about five years old and (unlike many) they share their research — particularly on their short ideas (like Citron or Muddy Waters do), though they’re not always as confrontational as those guys (at least when it comes to language). He’s […]