Kerrisdale Capital
Our archive holds 3 letters from Kerrisdale Capital, behind 3 investment theses. Every quote below is copied verbatim from the letter it came from.
Theses · 3
- September 2025
Aixtron is a leading semiconductor capital equipment company poised for significant growth as a key enabler of advanced technologies for AI and data centers, with potential for over 270% upside in its stock value by 2028.
Read the full thesis - March 2025
Seagate Technology is poised for significant growth due to its leadership in hard disk drives, benefiting from surging data demand, technological advancements with heat-assisted magnetic recording, and strong profitability prospects against a backdrop of limited competition.
Read the full thesis - December 2024
Red Cat’s overstated military contracts and projections cast doubt on its growth prospects
Read the full thesis
Letter archive · 3
Funds · 2
- Kerrisdale Capital2
- Kerrisdale Capital on Aixtron1
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